This training walks through setting up a community access workflow triggered by forms, purchases, or manual entry. It tags new members, updates engagement scores, and sends out a welcome message followed by timed nurture emails. You can fully customize the messaging and timing to match your community vibe and goals.
Click Here To Set Up 👆
SOP
SOP
1. Start by selecting 'Automations' to initiate.
2. Now, choose '2 | Launch Pack ⚡️' to proceed.
3. Next, click on 'Step 09 | Community 🦄' to continue.
4. Adjust your triggers based on how you wish people to access the community. This can given from a form submission, order, or manual access!
5. The first actions are going to be to add a tag, update engagement store, and update the pipeline!
6. The second set of actions is the first messages that get sent to the contact. This will be an initial confirmation for joining the community.
7. Following the initial messages, the automation will wait three days then follow up with nurture messages!
8. Finally, the nurture messages continue for over a week! If you need to adjust any of these messages or timing, you can do so here!