Automated new customer welcome emails/SMS

Purpose

1.1. Automate sending new customers welcome emails and SMS, ensuring immediate engagement and seamless onboarding for new badminton court users.
1.2. Automatedly deliver critical information on facility rules, booking instructions, and promotional offers without manual intervention.
1.3. Automating initial contact increases touchpoints, builds customer trust, and drives higher engagement rates for the sports facility.
1.4. Automation improves consistency of welcome messaging, reduces staff workload, and ensures every new customer is acknowledged and informed.
1.5. Automate workflows to trigger messages based on registrations from multiple sources: online bookings, walk-in sign-ups, or CRM additions.
1.6. Automates follow-up sequences, including event announcements and feedback requests, to deepen customer engagement from day one.

Trigger Conditions

2.1. Automated trigger on submission of registration or sign-up form via website or app.
2.2. Automate initiation upon new customer record creation in CRM or facility management software.
2.3. Automates reaction to successful membership or first payment processed.
2.4. Automation on customer tagging or segmentation update indicating a new relationship.
2.5. Automatedly fetch new user data via API/webhook from online booking platforms.
2.6. Automating message dispatch based on integration with POS or onsite kiosk systems.

Platform Variants

3.1. Twilio
• Feature/Setting: Programmable SMS API; configure “Send SMS” action to automate welcome text with personalized court info.
3.2. SendGrid
• Feature/Setting: v3 Mail Send API; automate transactional welcome email using dynamic templates and customer field mapping.
3.3. Mailchimp
• Feature/Setting: Automations—Customer Journey; set up trigger “Signup Source: API” to automate welcome series.
3.4. HubSpot
• Feature/Setting: Workflow Automation; trigger sequence for “New Contact Added” to automate email drip campaign.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; automate welcome journey initiation on “Subscriber Created” event.
3.6. Zoho CRM
• Feature/Setting: Workflow Rules; automate email notifications for leads with condition “Lead Source: Badminton Booking”.
3.7. ActiveCampaign
• Feature/Setting: Automations; configure “Subscribes to list” to automate welcome email and SMS.
3.8. Klaviyo
• Feature/Setting: Flow Trigger—Added to List; automate personalized badminton court introduction sequence.
3.9. Constant Contact
• Feature/Setting: Automated Email Series; set “New Contact” trigger for sending automated welcome messages.
3.10. Pipedrive
• Feature/Setting: Automation—Deal Created; send email via integration or webhook to automate onboarding info.
3.11. Microsoft Power Automate
• Feature/Setting: Flow—Trigger on “New Row” in Excel/Dataverse; automate sending welcome email through Outlook connector.
3.12. Slack
• Feature/Setting: Workflow Builder; automate Slack message to admin on new customer plus customer email via Zapier integration.
3.13. Google Workspace (Apps Script)
• Feature/Setting: Time-driven trigger with “onFormSubmit”; automate welcome email to new Google Sheet entry.
3.14. Intercom
• Feature/Setting: Series Automation; “New User Registered” triggers automate onboarding chat/email.
3.15. Shopify
• Feature/Setting: Flow app—Order Created trigger; automate welcome sequence for customers booking via online store.
3.16. Wix Automations
• Feature/Setting: Trigger—Form Submission; automate welcome email configuration for badminton court sign-up.
3.17. Freshdesk
• Feature/Setting: Automation Rules—Ticket Created; automate welcome and info dispatch for new booking inquiries.
3.18. Zoho Campaigns
• Feature/Setting: Automation—Contact Added to List; automate introduction and rule explanation.
3.19. Tidio
• Feature/Setting: Chatbot Automations—Trigger “New Contact”; automate chat-based welcome plus SMS/email follow-up.
3.20. Plivo
• Feature/Setting: SMS API; program automated SMS with booking and facility information.
3.21. Infusionsoft/Keap
• Feature/Setting: Campaign Automator—Tag “New Customer”; automate visual sequence for emails and optional SMS.

Benefits

4.1. Automates timely first contact, reinforcing a professional brand image.
4.2. Automated native SMS/email ensures maximum deliverability and open rates.
4.3. Automator-driven process reduces manual oversight and labor cost.
4.4. Consistent automated messaging enhances information accuracy for every new customer.
4.5. Automatable cross-channel delivery (email, SMS, chat) increases engagement by meeting customers on preferred platforms.
4.6. Automating customer onboarding accelerates familiarity with court policies and booking systems.
4.7. Ability to automatedly segment and personalize follow-up based on booking type, age group, or membership status for targeted retention.