Welcome email and informational package delivery

Purpose

1.1. Automate delivery of a personalized welcome email and informational materials (e.g., class schedules, handbooks, access instructions) to newly enrolled adult learners.
1.2. Ensure timely, accurate onboarding communications for improved learner experience, timely engagement, and compliance with orientation requirements.
1.3. Track and confirm delivery, reducing manual admin tasks and increasing operational efficiency.

Trigger Conditions

2.1. New student record creation in enrollment CRM or database.
2.2. Payment confirmation or enrollment form submission.
2.3. Import/update from third-party registration platform.
2.4. API webhook fire from website enrollment form.

Platform Variants

3.1. SendGrid
• Function: Send transactional email via "Mail Send" API.
• Sample: Configure API key, set sender, dynamic templates, personalize with student name/attachments.
3.2. Mailgun
• Function: "Messages" API for immediate send with PDF attachment.
• Sample: Use API key, domain, recipient address, and merge fields for onboarding links.
3.3. Amazon SES
• Function: SMTP or SendEmail API for customizable email content and file attachments.
• Sample: Configure user pool, sender ID, verified domain, HTML body with quick links.
3.4. Microsoft Outlook 365
• Function: Graph API "SendMail" endpoint for personalized emails from official accounts.
• Sample: Register application, grant permissions, use user token for sending message with inline files.
3.5. Google Workspace (Gmail)
• Function: Gmail API "users.messages.send" for welcome messages with branded templates.
• Sample: Authenticate OAuth, encode message body and attachments, automate via service account.
3.6. HubSpot
• Function: Workflows + Email API triggering upon new contact enrollment.
• Sample: Create workflow, draft onboarding email, attach document or link, track open/clicks.
3.7. ActiveCampaign
• Function: Automation trigger for tag “Enrolled,” send onboarding sequence.
• Sample: Tag applied triggers flow, use formatted email with digital resource links.
3.8. Salesforce
• Function: Process Builder triggers email alerts via "Email Alert" action or Messaging API.
• Sample: Flow automation on new Contact, set template and Learning Portal access details.
3.9. Zoho Mail
• Function: Zoho Workflow rule to send onboarding email with PDF or DOCX attachments.
• Sample: Rule on lead creation, custom template, dynamic merge fields.
3.10. Slack
• Function: Slack API chat.postMessage for onboarding direct message or welcome channel post.
• Sample: New enrollment triggers DM with downloadable welcome kit link.
3.11. WhatsApp Business API
• Function: Send message template with file upload (info kit, schedule).
• Sample: New student triggers official WhatsApp message, attach PDF.
3.12. Twilio SMS
• Function: SMS API for sending quick welcome link or instructions.
• Sample: Register sender number, personalize message, include info portal URL.
3.13. Intercom
• Function: Automated campaign based on new user segment, trigger in-app and email onboarding.
• Sample: Custom event (enrollment), send sequence with attachments or resource links.
3.14. Pipedrive
• Function: Workflow Automation: send onboarding email through integration or SMTP send.
• Sample: Set stage filter for students, trigger template email with resource attachments.
3.15. Typeform
• Function: Integration with email platforms to automatically send after form submission.
• Sample: Completion Webhook triggers email API, attach info brochure.
3.16. Mailchimp
• Function: Audience automation for “enrolled contacts," send onboarding series.
• Sample: Sign-up form triggers welcome series, attach/download info via merge tag link.
3.17. Dropbox/Google Drive
• Function: Generate and include shareable resource folder link in automated email.
• Sample: API creates folder per student, email body populates link.
3.18. Asana
• Function: Rule-triggered email or Slack message with onboarding checklist and resources.
• Sample: New task (enrollment), sends info via chosen channel with document links.
3.19. Monday.com
• Function: Automation for new item (student) in board, email integration to send onboarding.
• Sample: Email column auto-sends welcome message and calendar invite.
3.20. BambooHR
• Function: Triggers onboarding for student records, sends instructional email via email integration.
• Sample: New hire (student) triggers autoresponder with orientation pack.

Benefits

4.1. Immediate delivery improves student satisfaction and perceived professionalism.
4.2. Ensures every learner receives complete, consistent onboarding details.
4.3. Saves staff time and reduces human error in manual communications.
4.4. Accurate delivery audit trails for compliance and follow-up.
4.5. Easy monitoring of open and engagement rates via platform analytics.