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Send welcome email for new course trial signup

Automatically monitor new free trial enrollment across Thinkific and email delivery in Microsoft Outlook. Get welcome emails instantly when free trial enrollment starts or preview enrollment registers or trial variant enrollment happensβ€”so you can boost first-step activation, personalize course context, and apply promo codes without manual follow-up.

How this automation accelerates trial activation

When new free trial enrollment events arrive, trial registrants can miss timely onboarding. This automation filters qualifying trials, builds a personalized welcome message, and sends it from Microsoft Outlookβ€”so your team can increase first-step activation.

  1. 1.Captures new free trial enrollment

    Integrate Thinkific and enrollment metadata to map registrant email, name, and course reference for the welcome flow.

    Thinkificor swap with your favorite app
  2. 2.Filters qualifying trial types

    Integrate Filter by Zapier to continue only for free and preview enrollments or configured trial variants.

    Filter by Zapieror swap with your favorite app
  3. 3.Builds personalized email body

    Integrate Formatter by Zapier to map greeting, course title, and a configured promo code into one CTA email.

    Formatter by Zapieror swap with your favorite app
  4. 4.Sends welcome email

    Integrate Microsoft Outlook to send the email to the registrant address with a subject that includes the course reference.

    Microsoft Outlookor swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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