Automated sending of welcome packages or emails

**1. Purpose**

1. Automate the process of welcoming new synagogue members by automatically generating, customizing, and delivering welcome packages or emails, ensuring timely outreach and fostering community connection.

2. Automating this process strengthens engagement by immediately acknowledging new members, sharing essential information, providing access links, event details, synagogue history, and community guidelines.

3. Automation includes compiling personalized content, adding multimedia, and integrating social, donation, and event links for effective onboarding and continuous engagement.

**2. Trigger Conditions**

1. Upon new member registration in the synagogue membership system.

2. After successful completion of an online membership form.

3. When a manual entry is added to the membership CRM by office staff.

4. Following payment confirmation for membership dues.

5. When an event RSVP is received from a prospective member.

**3. Platform Variants**

1. Mailchimp

- Feature/Setting: Automated Welcome Email Campaign; configure a trigger on list addition and use merge tags for personalization.

2. SendGrid

- Feature/Setting: Automated Transactional Template; set up event webhook trigger for new contacts and design a dynamic template.

3. Twilio SendGrid API

- Feature/Setting: Automate via v3 Mail Send API; set API key, define sender, and embed templated messages with personalization fields.

4. HubSpot

- Feature/Setting: Workflow Automation; trigger email on list update or form submission, use personalization tokens.

5. ActiveCampaign

- Feature/Setting: Automate by configuring “Automations” to send an email when a contact subscribes to a specific list.

6. Constant Contact

- Feature/Setting: Auto-responder series; triggers on contact creation and includes personalized welcome messaging.

7. Zoho CRM

- Feature/Setting: Workflow Rules to send emails automatically on lead/contact creation tied to “Synagogue Member” status.

8. Salesforce

- Feature/Setting: Process Builder or Flow Automation to send welcome emails when a new contact is tagged “Member”.

9. Microsoft Power Automate

- Feature/Setting: Flow that triggers on new item in SharePoint/Microsoft Lists, sending automated welcome package via Outlook.

10. Google Workspace (Gmail + Apps Script)

- Feature/Setting: Apps Script function triggers on Google Form submission, automates sending a customized Gmail.

11. Amazon SES

- Feature/Setting: Lambda function with SES API; receives trigger from signup service, automates templated welcome email.

12. Slack

- Feature/Setting: Incoming Webhooks or Workflow Builder; automatizes sending welcome message with links to private groups.

13. Intercom

- Feature/Setting: Automated Message; set up onboarding series triggered on new user creation.

14. Pipedrive

- Feature/Setting: Automation Workflow; triggers email as a activity-based action upon contact stage change to “Member”.

15. Klaviyo

- Feature/Setting: Sign-up Form Automation; sends a welcome flow on list entry and delivers attached documents.

16. Typeform + Integrations

- Feature/Setting: Automate on submission via webhook or Zapier, sending personalized email and attachment.

17. Wix Automations

- Feature/Setting: Site event triggers automation; on new member join, send email using a branded template.

18. Shopify

- Feature/Setting: Workflow automation using Shopify Flow to trigger email sequence when “Synagogue Product” is purchased.

19. Airtable

- Feature/Setting: Automation script runs on record creation in “Members” table, sending branded welcome email.

20. Monday.com

- Feature/Setting: Custom automator triggers email externally when items are updated to “New Member” in boards.

**4. Benefits**

1. Simplifies and automates new member onboarding procedures for consistent communication.

2. Automates delivery timeline, ensuring every member receives timely, welcoming communication.

3. Reduces administrative workload by automating repetitive welcome tasks.

4. Improves member retention and satisfaction through prompt, personalized outreach.

5. Centralizes data tracking, making later engagement and follow-up automation possible.

6. Enables scalable growth without additional staff, as automation adapts to membership volume.

7. Standardizes communication for branding, compliance, and professionalism.

8. Automates multi-channel approaches, from email to SMS or group chat welcome.

9. Facilitates reporting and analytics through automation logs and tracking events.

10. Sets the stage for further automatable engagement, event notifications, and donation reminders.