Setting Up Your Welcome Automation

With your welcome email designed, branded, and packed with incentive rewards, the next step is automating its delivery. This lesson covers how to set up an event-driven workflow that instantly welcomes new loyalty program members the second they complete their sign-up form.

Key Takeaways

• Choosing Your Workflow Trigger: When initializing a new empty automation, you are presented with three directional options:

  • Event: Triggers dynamically based on a specific customer action.

  • Periodic: Fires automatically according to a predefined time schedule.

  • Manual/API: Triggered manually through the dashboard or an external developer integration. For your welcome sequence, you will use the Event option.

• Refining the Criteria: Set your active event trigger to Form submission completed. While the system offers variants for approved or rejected form status, these do not apply if your sign-up forms are configured to bypass manual approval queues. From there, use a direct filter to specify your exact customer sign-up form.

• The Advantage of Zero Delay: The builder allows you to inject time gaps (e.g., a 5-minute pause) before the next step executes. However, leaving the timeline clear for an immediate handoff is highly recommended. If a guest scans a QR code while waiting in line at a physical storefront, instant delivery ensures they are fully onboarded and holding their wallet pass before they even reach the register.

• Enforcing Enrollment Guardrails: Under the automation settings tab, keep the reenrollment toggle disabled. Since the sign-up form enforces unique contact entries, users can only submit it once, making duplicate welcome emails unnecessary.

• Execution Windows and Scheduling: Ensure the execution window is set to Direct so messages deploy immediately upon submission. If needed, you can restrict automations to process only during specific hours of the day, though this is not advised for welcome sequences.

• Monitoring Automation Performance: Once you click Activate, the system transitions into an active tracking dashboard split into two analytical views:

  • Runs: A complete diagnostic timeline showing every individual customer who has successfully moved through the workflow.

  • Activities: An audit log tracking modifications made to the automation framework itself, including creation time stamps and status toggles.

Dashboard Checklist

1. Navigate to Automation, select New automation, and opt to build from an empty workspace.

2. Select Event as your primary launch vehicle and specify Form submission completed.

3. Apply a filter group using Form > Direct select, and pick your specific loyalty sign-up form.

4. Click the + node, choose Automated email, and link your pre-built welcome email template.

5. Head to settings to verify that reenrollment is deactivated and the execution window is set to direct.

6. Review your workflow checklist, click Activate, and confirm the status change to push the live sequence into production.