New customer welcome email or SMS

Purpose

1.1. Automate new customer engagement by sending a tailored welcome email or SMS upon account creation or first purchase.
1.2. Automatedly introduce customers to store policies, ongoing offers, loyalty programs, and contact options.
1.3. Automation ensures timely delivery of onboarding information to build trust and early brand association for retail general merchandise clients.

Trigger Conditions

2.1. Customer registration automates the start of the workflow.
2.2. First online order automates the welcome message.
2.3. Opt-in to store communication automates the confirmation communication.
2.4. Automated syncing with CRM or eCommerce platform identifies new customers.

Platform Variants

3.1. Twilio (Programmable SMS API)
• Feature/Setting: Set trigger on new user creation via webhook; configure automated SMS body and sender number.
3.2. SendGrid (Mail Send API v3)
• Feature/Setting: Automate transactional email sending using dynamic templates and contact list sync.
3.3. Mailchimp (Automations > Welcome Message)
• Feature/Setting: Enable prebuilt welcome automation linked to "audience added" trigger.
3.4. Klaviyo (Flow > Welcome Series)
• Feature/Setting: Automate email sequence triggered when profile is created in-list.
3.5. ActiveCampaign (Automations > Start Trigger)
• Feature/Setting: Set up "subscribes to list" automated flow with Welcome Email.
3.6. HubSpot (Workflows > Contact Enrollment)
• Feature/Setting: Automated workflow triggered by new contact property or transaction.
3.7. Salesforce Marketing Cloud (Journey Builder)
• Feature/Setting: Automation via Entry Event using API event or Data Extension update.
3.8. Omnisend (Automation > Welcome Workflow)
• Feature/Setting: Automated email or SMS in response to sign-up form submission.
3.9. Shopify (Flow Automation app)
• Feature/Setting: Automate sending welcome emails through email apps connected to order/customer creation.
3.10. WooCommerce (AutomateWoo plugin)
• Feature/Setting: Rule-based automator for new customer triggers, acts via Email or SMS extensions.
3.11. Constant Contact (Email Automation)
• Feature/Setting: Welcome email automates on new list addition.
3.12. Intercom (Outbound Messages > Behavior Triggered Messages)
• Feature/Setting: Set automated welcome via user registration event.
3.13. Freshdesk (Automations > Dispatch’r)
• Feature/Setting: Automate welcome message using event-driven ticket creation from new customers.
3.14. Zendesk (Triggers > User Created)
• Feature/Setting: Automated responses sent via ticket or message upon new user record creation.
3.15. Iterable (Workflow Studio > Trigger Event)
• Feature/Setting: Create welcome email workflow automating on “User Created” event API call.
3.16. Braze (Canvas > Entry Events)
• Feature/Setting: Welcome communication automated using Custom Event triggering.
3.17. AWeber (Campaigns > Automation Rules)
• Feature/Setting: Create entry automator to send welcome series on new subscriber.
3.18. Moosend (Automation > Trigger)
• Feature/Setting: Set “Subscribes to List” trigger to start automated email.
3.19. Drip (Workflows > Trigger)
• Feature/Setting: Automate on registration using "Subscriber is added" trigger.
3.20. SMSBump (Workflow Automation)
• Feature/Setting: SMS workflow automates via Shopify or API new customer event.

Benefits

4.1. Automates first-contact efficiency, enhancing customer retention.
4.2. Reduces manual workload, ensuring all new customers are welcomed automatedly.
4.3. Automator delivers consistent, error-free welcome messages for branding.
4.4. Enables scalable, automatable customer relationship-building even with store growth.
4.5. Immediate onboarding automates faster sales funnel entry and loyalty program awareness.