Purpose
1. To automate onboarding of new subscription or membership clients for an aromatherapy service, automating the delivery of welcome content, membership confirmation, customer data capture, consent management, preferences collection, appointment scheduling, and member-exclusive benefits distribution.
2. Automatedly streamline gathering client details and consent, automating delivery of tailored guidance, booking information, and enriching customer loyalty via automating workflow touchpoints.
Trigger Conditions
1. Subscription form submission on website or landing page.
2. Payment confirmation via payment processor.
3. SMS opt-in or sign-up via WhatsApp/social messaging platform.
4. Manual addition of member details in CRM or POS.
5. API trigger from third-party booking, wellness apps, or spa portals.
Platform Variants
1. ActiveCampaign
• Feature/Setting: Automate contact add workflow; trigger automation on new subscriber addition.
2. Mailchimp
• Feature/Setting: Automator for new audience member; automated welcome email via Email Automation API.
3. Twilio SMS
• Feature/Setting: Automated SMS onboarding using Messaging API with triggered welcome series.
4. SendGrid
• Feature/Setting: Automated transactional email using SendGrid API; configure automated onboarding sequence.
5. HubSpot
• Feature/Setting: Automated workflow; Member Onboarding via Workflows API and Deals API for loyalty offers.
6. Zoho CRM
• Feature/Setting: Automate lead capture, membership task assignments using Zoho Deluge scripting, CRM API.
7. Calendly
• Feature/Setting: Automated appointment scheduling by connecting Webhooks or API to send calendar invites.
8. Google Sheets
• Feature/Setting: Automate client logging and onboarding progress via Google Sheets API.
9. DocuSign
• Feature/Setting: Automated consent form e-signature using API; auto-request and store agreements.
10. Typeform
• Feature/Setting: Automates preferences survey collection and export via Typeform API.
11. Stripe
• Feature/Setting: Automate payment confirmation and trigger onboarding workflow using Stripe Webhooks.
12. Pipedrive
• Feature/Setting: Automate onboarding stage tracking via Pipedrive API, automating status email sends.
13. Slack
• Feature/Setting: Automate team notification on new sign-up using Slack Incoming Webhooks.
14. Salesforce
• Feature/Setting: Automated CRM assignment, welcome journey, and loyalty flagging via Salesforce Flow Builder and API.
15. Intercom
• Feature/Setting: Automated in-app onboarding message via Intercom API; segment new subscribers.
16. WhatsApp Business API
• Feature/Setting: Automating onboarding welcome messages via WhatsApp message templates API.
17. Freshdesk
• Feature/Setting: Automated ticket creation with onboarding checklist via API, automating support follow-up.
18. Shopify
• Feature/Setting: Automate new member tagging, onboarding email via Shopify API and Shopify Flow.
19. Google Calendar
• Feature/Setting: Automated calendar invite to intro aromatherapy session via Google Calendar API.
20. Airtable
• Feature/Setting: Automate client onboarding status and loyalty details logging via Airtable Automations.
21. Notion
• Feature/Setting: Automated onboarding progress tracking and client notes via Notion integration API.
22. Zendesk
• Feature/Setting: Automated trigger for onboarding support, welcome ticket via Zendesk Triggers and API.
Benefits
1. Automates repetitive onboarding steps, saving staff time and improving accuracy.
2. Automated workflows maintain consistency for every new member, enhancing the customer experience.
3. Automating communication and scheduling increases conversion and engagement rates.
4. Automation enables faster access to member benefits, automates compliance with consent requirements.
5. Automated data capture and tracking strengthen member retention and loyalty in aromatherapy services.
Customer Experience & Loyalty