Customer Relationship & MarketingPurpose
1.2. Automating welcome messaging streamlines customer relationship management, automates first contact/impressions, and delivers information on rink usage, facility rules, schedules, offers, and contact points.
1.3. Automated welcome emails foster customer loyalty, introduce services, automate upsell/cross-sell opportunities, and reduce manual administration for staff.
1.4. Centralizes, personalizes, and automates onboarding journeys for corporate clients, clubs, and individual skaters leveraging data-driven automation.
Trigger Conditions
2.2. Trigger automator when a new registration form is submitted or membership purchased.
2.3. Trigger automatedly by API event such as "user.created", "customer.signup", "ticket.bought".
2.4. Automation via webhook notification from partner systems or sign-up platforms.
2.5. Scheduled automator checks for unwelcomed customers every X minutes.
Platform Variants
• Feature/Setting: Process Builder/Flow automates outbound Messaging action on Lead Creation event.
3.2. HubSpot
• Feature/Setting: Automated Workflow — trigger: "Contact is added to list", action: Send Automated Email.
3.3. Mailchimp
• Feature/Setting: Customer Journey Builder, entry trigger "Signup form", Automated Send Email step configuration.
3.4. SendGrid
• Feature/Setting: Automate with API v3’s "mail/send" endpoint when new user detected.
3.5. ActiveCampaign
• Feature/Setting: Automator "Start Automation", trigger "Subscription to list", Automated Email action.
3.6. Zoho CRM
• Feature/Setting: Workflow Rule — "On record creation", Automated Email send.
3.7. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow, trigger: "When a record is created", Automated Send Email action.
3.8. Google Workspace (Gmail)
• Feature/Setting: Apps Script, on Form Submit trigger, automates email draft and send.
3.9. Intercom
• Feature/Setting: Series Automation, Start: "User signed up", Automated Send Message.
3.10. Klaviyo
• Feature/Setting: Flow automation, trigger: "List joined", automated Welcome Series.
3.11. Constant Contact
• Feature/Setting: Automated Email Series, start on "Contact joins list".
3.12. Brevo (formerly Sendinblue)
• Feature/Setting: Automation Workflow — Entry: Form Submitted, Automated Email action.
3.13. Pipedrive
• Feature/Setting: Workflow Automation, trigger on "Person added", automated Send Email step.
3.14. Marketo
• Feature/Setting: Smart Campaign, trigger: "Person is created", automated Send Email flow step.
3.15. Gorgias
• Feature/Setting: Automation Rule, on "New customer" event, automated email reply.
3.16. Shopify
• Feature/Setting: Flow App, trigger Customer Created, automated send via Email Notifications API.
3.17. Stripe
• Feature/Setting: Webhook on customer.created, automated email via transactional service.
3.18. Wix
• Feature/Setting: Automations, trigger: New Contact, action: Send Automated Email.
3.19. Squarespace
• Feature/Setting: Email Campaign Automation, trigger: Form Submit or Purchase; automated email.
3.20. Freshdesk
• Feature/Setting: Automation rule, on contact creation, automated email send via scenario automator.
Benefits
4.2. Reduces manual workload—staff time is saved through automating repetitive onboarding tasks.
4.3. Improves customer retention—automated welcoming creates a strong first impression and clear communication.
4.4. Ensures consistency—automation delivers unified messaging regardless of entry point or time of day.
4.5. Enables data-driven personalization—automator can integrate customer preferences and details into emails.
4.6. Scales with business—automated systems easily handle surges in new signups, especially during peak seasons.
4.7. Enhances marketing opportunities—automating upsell or event invites in the welcome flow.