New Member Onboarding Campaign – RHAWA

New Member Onboarding Campaign – RHAWA

Guiding New Members with Confidence, Clarity, and Connection

Organization: Rental Housing Association of Washington (RHAWA)
Project: New Member Drip Campaign + Companion Guide
Role: Membership & Marketing Director
Timeline: 12-Month On-Boarding Campaign
Platform: Email automation system (custom timing tied to Zoom Orientation)
Goal: To create a thoughtful, low-friction onboarding experience that welcomed new members, introduced key benefits, and encouraged early engagement.

The Strategy

We launched the onboarding journey with a live Zoom orientation, offered monthly, and followed it with a 12-part automated email series timed every 30 days over the first year of membership. Each message focused on a different area of membership—offering short, actionable guidance with links to explore more.

To support visual learners and ensure access to everything in one place, we also created a comprehensive New Member Companion Guide—a digital handbook filled with instructions, contact info, benefit overviews, and step-by-step walkthroughs of RHAWA’s platform. This handbook was distributed via the Welcome Email and during the Zoom Orientation.

Together, the campaign functioned as a warm, personalized roadmap that made members feel supported from day one.

The New Member Companion Guide

This branded, interactive PDF served as the heart of the onboarding experience. It included:

  • A full breakdown of RHAWA benefits and services
  • Contact information for all departments and staff
  • Platform how-tos (Member Compass, Legal Forms, Screening, Help Center)
  • Highlights of events, education, and advocacy
  • Embedded links for easy navigation

The guide was promoted in the welcome email and available online year-round for all new and existing members.


Email Series Highlights

Here are a few featured messages from the 12-part series:

  • Welcome Email: “Here’s What You Need to Know First”
    • Sets expectations and introduces login steps and benefits overview.
    • New members were directed to this article from the Welcome Message
  • Meet the Team
    • Humanizes the organization and connects members with key staff.
  • Intro to Legal Forms
    • Offers a guided tour of the rental forms library with usage tips.
  • Intro to Screening
    • Explains tenant screening options with a simple step-by-step guide.

Other messages in the sequence included:

  • Education and OnDemand Classes
  • Government Affairs + Advocacy
  • Member Forum + Help Center Access
  • Vendor Directory + Special Events
  • Committees, Board Involvement, and Sponsorship Opportunities

The Results

While we didn’t formally track KPIs through a CRM at the time, anecdotal and team feedback showed strong performance:

  • Higher attendance at Zoom orientations
  • Fewer new member support tickets in the first 30 days
  • Increased downloads of legal forms and screening reports
  • Positive feedback from members citing clarity and helpfulness
  • Greater awareness of committee and advocacy opportunities