1.Detect new community member joins
Integrate Circle, community onboarding tools, and messaging templates to start the welcome flow on new member joins your community.
Send welcome message to new community members instantly
Automatically monitor new member joins your community across Circle. Get tiered messages when member tags qualify, member joins with course access, or member joins with course and supportβso you can deliver an instant direct message, send a 3-day follow up, and avoid manual follow-up work.
How this automation accelerates your welcome outreach
When new member joins your community, delays can leave access unclear and support questions piling up. This automation routes membership tags and sends direct messages and follow-up remindersβso your team can respond without manual follow-up work.
Circleor swap with your favorite app
2.Filters by qualifying member tags
Integrate Filter by Zapier and tag rules to evaluate incoming member tags and pass only qualifying records.
Filter by Zapieror swap with your favorite app
3.Waits 15 minutes before sending
Integrate Delay by Zapier and dedupe keys to wait 15 minutes and prevent duplicate initial sends.
Delay by Zapieror swap with your favorite app
4.Sends initial direct message
Integrate Circle and direct message templates to send an initial DM with course access links and greeting tokens.
5.Waits 3 days for follow-up
Integrate Delay by Zapier and member reference storage to preserve member data for the follow-up window.
6.Sends follow-up direct message
Integrate Circle and support resource links to send a follow-up DM with upgrade options and next steps.
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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