Scheduled delivery of welcome emails and club information packs

Purpose

1. Automate scheduled delivery of personalized welcome emails and club information packs to new golf club members for streamlined onboarding.

2. Automate inclusion of event calendars, membership benefits, club rules, contact points, and exclusive offers in each automated email.

3. Automates consistent first-touch communication to improve engagement, retain new signups, and reduce manual onboarding effort.

4. Enables tracking of email delivery, open rates, and ensures automated compliance with communication standards.

Trigger Conditions

1. Member registration completed in the golf club management system.

2. Member status set to "active" or "pending welcome".

3. Scheduled time delay after registration (immediate, 2 hours later, next business day, etc.).

4. Member placed into "New Member" segment or group.

5. Specific user event, e.g., payment confirmation received.

6. Manual trigger via admin dashboard for exceptions.

7. Trigger by API webhook upon new member data entry.

Platform Variants

1. Salesforce Marketing Cloud

• Feature/Setting: Journey Builder Email Send Activity — Configure journey start on "New Contact" event, automate template selection and attachment inclusion.
  

2. HubSpot

• Feature/Setting: Workflows — Trigger on contact property update, automate enrollment in "Welcome Pack Drip", configure email module.
  

3. Mailchimp

• Feature/Setting: Customer Journeys — Automate trigger on audience joined, schedule first-touch email with attached files.
  

4. ActiveCampaign

• Feature/Setting: Automations — Automate entry on new list addition, schedule multi-email sequence with info pack PDF link.
  

5. Microsoft Power Automate

• Feature/Setting: Automated Cloud Flow — Trigger on "New Row" in member table, automate send email with club attachments.
  

6. Zoho CRM

• Feature/Setting: Workflow Rules — Triggered on contact creation, automate "Send Welcome Email" action, attach files.
  

7. SendGrid

• Feature/Setting: Automation — Configure Contact List triggers, automate transactional template send.
  

8. Constant Contact

• Feature/Setting: Email Automation — Set up automated welcome series, timed delivery, PDF insert.
  

9. Klaviyo

• Feature/Setting: Flows — Automate trigger on signup event, configure "Welcome Series" with info pack download link.
  

10. Intercom

• Feature/Setting: Custom Bots — Automatedly message new users, schedule follow-up with club documents.
  

11. Gmail API

• Feature/Setting: Send Email endpoint — Automate call triggered by webhook, pre-fill email with attachment.
  

12. Outlook 365

• Feature/Setting: Power Automate integration — Trigger from member addition in SharePoint, automate personal email sequence.
  

13. Mandrill

• Feature/Setting: Transactional Email API — Automate POST on new signup, attach club materials.
  

14. Pabbly Connect

• Feature/Setting: Automated Workflow — Triggered from CRM, automate Send Email action with delayed scheduling.
  

15. Integromat (Make)

• Feature/Setting: Scenario — Automate trigger on new member data, automate send via email service module.
  

16. Drip

• Feature/Setting: Workflows — Automation triggered by tag, schedule "Welcome Package" campaign.
  

17. Amazon SES

• Feature/Setting: SendEmail API — Automate call from club backend on signup, automate attachment handling.
  

18. MailerLite

• Feature/Setting: Automated Workflows — Trigger when subscriber joins, automate emailed info pack.
  

19. Brevo (ex-Sendinblue)

• Feature/Setting: Automation — Configure entry point, automate email delivery with file link.
  

20. Slack with Email Add-on

• Feature/Setting: Workflow Builder — Trigger on form submission, automate message and email with info file.
  

21. Google Apps Script

• Feature/Setting: Time-driven trigger — Automated function to query new members and email PDFs on schedule.
  

22. Zapier

• Feature/Setting: Multi-step Zap — Automate trigger on member system, sequence send with formatted club message.
  

Benefits

1. Automates immediate and consistent onboarding, improving member experience.

2. Reduces manual messaging workload, freeing staff for core operations.

3. Enables automatable segmentation and personalization of welcome content.

4. Accurate tracking and analytics for automated member engagement.

5. Ensures automated, timely, and error-free communication flow.

6. Easily scalable as member volume or club offerings grow.

7. Supports automated workflows for compliance and documentation retention.