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


