Welcome and onboarding information for new patrons

Purpose

1. Automate delivery of comprehensive welcome and onboarding information for new library patrons through multi-channel communication.

2. Automatedly provide access credentials, library policies, event calendars, digital resources, and personalized contact info.

3. Automator ensures timely, standardized outreach to improve patron engagement, retention, and satisfaction.

4. Automating follow-ups, document delivery, and reminders for account activation and resource usage orientation.

Trigger Conditions

1. New patron registration in library database.

2. Account status change to "Active" or "Approved".

3. Completion of online membership form submission.

4. Sync event from third-party library cards provider.

Platform Variants

1. Twilio SMS

• Feature: Automated SMS notification
  
• Setting: Configure SMS API to trigger and send onboarding text upon new patron creation.
  

2. SendGrid

• Feature: Automated email onboarding flow
  
• Setting: Transactional email API with dynamic onboarding template linked to registration trigger.
  

3. Mailchimp

• Feature: Automated welcome email campaign
  
• Setting: Automation journey with custom trigger on new patron integration.
  

4. Slack

• Feature: Internal onboarding notification
  
• Setting: Incoming Webhooks for real-time updates to staff channels on new patron sign-ups.
  

5. Microsoft Teams

• Feature: Automated staff alert
  
• Setting: Teams Bot API for automated new patron onboarding status notification.
  

6. Google Sheets

• Feature: Automate patron logging
  
• Setting: Sheets API for logging new patrons, automating audit and reporting.
  

7. Salesforce

• Feature: New patron record automation
  
• Setting: Flow Builder to automate onboarding journey emails and task assignments.
  

8. HubSpot

• Feature: Automated sequences
  
• Setting: Marketing Contacts API for onboarding workflow and resource delivery.
  

9. Zoho CRM

• Feature: Workflow automation
  
• Setting: CRM Automation Rules for onboarding communication and task notifications.
  

10. Zendesk

• Feature: Automated welcome ticket
  
• Setting: Trigger automated ticket for personalized onboarding support.
  

11. Intercom

• Feature: Onboarding messages
  
• Setting: Event-based in-app and email messaging on new patron creation.
  

12. ActiveCampaign

• Feature: Automated campaigns
  
• Setting: Automation builder for onboarding email series and SMS.
  

13. Google Calendar

• Feature: Automated orientation invitation
  
• Setting: Calendar API to schedule and notify new patrons of orientation sessions.
  

14. Typeform

• Feature: Automated feedback collection
  
• Setting: Webhook on form submission for instant onboarding survey delivery.
  

15. DocuSign

• Feature: Automated agreement delivery
  
• Setting: eSignature API for signing library usage policies during onboarding.
  

16. Zapier

• Feature: Multi-platform automation
  
• Setting: Automated triggers across platforms for onboarding sequences.
  

17. Notion

• Feature: Automated documentation sharing
  
• Setting: API integration to share and update onboarding resources in real-time.
  

18. Airtable

• Feature: Automated record management
  
• Setting: Automations for updating patron onboarding pipeline records.
  

19. Microsoft Power Automate

• Feature: End-to-end workflow
  
• Setting: Automated onboarding task flows from registration to messaging.
  

20. WhatsApp Business API

• Feature: Automated onboarding messages
  
• Setting: Template messages sent upon patron registration.
  

21. Facebook Messenger API

• Feature: Automated chatbot
  
• Setting: Messenger bot sends onboarding details and FAQs instantly.
  

22. OneSignal

• Feature: Push notification automation
  
• Setting: Automated onboarding push messages for mobile app patrons.
  

23. Freshdesk

• Feature: Automated helpdesk ticket
  
• Setting: Trigger new ticket for onboarding queries and follow-ups.
  

24. Trello

• Feature: Automated onboarding workflow
  
• Setting: Automation rules for assigning and tracking onboarding steps in lists.
  

Benefits

1. Automated processes eliminate manual intervention, increasing accuracy and speed.

2. Consistent and timely onboarding experience for every patron, automatedly ensuring brand compliance.

3. Automating multi-channel communication increases the likelihood of patron engagement.

4. Automation allows real-time tracking and reporting for process optimization.

5. Automator reduces staff workload and enables scalable patron communication.