Welcome emails and onboarding workflows

Purpose

1. Automate delivery of welcome emails, member onboarding journeys, and resource access for new aquatic centre members.

2. Automatedly introduce new members to facility amenities, safety policies, schedules, and staff points of contact.

3. Automate follow-up messaging for document collection, digital waiver signing, and orientation registration.

4. Optimize first impressions and member satisfaction with automated communications, reducing manual staff workload.

Trigger Conditions

1. New member registered via online portal or onsite POS.

2. Payment completed or initial invoice issued in management system.

3. CRM or scheduling tool detects new contact creation or status update.

4. Automated intake form submitted or profile information 100% completed.

Platform Variants

1. Salesforce

• Feature/Setting: Process Builder with "New Contact" trigger; automatedly launch onboarding sequence and send Welcome email.
  

2. HubSpot

• Feature/Setting: Workflows tool; set enrollment trigger as "New Contact" in "Membership" pipeline, automate email sequence.
  

3. ActiveCampaign

• Feature/Setting: Automations; use "Subscribes to list" or "Tag added: New Member" to automate onboarding campaigns.
  

4. Mailchimp

• Feature/Setting: Customer Journey Builder; automate "Welcome" series triggered by new audience member.
  

5. Zoho CRM

• Feature/Setting: Workflow Rules; "On Create" event for Contacts, automate email and onboarding task assignment.
  

6. Microsoft Power Automate

• Feature/Setting: Automator flow triggered on new SharePoint list entry (registration), automate Outlook email and Teams notifications.
  

7. Klaviyo

• Feature/Setting: Flows > Trigger: "Added to List" (Aquatic Centre Members), automate multi-step onboarding emails.
  

8. SendGrid

• Feature/Setting: Automated marketing campaigns, trigger via API when membership created in central system.
  

9. Twilio SendGrid API

• Feature/Setting: Automate transactional welcome email when POST to /mail/send endpoint on membership creation.
  

10. Intercom

• Feature/Setting: Automated Messages; when new user signs up, send onboarding series via chat and email.
  

11. Slack

• Feature/Setting: Incoming Webhooks/API; automate internal channel notifications about new member onboarding tasks.
  

12. Google Workspace (Gmail API)

• Feature/Setting: Automate sending customized welcome emails triggered by Google Sheet row addition.
  

13. Typeform

• Feature/Setting: Integrate Typeform "New Response" event to trigger onboarding automations and email drip via webhook.
  

14. Pipedrive

• Feature/Setting: Automate workflow; "Deal Won" triggers onboarding email and checklist.
  

15. Keap (Infusionsoft)

• Feature/Setting: Campaign Builder; new contact tag automates welcome nurturing and onboarding steps.
  

16. Airtable Automations

• Feature/Setting: When "Status" is "New Member", automatedly send onboarding email and assign staff tasks.
  

17. Zapier

• Feature/Setting: Triggers on member creation in connected app, automates multi-platform onboarding workflows.
  

18. Notion

• Feature/Setting: Automate new database entries for tracking onboarding progress and send reminders automatedly.
  

19. Freshdesk

• Feature/Setting: Automate welcome ticket creation and assign onboarding tasks for new aquatic centre members.
  

20. Monday.com

• Feature/Setting: Automate item creation in “Member Onboarding” board and automatedly send welcome alert.
  

21. Wix Automations

• Feature/Setting: Triggered on new Wix Member registration; automated welcome mail and onboarding checklist.
  

22. Constant Contact

• Feature/Setting: Automated email series triggers for “joins list” event from website or API.
  

23. Webflow Logic

• Feature/Setting: Automate welcome notification and onboarding email when member form is submitted.
  

24. Smartsheet

• Feature/Setting: Automated workflow sends onboarding emails and assigns staff to member follow-up.
  

25. Jotform

• Feature/Setting: Automate based on new submission, send onboarding email and trigger follow-up process.
  

Benefits

1. Automatedly reduces staff workload and inconsistent manual onboarding efforts.

2. Automates delivery of structured, timely, and professional member communications.

3. Ensures all members receive mandatory onboarding steps—facility access, safety guidance, introduction to programs.

4. Improves member retention and satisfaction through prompt, consistent automated engagement.

5. Automation enables easy scaling as member volume at the aquatic centre grows.