Communication & Engagement AutomationPurpose
1.2. Streamlines onboarding, ensuring every new member receives consistent information about services, events, and resources.
1.3. Automates member engagement at the crucial first point of contact, reinforcing brand professionalism and facilitating early community integration.
1.4. Supports automatable collection of preferences or interests for future tailored communications.
1.5. Enhances the automating process for record-keeping and performance metrics regarding member growth and retention.
Trigger Conditions
2.2. New follower event triggered on official social media profiles.
2.3. Member addition to association’s mailing list or CRM database.
2.4. Signup detected via integrations with third-party event or webinar platforms.
2.5. Automated webhook alert from internal systems upon new joining confirmation.
Platform Variants
• Feature: Automate “Welcome” Email.
• Setting: Use “Automated Welcome Email” in Journey Builder.
3.2. Twilio
• Feature: Automate SMS message.
• Setting: Configure “Messages API”, set trigger on subscriber creation event.
3.3. SendGrid
• Feature: Automated onboarding email.
• Setting: Use “Single Send” API tied to list addition trigger.
3.4. Slack
• Feature: Automated direct messages.
• Setting: Use “chat.postMessage” API when new user joins Slack workspace.
3.5. Microsoft Teams
• Feature: Automate chat automation for new members.
• Setting: Configure “Incoming Webhook” to send messages to new channel users.
3.6. HubSpot
• Feature: Automate sequence starter.
• Setting: Use “Workflow” tool, trigger on CRM contact create.
3.7. Salesforce Marketing Cloud
• Feature: Automation Studio email send.
• Setting: “Entry Event” on new list subscriber.
3.8. WhatsApp Business API
• Feature: Automated template message.
• Setting: Initiate message via “messages” API on contact creation.
3.9. Facebook Messenger
• Feature: Welcome bot automation.
• Setting: Configure “Messenger Platform Welcome Screen” and webhook trigger.
3.10. Discord
• Feature: Automated welcome DM.
• Setting: Use “bot.on(‘guildMemberAdd’)” event in Discord.js API.
3.11. ActiveCampaign
• Feature: Automated campaign trigger.
• Setting: Automator sets automation start on tag/new contact.
3.12. Zoho CRM
• Feature: Automated workflow.
• Setting: Workflow Rule: send email/SMS on lead creation.
3.13. Intercom
• Feature: Automated onboarding series.
• Setting: “New User” trigger in Series automation.
3.14. Telegram
• Feature: Automated welcome bot message.
• Setting: Use “sendMessage” API on user join event via bot.
3.15. Google Workspace (Gmail)
• Feature: Automated email trigger.
• Setting: Use Apps Script with Gmail API, trigger on Sheets entry.
3.16. Klaviyo
• Feature: Automation “Flow” for new list entry.
• Setting: Set up flow with “List Triggered Flow”.
3.17. Constant Contact
• Feature: Automated welcome email.
• Setting: “Create Welcome Email” workflow for new contact.
3.18. ClickSend
• Feature: Automated SMS or email.
• Setting: “Send SMS” API linked to new contact event.
3.19. MailerLite
• Feature: Automation workflow.
• Setting: “Automation” → “Subscriber Joins Any Group” trigger.
3.20. Drip
• Feature: Automated email campaign.
• Setting: “Workflow Trigger: Subscriber Created”.
Benefits
4.2. Ensures automatable brand consistency and professionalism with every interaction.
4.3. Accelerates member integration into the association, automating the delivery of essential information.
4.4. Enables scalability—automation handles volume growth without extra admin effort.
4.5. Allows automation of data collection for deeper analytics and automation-driven segmentation.
4.6. Improves personalization; messages can be automatedly tailored based on source or profile.
4.7. Frees association staff from manual onboarding communication tasks, supporting further automating initiatives.