Automated welcome series for new customers

**Purpose**

1.1. Build an automated multi-step welcome series for new customers of Anhui cuisine restaurants.
1.2. Deliver segmented messages to inform, engage, and upsell via email, SMS, and messaging apps.
1.3. Guide new customers: loyalty program intro, menu highlights, discount codes, and first-visit reminders.
1.4. Collect new customer feedback and invite follow-up action.

**Trigger Conditions**

2.1. New customer's information captured through web reservation, POS, or loyalty app.
2.2. Trigger event: 'New Customer' tag or first purchase recorded.
2.3. Automated entry into a multi-step welcome sequence.

**Platform Variants**

3.1. **Mailchimp**
- **Feature:** Customer Journey Builder; automate welcome emails; configure with "New contact joins audience" trigger.
3.2. **Twilio**
- **Feature:** Messaging API; create SMS logic for order confirmation and welcome text; webhook triggers on new sign-up.
3.3. **SendGrid**
- **Feature:** Automation series; define API event for "new recipient" and send a sequence of personalized emails.
3.4. **ActiveCampaign**
- **Feature:** Automations; trigger by entry to 'New Customer' list, send timed onboarding series.
3.5. **HubSpot**
- **Feature:** Workflows; new contact creation triggers multi-step email sequence, SMS via integration.
3.6. **Zoho CRM**
- **Feature:** Workflow Rules; send automated welcome communication on new lead/customer record.
3.7. **Salesforce**
- **Feature:** Process Builder/Flow; automate messaging based on contact creation in Food Service vertical.
3.8. **Zendesk**
- **Feature:** Trigger automation on new ticket/contact; send welcome with menu/FAQ to customer inbox.
3.9. **Intercom**
- **Feature:** Series; start onboarding engagement based on first contact event.
3.10. **Drip**
- **Feature:** Workflow; tag "First Order" triggers multi-email nurture sequence.
3.11. **Klaviyo**
- **Feature:** Flows; automates first-time diner flows with dynamic menu content using "Joined List" trigger.
3.12. **Slack**
- **Feature:** Incoming Webhooks; send real-time notification to team on new signup, trigger internal welcome process.
3.13. **Facebook Messenger (Meta)**
- **Feature:** Messenger API; automated first contact message when user interacts or signs up via Facebook page.
3.14. **WeChat**
- **Feature:** Official Account Auto-Reply; configure auto-responder for new followers.
3.15. **WhatsApp Business API**
- **Feature:** Welcome template message; automation triggered via CRM or custom webhook.
3.16. **Google Sheets**
- **Feature:** New row (customer data); trigger add-on or script to initiate corresponding automation in messaging.
3.17. **Typeform**
- **Feature:** On completion of feedback form, trigger webhook or integration to send follow-up welcome communication.
3.18. **Shopify**
- **Feature:** Workflow automation; trigger 'Welcome Flow' on customer account creation or first order.
3.19. **Pipedrive**
- **Feature:** Workflow Automation; new contact triggers external email/SMS process.
3.20. **Constant Contact**
- **Feature:** Automated Email Series; set "List Add" as event to start welcome sequence.

**Benefits**

4.1. Immediate and professional first impression for Anhui restaurant customers.
4.2. Explains brand story, promotes menu favorites, and ensures customer returns.
4.3. Cross-channel approach increases engagement rates and customer retention.
4.4. Automation saves staff time and ensures every customer receives consistent onboarding.
4.5. Quickly gathers actionable feedback and boosts loyalty program sign-ups.