Onboarding/Welcome Email for New Contacts

A great Automation for when you are introducing/welcoming a contact to your Product or Service. This Automation combines personalization, timely engagement and data-driven actions to effectively nurture and convert contacts.

Step 1: Define the Trigger (Contact Joins Group)

In the Transpond dashboard, navigate to Automation in the main menu.
Click Create New Automation > From Scratch.
Choose the Trigger "When a contact joins a group", select the Group (e.g. "New Contacts"), set this trigger for when the contact is active.

Step 2: Add a 2-Minute Delay

After the contact joins the group, add a Delay action.
Choose Delay for and set the delay for 2 minutes.

Step 3: Send Welcome Email

After the 2-minute delay, add the Send Email action.
Choose the email template for the Welcome Email.
You can use personalization tokens to make the email more tailored (e.g., first name, company name, etc.).

Step 4: Add a 2-Day Delay

After sending the welcome email, add another Delay action.
Set the delay for 2 days.

Step 5: Send Follow-Up Email with Extra Information

After the 2-day delay, add the Send Email action.
Select the template for the Follow-Up Email with extra information.

Step 6: Add a 2-Day Delay

Add another Delay action after the follow-up email.
Set the delay to 2 days.

Step 7: Check if the Contact Opened the Most Recent Campaign

After the delay action, click Add Condition.
Select Campaign Activity as the trigger type.
Choose the specific email you sent in the previous step.
Set the condition to trigger when the email is opened.

If the contact opened the email, you can set them to be left without any further actions.

If the contact didn’t open the email, then at this point it might be worth us offering a training call with the contact. To do that:

Under the thumbs down condition, add the Send Email action.
This email will contain a link to the webinar.
You can track whether the contact clicks the link by using Tracking Links in Transpond.

Step 8: Track Click on the Webinar Link

After sending the Webinar email, you'll want to add a Wait step.
Select the trigger type as Workflow Campaign Activity, you can then select the Webinar email that was sent and choose 'Had a specific link clicked', including the URL to that link.
This wait step will mean that if the contacts do not click the webinar URL link, then nothing will happen to them in the Automation - however if they do click the link, then they will carry on.

Step 9: Add Custom Field into Capsule

If the contact does click the link, then you'll want to add a step to "Update the contact in Capsule". In our example, we have a Custom Field in Capsule called 'Onboarding Webinar' which is a checkbox.

Step 10: Add a Task in Capsule

If you want to be extra cautious, you can also add a trigger to add a task in Capsule. This can be something as simple as "Add Contact to Webinar Demo".

This Automation will help to automatically nurture contacts, build relationships and drive engagement.