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Workflow Trigger: Courses New Sign Up

Overview​

The New Signup trigger in Stack is designed to automatically start workflows when a new customer signs up for a membership, service, or product. This is particularly useful for welcoming new members, delivering onboarding information, or providing incentives for signing up.

Trigger Name​

New Signup

Trigger Description​

The New Signup trigger activates a workflow when a new customer signs up for an offer, membership, or any service you provide. Use this trigger to automate tasks like sending welcome emails, providing access to resources, or tagging the new customer’s profile with specific identifiers.

How to Configure​

To set up the New Signup trigger, follow these steps:

  1. Workflow Trigger Name: Choose a name for the trigger that helps you easily identify it.

    • Mandatory: Yes

  2. Offer: Specify the offer related to the new signup, such as a discount or specific membership.

    • Mandatory: No

Example​

Let's consider an example where the workflow is set to trigger when a customer signs up for a membership with the "15% Early Bird Discount" offer.

  • Workflow Trigger Name: Course New Sign Up
  • Offer: 15% Early Bird Discount

Example Workflow​

When a customer signs up for a membership using the "15% Early Bird Discount" offer, you can automate the following actions:

  • Send a Welcome Email: Automatically send a personalized welcome email to the new member, outlining the next steps and providing relevant information.

  • Tag Customer: Apply a tag such as "Early Bird" to the customer's profile for easy segmentation in future campaigns.

This setup ensures that the workflow is triggered only when a customer signs up using the specific "15% Early Bird Discount" offer, allowing for targeted and relevant automated actions.