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Onboarding Journey - New Members

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Approved for development

Summary​

The Onboarding Journey for New Members at AANP is designed to welcome and integrate new members into the organization. This journey includes a series of strategic email communications aimed at familiarizing new members with the benefits, resources, and opportunities available through AANP. The goal is to help new members quickly engage with the community and take full advantage of their membership, thereby enhancing retention and ensuring a positive member experience.

The journey is segmented based on the member's profile (e.g., Nurse Practitioners or nursing students) and is designed to guide new members through a 75-day process that introduces them to various aspects of their membership. This process, known as the “IMPACT” collection, is specifically tailored to meet the needs of new members. Additionally, the content of certain emails may vary slightly depending on whether the member is a Nurse Practitioner or a student, ensuring that the information is relevant to their specific needs and interests.

Requirements​

External Users​

  • As a new member, I should receive an immediate welcome email upon joining, introducing me to AANP and providing an overview of key benefits.
  • As a new non-international NP member, I should receive a physical welcome letter + membership card/certificate within one month of joining.
  • As a new member, I should receive a series of “IMPACT” emails over the first 75 days of my membership, guiding me through important resources such as education, professional development, advocacy support, and how to maximize my membership.
  • As a new member, I should receive a personalized welcome email based on my membership type (e.g., Nurse Practitioner, nursing student) to ensure that the content is relevant to my needs.
  • As a new member, I should receive a satisfaction survey at the end of the onboarding journey to provide feedback on my experience.

Internal Users​

  • As an internal user, I should be able to create and schedule the onboarding email journey for new members, ensuring that each email is sent at the appropriate time according to the IMPACT schedule.
  • As an internal user, I should be able to customize the content of the onboarding emails based on the member's profile, including membership type and professional interests.
  • As an internal user, I should be able to track and report on the performance of the onboarding journey, including metrics like email opens, click-through rates, and survey responses.
  • As an internal user, I should be able to manage and update the onboarding email templates to reflect current branding, messaging, and any changes in membership benefits.
  • As an internal user, I should be able to view a new member’s onboarding journey status within Salesforce to provide support if needed.
  • As an internal user, I should be able to collect and analyze feedback from new members through the satisfaction survey to improve the onboarding process.
  • As an internal user, I should be able to generate a report in Salesforce that pulls a list of addresses for new members, specifically excluding international addresses to be used for mailing out the membership kits.

Assumptions​

  • The onboarding journey will be personalized based on the new member's profile, including factors such as membership type and professional interests.
  • All communications, including the physical membership kit, will be sent according to the specified timelines to ensure a smooth onboarding experience.
  • The content of the onboarding emails will be regularly reviewed and updated to reflect any changes in AANP’s offerings or branding.

Bucket Date​

Users are pushed into journey buckets to ensure anyone starting in the middle of the journey will be picked up on the next journey action.

As long as someone's Continous Member Since Date has been reset, they should be included.

Another way to look at it is anyone that has been flipped from Expired OR Never Member to Active should be included. Because we are creating buckets based on a date, you would need to look at that Continous Member Since Date.

Making sure the Continous Member Since Date is accurate is then essential.

See Related Continous Member Since Flow

Current Aptify SQL Used for Onboarding Journeys​

It's always the same, just change the day comparison. Status <> 5 means "Is Not Deceased". Since these are one time sends, if someone misses Day 45, they get picked back up on Day 50, etc.

Note that Associate and Lifetime members are always EXCDLUED from Onboarding Journeys. This is a PAC request to ensure we aren't delivering medical / PAC information to non-healthcare members.

SELECT
	ID, 
	FirstName,
	LastName,
	Email1,
	DATEDIFF(DAY, ContMember__AANP, GETDATE()) AS 'ContMemberSince_Days'
FROM APTIFY..vwPersons
WHERE
	MemberType NOT LIKE '%Associate%'
	AND MemberType NOT LIKE '%Lifetime%'
	AND DATEDIFF(DAY, ContMember__AANP, GETDATE()) = 45 -- Change this to match your current bucket requirements.
	AND Email1 LIKE '%@%.%'
	AND [Status] <> 5
	AND EmailExclude = 0

Appendix: Onboarding Journey Timeline​

Time FrameEmail/Mailer TypeDescription
Immediately After Membership ConfirmationWelcome Email (IMPACT 1)Introduction to AANP and an overview of key benefits.
14 Days After Membership ConfirmationAdvocacy Email 1 – Get InvolvedInvitation to get involved in AANP’s advocacy efforts.
15 Days After Membership ConfirmationMaximizing Your Membership (IMPACT 2)Guidance on how to make the most of the membership benefits.
28 Days After Membership ConfirmationAdvocacy Email 2 – AdvocacyFurther details on advocacy efforts and opportunities.
30 Days After Membership ConfirmationEducation (IMPACT 3)Information about educational resources available to members.
35 Days After Membership ConfirmationAdvocacy Email 3 – PAC ContributionEncouragement to contribute to AANP's Political Action Committee (PAC).
45 Days After Membership ConfirmationProfessional Development (IMPACT 4)Details on professional development opportunities within AANP.
60 Days After Membership ConfirmationAdvocacy Support (IMPACT 5)Information on how members can get involved in advocacy efforts.
75 Days After Membership ConfirmationStart Using Your Benefits (IMPACT 6)Encouragement to start using all available membership benefits.

References​

Approvals / Signoffs​

RoleNameSignatureDate
Technical LeadJeff SikesJS07/26/2024
StakeholderZeke HollimanZH08/16/2024

Revisions​

DateAuthorChanges
10/14/2025Jeff SikesAdded bucket date clarifications.