Welcome email with resources

Purpose

 1.1. Automate delivery of a personalized welcome email to new ABA therapy clients.
 1.2. Ensure clients receive onboarding resources, intake documents, and therapy expectations promptly.
 1.3. Trigger client engagement, reduce manual onboarding workload, and standardize first communication.
 1.4. Distribute resource links (parent handbooks, initial questionnaires, contact info, telehealth setup guides).

Trigger Conditions

 2.1. New client record created in intake system or CRM.
 2.2. Online form (registration or referral) submission completed.
 2.3. Manual addition by admin upon intake confirmation.
 2.4. Payment or insurance verification completion.

Platform Variants

 3.1. Gmail API
  • Feature/Setting: send automated message on new label or contact addition; configure filter and draft template.
 3.2. Outlook Graph API
  • Feature/Setting: monitor new contact or specific folder; auto-send welcome from built template.
 3.3. SendGrid
  • Feature/Setting: use Mail Send endpoint; set dynamic template with merge fields for client/patient data.
 3.4. Mailgun
  • Feature/Setting: use Messages API; lightweight template assignment via parameters.
 3.5. Amazon SES
  • Feature/Setting: create a Rule Set for new registrations; configure template email with resource attachments.
 3.6. Mailchimp
  • Feature/Setting: Audience Automation triggers email when added to specific tag/list.
 3.7. HubSpot
  • Feature/Setting: Workflow Automation; configure trigger on new contact from “Client Onboarding” list.
 3.8. ActiveCampaign
  • Feature/Setting: Automations; event triggers “Welcome” email with downloadable resources.
 3.9. Salesforce
  • Feature/Setting: Workflow Rule for “New Client” event, with Email Alert action using custom template.
 3.10. Zoho CRM
  • Feature/Setting: Workflow Rule with “Field Update/Contact Created”, sends email via Zoho Mail integration.
 3.11. Pipedrive
  • Feature/Setting: Automations; trigger workflow on new person, send templated email via Email Sync.
 3.12. Freshdesk
  • Feature/Setting: Automations; “Contact Created” triggers email with knowledge base link and forms.
 3.13. Intercom
  • Feature/Setting: Series Automation; new user added, sends onboarding message with resources attached.
 3.14. Slack (for internal notification)
  • Feature/Setting: Incoming Webhook for new client; sends Slack alert to team for manual review if needed.
 3.15. WhatsApp Business API
  • Feature/Setting: Send message with resource document links; configure on new client event.
 3.16. Twilio Email
  • Feature/Setting: SendGrid integration for Twilio SendGrid Dynamic Templates; trigger on intake API call.
 3.17. Typeform
  • Feature/Setting: Completion webhook; triggers welcome email with link to further forms/resources.
 3.18. Jotform
  • Feature/Setting: Submission Autoresponder; attach files and set up resourceful message on submission.
 3.19. Microsoft Power Automate
  • Feature/Setting: Flow on item creation in SharePoint/Dataverse; sends Outlook welcome with attachments.
 3.20. Zapier
  • Feature/Setting: Multi-step Zap; trigger on Google Sheet/CRM update, sends formatted welcome email.
 3.21. DocuSign
  • Feature/Setting: Send onboarding docs for signature after email delivery, using Envelope API.
 3.22. BambooHR
  • Feature/Setting: Onboarding workflow; automatically issues welcome with required resource packet.

Benefits

 4.1. Accelerates onboarding timeline and eliminates delays in resource delivery.
 4.2. Scales communication, ensuring branding and legal compliance in every message.
 4.3. Frees administrative staff from repetitive messaging tasks.
 4.4. Improves client satisfaction with prompt, professional first impression.
 4.5. Enables tracking and auditing of client intake communications for quality assurance.