New member welcome email and SMS sequences

Purpose

1.1. Deliver automated welcome communication to new members joining the alliance church.
1.2. Inform, engage, and onboard newcomers via coordinated email and SMS.
1.3. Provide essential church resources, ministry info, and event invitations quickly.
1.4. Strengthen first impressions, boost retention, and offer next-step engagement pathways.

Trigger Conditions

2.1. New member profile created in the church database.
2.2. New entry on onboarding or sign-up form.
2.3. Addition to a specific segment/tag in the CRM or membership tool.
2.4. API webhook event: “new_member_registered” from website or kiosk.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Messaging API; Configure with phone number, message template, and opt-in confirmation.
3.2. SendGrid
• Feature/Setting: Mail Send API; Use dynamic templates for personalized welcome emails.
3.3. Mailchimp
• Feature/Setting: Automations builder; Trigger “signup” and send multi-step onboarding sequences.
3.4. ActiveCampaign
• Feature/Setting: Automation workflow; set “Tag added: New member” as trigger and send email/SMS steps.
3.5. HubSpot
• Feature/Setting: Workflows; Enrollment trigger: New Contact → Email Sequence + SMS if integration enabled.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; Entry event: Contact added, with Email and SMS actions.
3.7. Klaviyo
• Feature/Setting: Flows; Trigger by “List/Segment Entry” and configure messaging steps.
3.8. Constant Contact
• Feature/Setting: Automated email series; Trigger: New contact; auto-send sequence.
3.9. Zoho CRM
• Feature/Setting: Workflow rules; On contact creation, initiate emails/SMS via integrated provider.
3.10. Pipedrive
• Feature/Setting: Workflow Automation; On new lead/member, send notification emails.
3.11. Google Workspace (Gmail)
• Feature/Setting: Apps Script/API; Script to auto-send welcome on new row in Google Sheets.
3.12. Microsoft Power Automate
• Feature/Setting: Automated Cloud Flow; Trigger on new item, actions: Outlook email + SMS via Twilio.
3.13. Slack
• Feature/Setting: Incoming Webhooks; Post channel message to staff when new member joins; optionally DM welcome.
3.14. Flocknote
• Feature/Setting: Autoresponder; Configure group joining automation for welcome drip messaging.
3.15. TextInChurch
• Feature/Setting: Automated workflow; Event: New member, send sequenced SMS and emails.
3.16. Church Community Builder
• Feature/Setting: Automated Process Queues; New profile added = launch email/SMS engagement chain.
3.17. Planning Center
• Feature/Setting: Workflow automation in People module; Triggers contact and scheduled messages.
3.18. Breeze ChMS
• Feature/Setting: Follow Up Automation; Assign “Welcome” follow-up on new member creation.
3.19. Tithe.ly
• Feature/Setting: Messaging module; Sequence triggered on form entry, sends welcome email/text.
3.20. Elvanto
• Feature/Setting: People Flows; Automate multi-stage welcome communication as users enter “New Member” flow.

Benefits

4.1. Consistently engages every new member without manual oversight.
4.2. Accelerates connection to ministry life and resources.
4.3. Reduces administrative workload for staff.
4.4. Optimizes first-time guest experience and supports rapid onboarding.
4.5. Enables tracking and analytics for follow-up effectiveness.
4.6. Personalized messaging fosters a sense of belonging quickly.
4.7. Guarantees compliance with opt-in, privacy, and record-keeping policies.