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Onboarding email sequence for new customers

Purpose

1.1. Automate sending an onboarding email sequence to new customers of a doll store, guiding them on product care, exclusive offers, store policies, community involvement, and personalized recommendations.
1.2. Automates nurturing customer engagement, educates about doll collections, drives repeat purchases, and delivers a high-touch experience, all by leveraging automatable marketing flows.
1.3. Ensures no manual intervention is needed post-purchase for personalized welcome, automating retention and upsell processes.

Trigger Conditions

2.1. Automatedly triggered when a new customer completes their first purchase or registers on the website.
2.2. Automation can also be activated upon newsletter signup or account creation, automating initial touchpoints.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Use Customer Journeys; configure "Start Journey" trigger - 'Contact is added to audience', sequence scheduling, email templates, and tagging automations.
3.2. SendGrid
• Feature/Setting: Use Marketing Campaigns API, configure automation for 'new contact added' event, and sequence using Automation Automation API.
3.3. ActiveCampaign
• Feature/Setting: Automate with Deals CRM trigger "New Contact," create automatable email sequences via Automations builder, segment contacts based on purchase.
3.4. HubSpot
• Feature/Setting: Enable Workflow Automation; trigger on "Contact created", configure nurture sequence and property tagging for automating follow-up.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder Automation; set entry source as 'Data Extension Update', automate email sequence, and update lead status via API.
3.6. Klaviyo
• Feature/Setting: Automatedly trigger Flow on "Placed Order" event, use drag-drop for multi-stage email flows, and add product recommendations.
3.7. Zoho Campaigns
• Feature/Setting: Use Automated Workflow, set trigger to new contact via API sync, configure timed email sequence.
3.8. Constant Contact
• Feature/Setting: Use Automated Email Series; trigger by list join API, configure time-based automations for subsequent emails.
3.9. MailerLite
• Feature/Setting: Automation Workflow; trigger on subscriber added, schedule onboarding sequence, and automate segmentation.
3.10. ConvertKit
• Feature/Setting: Visual Automations; configure trigger 'joins form', sequence of automatable onboarding emails.
3.11. GetResponse
• Feature/Setting: Workflow Automation; 'Subscribe via Signup Form' triggers onboarding campaign, use automation rules for tagging.
3.12. Drip
• Feature/Setting: Automation Rules; trigger “New person added,” automate sequence, and use custom field updates for targeting.
3.13. Sendinblue (Brevo)
• Feature/Setting: Automation workflows, event-based email triggers such as 'Contact Added', configure dynamic personalization.
3.14. Intercom
• Feature/Setting: Series Automation; trigger on 'New User', automate email sequence delivery and filter communication paths.
3.15. Omnisend
• Feature/Setting: Automation Workflows; trigger “Order Placed”, configure multi-step automated onboarding sequences.
3.16. Benchmark Email
• Feature/Setting: Automation Pro, trigger via list update or API add, build onboarding journeys with automatable steps.
3.17. Moosend
• Feature/Setting: Automation Builder, use ‘When someone subscribes’ trigger, automate email journey.
3.18. AWeber
• Feature/Setting: Campaign Automations; new list subscriber triggers, configure automatable follow-up messages.
3.19. Elastic Email
• Feature/Setting: Automation Email Series, trigger “added to list,” schedule onboarding flow emails.
3.20. SharpSpring
• Feature/Setting: Workflow Automation, use “Contact Record Created” trigger, configure automatable onboarding sequences.
3.21. Customer.io
• Feature/Setting: Campaigns Automation, trigger “User created” event, automate sequence using event conditions.
3.22. Microsoft Power Automate
• Feature/Setting: Use 'When a new item is added' trigger (SharePoint, Dynamics), connect to email API for automatable sequences.
3.23. Google Workspace (Gmail API)
• Feature/Setting: Trigger via Apps Script on form/Sheet update, automate onboarding message with follow-ups.
3.24. SAP Emarsys
• Feature/Setting: Automation Center; trigger on segment entry, automate multi-step welcome flows and product onboarding.

Benefits

4.1. Automatedly delivers a consistently branded onboarding experience across all new customers for higher satisfaction.
4.2. Automates reduction in manual marketing effort, freeing staff for higher-value engagement.
4.3. Automation increases retention, educates clients, and drives upsells and cross-sells for higher life-time value.
4.4. Data-rich automation lets you personalize at scale, automating customer delight and loyalty building.
4.5. Automatable reporting and analytics measure onboarding campaign ROI for continual automation improvements.

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