Add a pending status to your program

Welcome message for pending members

Approval email

Pending status & Welcome (registration) email

Note: The Pending status and the Welcome email features are available on all the plans. Other automation features are available on the Professional and Organization membership plan (see our Membership plans here).

Add a pending status to your program

If you don't want your registrants to have access to your circle right away, you can put them in a pending status. This can be helpful if you want the circle to open to members on a specific date and if you want to register people before your program launch date.

When selecting the Pending status, managers will have to review registrants in the Members area to approve them. We'll show how this is done a little later.

  1. Choose your program space (click on the name of your program), click on Manage on the top menu and select the Main settings tab. Here you will be able to add the pending status and other automation features.

  2. Click the blue Add step button and then select Set member status to pending option from the dropdown menu.

    Note: If you have both the Welcome email and the Pending status in your space, please, make sure you put the Welcome email as the first automation step and the Pending status as the second.

  3. Confirm your action by pressing the green Set member status button. Great job! Now when people get registered to your program they will not see your space right away until you approve them.

  4. You'll always be able to delete the pending status, change the standard message and email members get when approved.

    Note: You can also leave the standard messages as they are. We highly recommend to keep the links to your circle in them.

    1. Welcome message for pending members

      There is a standard message that you can leave as it is or edit of you prefer.

      The participants will see the welcome message on the confirmation page after they've finished the registration and payment process. You may want to let participants know the date when your program starts or if there are any additional steps they'll need to take. You can add images, videos, hyperlinks to this message if there's additional content you'd like the participant to explore before they are added to the circle.

      We recommend having a list of activities that the participant can do between registration and the start of the program or some instructions on how they can get started engaging with you or other members. Keeping the participant active will help encourage them to complete the program's journey.

    2. Approval email. Email members receive when approved

      There is a standard message that you can leave as it is or edit of you prefer.

      Sutra will dispatch a message to notify the member when they've been added to the program space. If the program is launched on a specific date, you can use this email as an announcement for the opening. We recommend putting some orientation information in this message.

      Note: If you edit the email it's very important that you keep the link to your circle as in the default email to make it easier for your participants to access your program space. You can use {{circle_link}}, and {{circle_name_link}} which you can find below the message field.

  5. Approve members

    When you're ready to let your participants enter the program, you will need to approve them if they are in pending status. To approve a pending member, click on Manage on the top menu and select the Members tab.

    Then click on the Pending tab in the middle of the screen. Here you can see which members are in pending status. You can Remove or Approve members. Approve one member at a time by clicking on the Approve link next to their name or all members at once by clicking on the blue Approve all button.

    The pending approval email will be dispatched automatically once you click on the approve button or link.

Pending status & Welcome (registration) email

If you add the Pending status (orange block) we recommend you edit the Welcome email (yellow block) that your members receive after the registration. In the Welcome email you can let people know that they've got registered but they will be able to access the program space only after approval. This Welcome email will be the confirmation of their registration.


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