Client Onboarding & EngagementPurpose
1.2. The automation automates the onboarding process, builds trust, reinforces branding, shares class info, and introduces community or next steps, all without manual intervention.
1.3. Automatedly provides relevant details such as schedules, instructor profiles, child-safe policy, aromatherapy product samples, study materials, and access to support channels.
Trigger Conditions
2.2. Can be initiated upon user creation in CRM, completion of sign-up form, or payment confirmation.
2.3. Automatedly activates for each unique email/new entry in the class roster or salon/spa appointment software.
Platform Variants
3.1. Mailchimp
• Feature/Setting: Automated Welcome Email Workflow; Trigger: “Joins audience”; configure email template and audience segment for class registrants.
3.2. ActiveCampaign
• Feature/Setting: Automation Builder; Trigger: “Submits form” or “Tag added”; configure email series and personalized contact fields.
3.3. HubSpot
• Feature/Setting: Workflows; Trigger: Form Submission or Contact Enters List; configure onboarding email sequence.
3.4. SendGrid
• Feature/Setting: Automation API; function: Single Send Campaign with dynamic templates upon API trigger from registration.
3.5. Constant Contact
• Feature/Setting: Automated Email Series; Trigger: New contact entry; schedule welcome email with aromatherapy class info.
3.6. Zoho Campaigns
• Feature/Setting: Automation Workflow; Trigger: “Sign up form submission”; configure onboarding template with links to resources.
3.7. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; Trigger: Data extension entry; automatedly send welcome email with all class particulars.
3.8. Klaviyo
• Feature/Setting: Flows; Trigger: Added to list; configure automated message with enrollee’s name and class dates.
3.9. Drip
• Feature/Setting: Workflow Automation; Trigger: “New subscriber”; configure educational content drip series.
3.10. Moosend
• Feature/Setting: Automation Recipes; Trigger: Contact joins list; setup for spa wellness class initiates onboarding automation.
3.11. MailerLite
• Feature/Setting: Automation Triggered by form submission; personalize welcome step with aromatherapy study PDF.
3.12. ConvertKit
• Feature/Setting: Visual Automations; Trigger: Signup; configure automated personalized welcome and resource links.
3.13. GetResponse
• Feature/Setting: Marketing Automation; Trigger: Contact added to list; nurture email with aromatherapy starter kit.
3.14. Keap
• Feature/Setting: Campaign Builder; Trigger: Contact added or tagged; automatedly schedule welcome and orientation.
3.15. Intercom
• Feature/Setting: Series Automation; Trigger: User registered event; configure onboarding welcome for class participants.
3.16. AWeber
• Feature/Setting: Campaigns Automation; Trigger: Subscriber added to list; personalized onboarding email.
3.17. Segment
• Feature/Setting: Event trigger “User Registered”; use API to route to email service for automated welcome.
3.18. Brevo (ex Sendinblue)
• Feature/Setting: Automation Workflow; Trigger: Contact added to aromatherapy list; automated, branded message.
3.19. Pipedrive
• Feature/Setting: Workflow Automation; Trigger: Deal/lead created; utilize “Send Email” action for welcome.
3.20. Elastic Email
• Feature/Setting: Automation Email Trigger by API/event; configure aromatherapy onboarding template.
Benefits
4.2. Eliminates manual processes, reducing time, error, and costs for spa and wellness educators.
4.3. Ensures consistent branding and messaging automatedly to every new registrant.
4.4. Automatedly improves onboarding experience with timely, informative touchpoints.
4.5. Scalable—automation handles any registrant volume for growing classes or spa operations.