Want to send customized welcome emails to different member tiers? This recipe shows you how to create unique email sequences for each onboarding profile in your community.
Requirements
- Multiple customized Onboarding Profiles
- Access to Admin Settings > Automation > Workflows
New to Workflows? Check out our full Workflows Overview →
Step-by-step setup
1. Create a workflow for each onboarding profile
Note: The "Onboarding Profile" filter only appears in Workflows if you have more than one onboarding profile configured.
Go to Workflows → Create Workflow
Configure one Workflow per Onboarding Profile:
Trigger: On Community Join - User completes onboarding
Onboarding Profile: Select the specific Onboarding Profile you want to target
3. Build your email sequence
Add email actions to your workflow with delays between them:
- Action 1: Send email - Welcome message
- Delay: 1 day
- Action 2: Send email - Getting started tips
- Delay: 3 days
- Action 3: Send email - Feature highlight
4. Activate your workflows
Turn on each workflow. Now members will automatically receive the email sequence that matches their onboarding profile.