This step has one job: put the BoxEx activation email into your new member onboarding so every future member gets connected automatically. It is the single most important action in this entire onboarding - because it's the one that keeps paying you back.
Every new member feels extra value in their first week, has one more reason to stay when life gets busy, and walks around telling people their membership works in every city. You set it up once, and every member you ever add gets that experience without you touching anything.
Your current members get covered by your member list upload - the moment you upload, each of them receives their welcome email directly from BoxEx. But new members keep walking through your door, and every one of them deserves the same value from day one. The email you install here fires on day 2 of every new membership from now on. New members activate while they're most excited, and you never have to think about it again.
You're handing every new member a benefit most gyms can't offer, from their very first week. (And this is the only place the per-member fee from the Start page ever applies - it starts when a new member is added to your roster.)
Log in to your dashboard - your gym's activation link is right there. That link is what goes behind the button in the email below. It's unique to your gym, so every member who uses it lands already connected to you.
In your CRM, add one automated email that goes out to every new member within the first two days of joining. It introduces BoxEx as part of their membership. Set it once and it runs on its own from that point forward.
Why day 1 or 2 matters: New members are most engaged in their first week. Introducing BoxEx early makes it part of how they understand their membership - not an afterthought they hear about months later.
Subject: Your membership travels with you
Hey [First Name],
Welcome to [Gym Name]. Two days in, and there's something you should know about your membership: it works outside this building.
We're part of BoxEx, a national network of CrossFit gyms. When you travel, you can train at any gym in the network. Work trips, vacations, holidays out of town. You show up, you get a great workout, you feel at home. Every year, your first class at each gym in the network is free.
Your training doesn't have to stop because you left town. And you never have to settle for a hotel gym again.
One thing worth knowing: after you train at a gym in the network, they will ask you for an honest Google review. That's how independent gyms like ours grow, and it's all anyone will ever ask of you. (Yes, that includes us. We'd never say no to one.)
It takes about a minute to activate:
[Activate my BoxEx membership - YOUR ACTIVATION LINK HERE]
No cost to you. Nothing to manage. It's just part of being a member here.
See you at the gym,
[Owner/Coach Name]
[Gym Name]
Select your CRM below for a step-by-step walkthrough on exactly where to add the email.
The concept is the same regardless of what system you use. Here is what you are looking for:
Not sure where to find this in your system? Book a quick call below and we will walk you through it in 15 minutes.
After you save and activate: send yourself a test and BCC hello@theboxexchange.co - that's how we confirm your gym is live and your members are covered.
Optional but smart: the day-9 nudge. Not everyone clicks the first time. Add this short follow-up at day 9, sent only to members who haven't activated:
Subject: Still here when you travel
Hey [First Name],
Quick reminder: your [Gym Name] membership includes a free class every year at CrossFit gyms across the country when you travel. You just haven't activated it yet.
One minute, and it's done:
[Activate my BoxEx membership - YOUR ACTIVATION LINK HERE]
[Owner/Coach Name]
[Gym Name]
Adding members by hand. The CRM email is the system - leave it to do the work. But if you ever need to connect someone directly (a member who slipped through, a coach who just joined your staff), you can add them manually at theboxexchange.co/manage-members and they'll receive their BoxEx welcome email immediately. Use one path or the other for each person, never both - nobody needs two invitations.
If you want a hand getting the new member email installed we can do it together in 15 minutes. Book a time and we will walk through your specific CRM on the call.
Book a 15-Minute CRM CallLog in to your BoxEx dashboard and copy your activation link. Cannot find it after logging in? Email hello@theboxexchange.co and we will send your link within a day.
Fastest path - have your CRM support build it. If you do not recognize your CRM's automation screen, do not spend 20 minutes hunting. Paste this to your CRM's support chat:
Hi - I want an automated email sent to every new member 2 days after their join date. One email, once per member. I will paste the email text below. Can you set this up or walk me through it?
Doing it yourself? Use the walkthrough for your CRM in the section above. Rather do it together? Book a 15-Minute CRM Call.
Run one test signup through your new-member flow and BCC hello@theboxexchange.co on the send. Within 24 hours, BoxEx emails you back confirming your gym is live. No confirmation, or your CRM cannot BCC? Book the 15-minute call - do not let this one silently fail. It is the step that covers every future member.
The email handles day 2 - this handles day zero. Word for word or make it yours:
"Awesome - you're in. One more thing you just got: we're part of BoxEx, a network of CrossFit gyms across the country. When you travel, your membership travels with you - you can train at any gym in the network. It all lands in your email in a couple of days, takes two minutes to set up, and you're covered every year you're with us."
Step 2 of 4 - about 15 minutes