HomeWelcome package delivery upon registrationClient Management & CommunicationWelcome package delivery upon registration

Welcome package delivery upon registration

Client Management & Communication iconClient Management & Communication
1 min read

Purpose

1.1. Automatically deliver a personalized welcome package (digital or physical) to every new registrant of the aero dance class, including essential resources such as schedules, introductory video, safety guidelines, instructor bios, discounts, class app download links, and community access, improving onboarding, engagement, and retention.
1.2. Centralize communication while reducing manual staff effort and ensuring every new participant promptly receives all necessary information to maximize their first experience.
1.3. Instantly engage and inform members at their preferred communication channel so no critical details are missed.

Trigger Conditions

2.1. New client registration detected in any class booking or CRM system.
2.2. Payment for first session or membership successfully processed.
2.3. Participant tags changed to “Active/New” in the membership management database.
2.4. Manual approval/counter by admin if extra verification required.
2.5. Sign-up form completed with validated email or mobile number.

Platform Variants (With Function/API and Configuration)

3.1. Twilio SMS
• Function: Send SMS API.
• Configuration: Trigger HTTP POST with welcome text to user’s phone after sign-up webhook fires.
3.2. SendGrid
• Function: Send Email (v3 Mail Send API).
• Configuration: Auto-email new user with attachments (PDF, links) using dynamic templates.
3.3. Slack
• Feature: Incoming Webhooks.
• Configuration: Post personalized welcome message in a private onboarding channel per new member.
3.4. Mailchimp
• Feature: Automated Email Campaigns.
• Configuration: Start welcome series workflow when added to “Aerial Class Starters” list.
3.5. ActiveCampaign
• Function: Automation Triggers + Send Email via template.
• Configuration: Begin sequence on registration event; conditionally split SMS/email.
3.6. WhatsApp Business API
• Function: Outbound Message endpoint.
• Configuration: Auto-send rich-media welcome pack to registered mobile.
3.7. HubSpot CRM
• Feature: Workflow Automation.
• Configuration: When contact is created → send onboarding email + internal task assignment.
3.8. Zoho CRM
• Function: Workflow Rules + Email Template.
• Configuration: Rule triggers welcome email/pdf with class info after record insertion.
3.9. Microsoft Teams
• Feature: Adaptive Cards via Webhook.
• Configuration: Post onboarding card in user’s Team on registration.
3.10. Gmail API
• Function: send (Users.messages.send).
• Configuration: Automatic welcome message with attachment from class admin Gmail account.
3.11. Outlook 365
• Feature: Power Automate Email Actions.
• Configuration: Outlook auto-sends branded onboarding packet PDF upon new contact.
3.12. Google Sheets
• Feature: Apps Script Trigger.
• Configuration: On new row (registration), script sends templated welcome email (Gmail API).
3.13. AirTable
• Feature: Automations → Send Email / Webhook Action.
• Configuration: Row added triggers email to participant using mapped fields.
3.14. Shopify
• Function: Shopify Flow + Email Notification.
• Configuration: Purchase of class product triggers customized welcome email.
3.15. Stripe
• Feature: Webhook Event (checkout.session.completed).
• Configuration: Payment confirmation fires hook to start email/SMS delivery routine.
3.16. Calendly
• Feature: Event Created Webhook.
• Configuration: On class reservation, trigger onboarding email sequence.
3.17. Pabbly Connect
• Function: Email or SMS Action Steps.
• Configuration: Step triggers automated package dispatch on registration webhook.
3.18. Salesforce
• Feature: Process Builder Flow + Email/Task.
• Configuration: New contact triggers guided engagement and notification.
3.19. Intercom
• Feature: Series Automation.
• Configuration: User addition to segment triggers in-app message + email pack.
3.20. ClickSend
• Function: SMS API SendMessage endpoint.
• Configuration: Direct SMS delivery of class welcome itinerary after registration form SUBMIT.
3.21. Kajabi
• Feature: Automations Flow.
• Configuration: Grant user a “Getting Started” product with onboarding content on registration.
3.22. Zoom
• Feature: Webinar Registration Trigger + Email.
• Configuration: Confirmation email with attachment/links to all tools sent immediately post-sign-up.

Benefits

4.1. Consistent and instant onboarding for all new attendees.
4.2. Eliminates manual admin workload, reducing errors and omissions.
4.3. Multi-channel, platform-agnostic outreach, customizable per user’s preferred medium.
4.4. Drives faster engagement, early community inclusion, and class retention.
4.5. Enables scalability for any class size or frequency across all digital channels.

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