Automate Reminders

Set-up a system of sending automated reminders to users who haven't completed the community onboarding process.

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Here's an example 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 next steps (could include posting an introduction on Slack) and prompts 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 3-5 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 (include top posts/discussions or webinars they they missed)
• Mention any upcoming group events they could unlock which needs them to complete the onboarding forms

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🛠️ 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

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