Automating Your Welcome Email

The moment a customer signs up for your loyalty program is when they are most engaged. This lesson covers how to build an automated welcome campaign from scratch, ensuring your guests are onboarded immediately and receive their first reward while your brand is top of mind.

Key Takeaways

• The Three Trigger Options: When building an empty automation, you can trigger it via an Event (customer action), a Periodical schedule (time-based), or Manually/API (triggered by an integration). For a welcome workflow, you will always use an event trigger.

• Enrollment Criteria: To make sure the automation targets the right people, set your enrollment filter to trigger specifically when a guest completes a form submission for your loyalty program sign-up.

• The Power of Instant Delivery: Avoid adding delays to a welcome workflow. If a guest scans a QR code while waiting in line at your physical location, delivering the welcome email and digital wallet pass immediately allows them to get onboarded and use their program perks before they even reach the register.

• Streamlining Rewards: If you already configured a welcome voucher within your email template during the marketing setup, you do not need to add extra calculation or voucher steps within the automation actions. Simply trigger the automated email to send.

• Smart Guardrails: Keep reenrollment turned off for this workflow. Since a customer can only join your loyalty program for the first time once, this ensures they never receive duplicate welcome messages.

Dashboard Checklist

1. Navigate to Automations, select New automation, and start from scratch with an empty template.

2. Select Event as your trigger type and choose Form submission completed.

3. Add a filter group, choose Form, and select your specific loyalty sign-up form as the enrollment criteria.

4. Click the + icon, select Automated email, and choose your configured welcome email template.

5. Review the settings to ensure reenrollment is turned off and the execution window is set to Direct.

6. Hit Activate in the top right corner to set the workflow live.