⚙️ Automating onboarding reminders as you

How to use no-code tools to automate repeated communication flows for your community
Pramod Rao
March 29, 2024

⚙️ Automating onboarding reminders as you

How to use no-code tools to automate repeated communication flows for your community
Pramod Rao
June 21, 2021

Once your community has reached a sizeable number, set up a system of sending automated reminders to users who haven't completed the community onboarding process. Here's an example of an onboarding flow and how you could automate some of the workflows:

  • A new member has signed up with their email
  • On signup, members get a Welcome email which guides them on the next steps (could include posting an introduction on Slack) and prompt them to fill out an onboarding form (Typeform is a great tool for this)
  • If you are using Mailerlite for example, you use their automation tab to trigger an email on a successful sign-up.
  • Use Zapier to capture sign-ups from Mailerlite (or any other sign-up tool) on Airtable.
  • Once done, you can use Zapier to update the Airtable record if the user has filled out the onboarding form by creating a Typeform <> Airtable zap.
  • For users who haven't filled out the forms, set up a reminder email that gets triggered after 3 days of signing up.
  • Alternatively, you could use onboarding bots like Greetbot on Slack to set up Day 1, Day 3 prompts to onboard the users
  • Couple of things you could include to nudge them towards completing the onboarding flow
  • Reminder about what are they missing out on (include top posts/discussions or webinars they missed)
  • Mention any upcoming group events they could unlock which needs them to complete the onboarding forms

🛠 Resources:

Mailerlite - to embed a form on your landing page to sign-up a new member

Typeform - easy to use form creator to capture relevant details during the onboarding flow once the member signs up

Airtable - use this as your CRM database to track member sign-ups and their activity

Zapier, Integromat - connect multiple apps and use triggers to automate workflows.

Greetbot - set-up a welcoming onboarding experience for your members on Slack

Start your 21 day free trial
Start your 21 day free trial
Start your 21 day free trial

Explore other apps

No items found.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Update cookies preferences