Webinar: How to Develop a Successful New Member Onboarding Campaign through Marketing Automation

When:  Jun 9, 2020 from 11:00 to 12:00 (ET)
Cost: FREE!

Register now!

The first few months of membership are make or break. The way you welcome and onboard your members sets the tone for the rest of their member experience. 

With this in mind, The National Association for Episcopal School (NAES) made the commitment to better welcome, engage, and educate their new members by developing a new member onboarding email campaign using marketing automation. As a small staff organization, NAES needed to find a way to make a big impact with the tools and resources they already had in place - MatrixMaxx AMS combined with MailChimp - and they’ve experienced huge success! 

Join Matrix Group CEO Joanna Pineda and Jonathan Cooper, NAES Communications Manager, as they share a case study on NAES’ new member onboarding marketing automation campaign success.

Jonathan and Joanna will discuss:

  • What a new member onboarding campaign is and why it’s so important for member retention
  • NAES’ transition from physical to digital for new member onboarding
  • Strategies for creating an effective email onboarding program even when you’re pressed for time and resources
  • How NAES achieved marketing automation success by making use of the tools and systems they already had in place - MatrixMaxx AMS and MailChimp
  • Why segmentation is so important for new member onboarding email campaigns
  • The results of NAES’ onboarding campaigns for new member Heads of Schools and Chaplains


About the presenters:

Jonathan Cooper
 is the Communications Manager at the National Association of Episcopal Schools, and has a passion for many things in life, but namely creating community, communications and music. At NAES, Jonathan is responsible for managing the association's communications, marketing, website, social media, publications, webinars and web chats. Jonathan is also a part-time professional church musician.

As CEO and Chief Troublemaker of Matrix Group, Joanna Pineda helps her clients increase membership, retain and engage members with compelling member offerings, reach new audiences with a clear brand, and streamline back office operations with awesome integrations. Joanna's staff and clients call her Chief Troublemaker because she likes to think outside the box, question reality, and ask the hard questions so stuff gets done. Her mantra: Make it up, make it happen.


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