Newcomer welcome and follow-up workflows

Purpose

1. Automate the process of welcoming newcomers to the Armenian Apostolic Church community.

2. Automates initial engagement, delivers welcome content, and schedules follow-up communication.

3. Streamlines member onboarding via automated workflows, ensuring every new attendee receives relevant information, spiritual resources, and invitations.

4. Automates tracking of attendee responses and integrates with church databases for seamless member management.

5. Supports ongoing engagement through automated reminders, feedback collection, and event invitations to promote continuous participation.

Trigger Conditions

1. New member registration form submission on the church website/app.

2. Addition of a new contact to the church CRM or mail list.

3. First attendance check-in via QR code or kiosk at church events.

4. Manual trigger by church admin upon personal introduction or outreach initiative.

5. Automated trigger via integration with event platforms (e.g., Eventbrite RSVP or Zoom registration for online newcomers).

Platform Variants

1. Twilio SMS

• Feature: Automated welcome SMS.
• Setting: Configure SMS API to send templated message on new contact creation.

2. SendGrid

• Feature: Automated welcome email.
• Setting: Use Dynamic Templates and trigger via transactional API.

3. Mailchimp

• Feature: Automated onboarding email campaign.
• Setting: Use Automation Workflow > Welcome emails upon list join.

4. Google Sheets

• Feature: Automated data logging.
• Setting: Use API to append newcomer data on form submission.

5. HubSpot CRM

• Feature: Automated contact profile creation.
• Setting: Workflow automation to add new leads and track engagement.

6. Salesforce

• Feature: Automated task scheduling.
• Setting: Process Builder to create follow-up tasks for newcomers.

7. Slack

• Feature: Automated notifications for volunteers.
• Setting: Post welcome notifications in #newcomers channel via API.

8. Zoom

• Feature: Automated welcome email for online events.
• Setting: API webhook triggers upon registration approval for events.

9. WhatsApp Business API

• Feature: Automated welcome message.
• Setting: Use template message triggered by contact opt-in.

10. Facebook Messenger

• Feature: Automated chatbot welcome.
• Setting: Set greeting text and initial menu with webhook for responses.

11. Microsoft Teams

• Feature: Automated follow-up meeting invites.
• Setting: Use Graph API to schedule meetings upon new member entry.

12. Eventbrite

• Feature: Automated ticket confirmation and church welcome packet.
• Setting: Use Eventbrite API to send automated emails with resource links.

13. Airtable

• Feature: Automated newcomer database update.
• Setting: Use the API to add new rows for each form or event entry.

14. Zendesk

• Feature: Automated support ticket for newcomer queries.
• Setting: Set up triggers to assign newcomer requests to onboarding team.

15. Intercom

• Feature: Automated website chat welcome.
• Setting: Trigger chat campaign for first visits.

16. Calendly

• Feature: Automated meeting scheduling with clergy.
• Setting: Use API events to offer newcomers fellowship meeting slots.

17. Pipedrive

• Feature: Automated pipeline updates for new outreach.
• Setting: Automate adding new contacts into “Newcomers” stage.

18. ActiveCampaign

• Feature: Automated email sequences.
• Setting: Use automation builder for welcome/follow-up series.

19. Google Calendar

• Feature: Automated event invites.
• Setting: API to create invites for upcoming orientation sessions.

20. Typeform

• Feature: Automated newcomer survey follow-up.
• Setting: On submit, use webhook to trigger thank you email or next-step content.

Benefits

1. Automates personalized outreach, building instant connection with visitors.

2. Automates information dissemination, ensuring everyone receives key church resources.

3. Reduces manual administrative workload through automation.

4. Enables tracking and analytics on newcomer engagement via automators.

5. Automates scheduling of follow-ups for higher newcomer retention and engagement.

6. Automates multichannel communication—email, SMS, chat, meetings—through unified automatable flows.

7. Automates customizable workflow steps for specific community needs.

8. Enhances reliability and consistency by automatedly welcoming every newcomer.

9. Streamlines volunteer coordination with automated notifications and assignments.

10. Automates seamless integration between registration, outreach, and event systems for holistic engagement.