Guides

Automating Customer Onboarding with Sequensy

Sequensy Team •
#workflows#customers#onboarding

First impressions matter. When a new customer signs up or makes their first purchase, the onboarding experience can make or break their relationship with your brand.

Manual onboarding is time-consuming and inconsistent. With Sequensy, you can create automated workflows that deliver a personalized experience to every new customer — without lifting a finger.

Why Automate Customer Onboarding?

  • Consistency: Every customer receives the same high-quality experience
  • Speed: Welcome emails sent instantly, not hours later
  • Personalization: Dynamic content based on customer data
  • Scale: Handle 10 or 10,000 new customers with the same effort

Building Your Onboarding Workflow

Step 1: Choose Your Trigger

Start with one of these triggers:

  • User Registration — When someone creates an account
  • Order Completed — When a first-time customer makes a purchase
  • Form Submitted — When someone fills out a signup form

Step 2: Send a Welcome Email

Your first action should be a personalized welcome email:

Subject: Welcome to [Your Store], {first_name}!

Hi {first_name},

Thank you for joining us! Here's what you need to know...

Use Sequensy’s variable system to personalize every message.

Step 3: Sync to Your Email Platform

Connect to Mailchimp, Campaign Monitor, or Kit to:

  • Add the customer to your main list
  • Tag them as “new customer”
  • Enroll them in your welcome email sequence

Step 4: Update Your Records

Keep your systems in sync:

  • Create a record in Airtable or Notion
  • Update customer metadata in WooCommerce
  • Log the onboarding event for analytics

Step 5: Schedule Follow-ups

Use delays (Pro feature) to space out your onboarding:

  • Day 1: Welcome email
  • Day 3: Tips and resources
  • Day 7: Check-in and offer help
  • Day 14: Request for feedback

Real-World Example

Here’s a complete onboarding workflow for a WooCommerce store:

  1. Trigger: Order Completed (first order)
  2. Action: Send welcome email
  3. Action: Add to Mailchimp with “new-customer” tag
  4. Action: Create Airtable record
  5. Delay: Wait 3 days
  6. Action: Send tips email
  7. Delay: Wait 4 days
  8. Action: Send feedback request

Measuring Success

Track your onboarding effectiveness with Sequensy’s execution logs:

  • See which actions completed successfully
  • Identify bottlenecks or failures
  • Monitor email deliverability through your email platform

Get Started Today

A great onboarding workflow can increase customer retention by up to 50%. Don’t let manual processes hold you back.

Download Sequensy and build your first onboarding workflow in minutes.

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