Onboarding New Pulse Subscribers

This document outlines the step-by-step process for onboarding a new employer to the Pulse platform, including all actions for both paid and complimentary (group scheme) subscriptions.

1. Receive Employer Enquiry or Expression of Interest

• Confirm with the employer whether they are eligible for a complimentary subscription via their group scheme.

• If not eligible, proceed to step 2. If eligible, note in CRM and proceed to step 3.

2. Subscription Payment (if not complimentary)

• Present the employer with a Pulse Subscription Privacy Disclosure

• Send the employer a subscription payment link.

• Employee Lab is notified of payment

• Once payment is received, proceed to step 3

3. Send Welcome Email and Request Employee Information

• Send the standard Pulse Welcome Email to the employer.

• Include instructions to supply an employee list (full names and email addresses) in spreadsheet or simple document format.

• Advise that employees will receive a login email once their information is processed.

4. Create Employer Plan in Memberspace

• Assign Rupert or designated team member to create a new plan in Memberspace:

  • Name the plan: “[Company Name] Staff”

  • Mark as free plan

  • Mark as private plan

  • Give access to 2 Collections: All Base Plan & [insurer, eg; NIB]

• Double-check plan settings for correct access levels.

5. Provide Employer with Employee Notification Template

• Email the employer a pre-written template they can send to their employees.

• The template should explain:

  • What Pulse is and its benefits.

  • That employees will shortly receive an email with login instructions.

  • They will need to log in and reset their password on first use.

• Confirm that the employer has emailed their staff

6. Receive and Process Employee List

• Ensure the employee list is formatted correctly (first name, last name, email address).

• Check for duplicates or errors and confirm with employer if needed.

7. Mass Upload to Memberspace

• Email the employee list to Memberspace support (as per current Memberspace process) for bulk upload.

• Confirm with Memberspace when the upload is complete.

7b. Instructions from Memberspace for Importing Members

If you need to import existing members, our support team will be happy to help. Contact us via the help button in the bottom right or simply email support@memberspace.com.

1. We'll send you an online spreadsheet to fill in with your members' first & last names, their email addresses, and which plans you want to add them to. You can import as many members as you want!

2. When choosing the plan, each member can only be added to one plan. You can add different members to different plans.

3. We can maintain existing customer billing cycles during the import process.

4. If you have any custom signup fields, you can also add those to the import sheet.

5. Let us know via email when you're ready for us to run the import. 

6. After we run the import, every member will be sent an Invite Email. You can change the default subject line and text of the email easily by going to Customize in your left sidebar navigation > then clicking Notification Emails > Invite Email.

7. Members will be prompted to create a password and join their plan.

8. Support and Follow Up

• Advise the employer once the upload is complete and employees have been notified.

• Remind employer and employees about ongoing support channels for technical or access issues.

• Schedule a follow-up (within two weeks) to check in on employer and employee experience.