Welcome emails for new clients

Purpose

1. Welcome emails inform new animal hospital clients about services, introduce the veterinary team, share vital visit instructions, and reinforce care standards.

2. They deliver appointment confirmations, pre-visit requirements, emergency contact info, pet care checklists, document upload links, location maps, and payment instructions.

3. Emails establish early trust, set communication expectations, increase compliance, promote hospital digital services, and up-sell wellness plans or pet insurance.

Trigger Conditions

1. New client record is created in PMS (Practice Management System).

2. Online appointment booking by a first-time user.

3. Manual CRM tag for “new client.”

4. Website form submission with opt-in.

5. Mobile app registration event.

Platform Variants

1. Mailchimp

• Feature/Setting: “Transactional Email via Mandrill API”
  
• Configure API to trigger template send upon new client addition.
  

2. SendGrid

• Feature/Setting: “Single Send” API
  
• Use Marketing Campaigns/Single Sends, map template fields to client data.
  

3. ActiveCampaign

• Feature/Setting: “Automations” > “Send Email”
  
• Trigger automation with contact added to “New Client” list.
  

4. HubSpot

• Feature/Setting: “Workflows” + “Send Email”
  
• Trigger on new contact property/segment match (e.g., Client Type = New).
  

5. Zoho CRM

• Feature/Setting: “Workflow Rules” + “Mail Merge”
  
• On new lead or tag, execute a custom email template.
  

6. Salesforce

• Feature/Setting: Process Builder > “Email Alert”
  
• Launch alert on contact creation with specific custom field.
  

7. Klaviyo

• Feature/Setting: “Flows”
  
• Trigger flow from list signup or custom event, use dynamic fields.
  

8. Constant Contact

• Feature/Setting: “Welcome Email Automation”
  
• Assign to new contacts imported/entered in specified list.
  

9. Gmail API

• Feature/Setting: “Users.messages.send”
  
• Authenticate service account, build message payload with MIME.
  

10. Microsoft Outlook Graph API

• Feature/Setting: “SendMail” endpoint
  
• Use delegated permissions, supply HTML welcome body and client details.
  

11. Intercom

• Feature/Setting: “Series” + “Outbound Email”
  
• Trigger when user is tagged as ‘new-client’ in platform.
  

12. Drip

• Feature/Setting: “Workflows” + “Send a One-Off Email”
  
• Start on subscriber segment enter (tag: animal-hospital-new-client).
  

13. Keap (Infusionsoft)

• Feature/Setting: “Campaign Builder” + “Send an Email”
  
• Link email action to contact who fulfills new client criteria/tag.
  

14. Pipedrive

• Feature/Setting: “Workflow Automation” + “Send Email”
  
• Automate when contact is added with ‘Client Type = New Client.’
  

15. MailerLite

• Feature/Setting: “Automation” + “Welcome Email”
  
• Automatic trigger for new client group assignments.
  

16. Postmark

• Feature/Setting: “Transactional Email API”
  
• POST to /email endpoint with new client payload and template reference.
  

17. Amazon SES

• Feature/Setting: “SendEmail” API
  
• Triggered Lambda function with custom client data merges.
  

18. Freshdesk

• Feature/Setting: “Automations” > “Send Email to Contact”
  
• Triggered from ticket or contact creation event.
  

19. Brevo (formerly Sendinblue)

• Feature/Setting: “Transactional Email API v3”
  
• On client entry, send personalized welcome via email template.
  

20. Customer.io

• Feature/Setting: “Campaign Triggers”
  
• Send an onboarding email when new client event received via API.
  

21. Moosend

• Feature/Setting: “Automation Workflow”
  
• On new mailing list addition, trigger welcome template.
  

22. Elastic Email

• Feature/Setting: “Campaign Trigger by Event”
  
• API triggers transactional email with welcome template on new client intake.
  

23. Gist

• Feature/Setting: “Automation Rules”
  
• When user added with “New Client” tag, send automated email.
  

24. Mandrill

• Feature/Setting: “Messages Send API”
  
• Use webhook to trigger welcome email using pre-set template.
  

Benefits

1. Accelerates client onboarding; eliminates manual email composing.

2. Increases hospital professionalism and client impression.

3. Improves information accuracy and delivery speed.

4. Promotes pet health compliance and appointment preparedness.

5. Enables tracking of open rates for follow-up actions.

6. Unlocks cross-selling and educational upsell at first contact.

7. Consolidates communication and reduces staff burden.

8. Scalable for single-site or multi-location veterinary practices.

9. Supports integration with appointment calendars and CRM updates.

10. Reduces error and ensures every new client is welcomed.