# Newcomer Email Journey

<span style="color: rgb(34, 34, 34); font-family: var(--font-heading, var(--font-body)); font-size: 2.8275em; font-weight: 400;">Drip Newcomer Email Sequence</span>

The Drip Newcomer Email Sequence is designed to warmly welcome newcomers to Foothills Unitarian Church and help them get oriented within the community. This automated sequence is initiated whenever a newcomer attends a worship service (either in person or online), which triggers their entry into a designated MailChimp Journey. The journey comprises three emails sent over three days, each encouraging engagement with the community and completion of a Getting Connected survey to guide further connection and customized follow-up.

### Key Resources:

- **Email Content**: [Email content document](https://docs.google.com/document/d/1yiDbhdgwUnc-52CaU18Hf5ByigMJM0VEkuW7TYlDIXE/edit?tab=t.6puqhdn9ekkk)
- **Newcomer Journey**: [MailChimp Journey link](https://us14.admin.mailchimp.com/customer-journey/builder?id=295)
- **Getting Connected Survey**: [MailChimp Survey link](https://us14.admin.mailchimp.com/lists/surveys/results?survey_id=312&tab=0)
- **Newcomer Survey Journey:** [Mailchimp Journey Link ](https://us14.admin.mailchimp.com/customer-journey/builder?id=297)

## Automation Process

### 1. Newcomer Journey Entry Conditions

**Conditions for being added to the Newcomer Journey**:

- Newcomers are identified through attendance records in Planning Center Online (PCO).
- Newcomers are tagged in Mailchimp via lists made in PCO within the List Category: PTP Communication.
- Tags can be manually added in MailChimp if necessary.

<table border="1" id="bkmrk-target-criteria%C2%A0-pco" style="border-collapse: collapse; width: 100%; height: 685.139px;"><colgroup><col style="width: 25.0331%;"></col><col style="width: 25.0331%;"></col><col style="width: 25.0331%;"></col><col style="width: 25.0331%;"></col></colgroup><thead><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Target**</td><td style="height: 29.8785px;">Criteria </td><td style="height: 29.8785px;">**PCO List**</td><td style="height: 29.8785px;">**MailChimp Tag** </td></tr></thead><tbody><tr style="height: 137.24px;"><td style="height: 137.24px;">Newcomer Attending Online for the First Time</td><td style="height: 137.24px;">- Attend Worship for the first time location: online
- Is Newcomer
- Newcomer date since 1 week ago

</td><td style="height: 137.24px;">[https://people.planningcenteronline.com/lists/3740492/settings](https://people.planningcenteronline.com/lists/3740492/settings)  
</td><td style="height: 137.24px;">*Online Worshipper Newcomer Email List \[MailChimp List\] - 3740492*

  
<div class="mt-2 d-f ai-c jc-fs f-1"><div class="d-f ai-c p-r w-100%"><div class="toggle-switch"> [ ] </div></div></div></td></tr><tr style="height: 278.177px;"><td style="height: 278.177px;">In-Person Worship Attendance</td><td style="height: 278.177px;">Any one of these actions:

- Attend Worship for the first time location: in-person
- Attended Inquirers for first time
- Gave to Share the Plate this week

And all of these:

- Is Newcomer
- Newcomer date since 1 week ago

</td><td style="height: 278.177px;">[https://people.planningcenteronline.com/lists/3740537](https://people.planningcenteronline.com/lists/3740537)</td><td style="height: 278.177px;">*In-Person Newcomer Email List \[MailChimp List\] - 3740537*</td></tr><tr style="height: 209.965px;"><td style="height: 209.965px;"><span style="color: rgb(255, 255, 255);">Parents/Guardians of Children Attending </span></td><td style="height: 209.965px;">- <span style="color: rgb(255, 255, 255);">On the list: [Parents of First Time Kids Circles \[PTP Contingency List\]](https://people.planningcenteronline.com/lists/3740573/settings)</span>
- <span style="color: rgb(255, 255, 255);">Is Newcomer</span>
- <span style="color: rgb(255, 255, 255);">Newcomer date since 1 week </span>

</td><td style="height: 209.965px;"><span style="color: rgb(255, 255, 255);">[https://people.planningcenteronline.com/lists/3740582](https://people.planningcenteronline.com/lists/3740582)</span></td><td style="height: 209.965px;"><span style="color: rgb(255, 255, 255);">*Family Newcomer Email List \[MailChimp List\] - 3740582*</span></td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">Senior Welcome </td><td style="height: 29.8785px;">Is a newcomer who has an age over 50</td><td style="height: 29.8785px;">https://people.planningcenteronline.com/lists/3911686</td><td style="height: 29.8785px;">Newcomer Email Senior Trigger - 3911686</td></tr></tbody></table>

### 2. MailChimp Journey Details

Once tagged as a newcomer in MailChimp, the individual enters the Newcomer Journey sequence. This journey involves:

- **Email #1**: Customized welcome email (based on attendance type, either online or in-person).
- **Email #2**: Information about ways to get involved.
- **Email #3**: Encouragement to complete the Getting Connected survey for tailored recommendations.

The emails are sent with a **one-day interval** between each, ensuring engagement without overwhelming the newcomer.

### 3. Getting Connected Survey and Conditional Drips

Each email includes a call to action to fill out the [**Getting Connected survey**](https://us14.admin.mailchimp.com/lists/surveys/results?survey_id=312&tab=0) in MailChimp. This survey collects preferences on areas of interest and ways the newcomer might want to connect further. Depending on the selections in the survey:

The survey responses trigger **additional drip emails** tailored to the newcomer’s interests after completing the Newcomer Journey.

#### Survey Options

**Currently Active** <label class="label-J0IUa" for="mc:11"></label>

<div class="responses" id="bkmrk-i%E2%80%99d-love-to-learn-ab"><div class="input-wrapper">- <label class="label-J0IUa" for="mc:12"><span class="labelText-s3DGy">Learning about the caring network and what support Foothills offers.</span></label><label class="label-J0IUa" for="mc:13"></label>
- <label class="label-J0IUa" for="mc:14"><span class="labelText-s3DGy">I’m interested in learning more about Unitarian Universalism and how it fits with my values.</span></label>
- <label class="label-J0IUa" for="mc:15"><span class="labelText-s3DGy">I’d love to get to know the staff and their roles at Foothills better.</span></label>
- <label class="label-J0IUa" for="mc:16"><span class="labelText-s3DGy">I'd like to understand more about how things work behind the scenes at Foothills.</span></label>
- <label class="label-J0IUa" for="mc:17"><span class="labelText-s3DGy">I’m curious to learn about the different groups and where I might fit in.</span></label>
- <label class="label-J0IUa" for="mc:18"><span class="labelText-s3DGy">I’d love to know how I can stay connected as part of the online community.</span></label>
- <label class="label-J0IUa" for="mc:19"><span class="labelText-s3DGy">I'd like to know more about Foothills stance on LGBTQIA+ issues</span></label>
- <span class="labelText-s3DGy">I'm a Senior (age 50 or better) and want to connect with other seniors.</span>
- <span class="labelText-s3DGy"><label class="label-J0IUa" for="mc:20">I'd like to learn more about the Music</label> </span>

</div><div class="input-wrapper">**<span class="labelText-s3DGy">To Be Added </span>**</div><div class="input-wrapper"><span class="labelText-s3DGy"><label class="label-J0IUa" for="mc:13"> [ ] I'd like to find ways to connect with the BIPOC community at Foothills.</label></span></div><div class="input-wrapper"><span class="labelText-s3DGy"><label class="label-J0IUa" for="mc:11"> [ ] I’d love to learn about the family programs to help us get connected</label></span></div></div>#### MailChimp Tag Key

<table border="1" id="bkmrk-tag-use-added-via-ne" style="border-collapse: collapse; width: 100%; height: 600.274px;"><colgroup><col style="width: 20.0265%;"></col><col style="width: 40.053%;"></col><col style="width: 40.053%;"></col></colgroup><thead><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Tag**</td><td style="height: 29.8785px;">**Use**</td><td style="height: 29.8785px;">Added Via</td></tr></thead><tbody><tr style="height: 46.6667px;"><td style="height: 46.6667px;">Newcomer Email Sequence </td><td style="height: 46.6667px;">Everyone that starts the Newcomer Journey </td><td style="height: 46.6667px;">Automatically Via the Journey </td></tr><tr style="height: 80.2431px;"><td style="height: 80.2431px;">*Online Worshipper Newcomer Email List \[MailChimp List\] - 3740492*

</td><td style="height: 80.2431px;">Designate first time online worshipers</td><td style="height: 80.2431px;">PCO List that syncs with mailchimp </td></tr><tr style="height: 80.2431px;"><td style="height: 80.2431px;">*In-Person Newcomer Email List \[MailChimp List\] - 3740537*</td><td style="height: 80.2431px;">Designate first time in-person worshipers</td><td style="height: 80.2431px;">PCO List that syncs with mailchimp </td></tr><tr style="height: 46.6667px;"><td style="height: 46.6667px;">Newcomer Email Sequence: Done</td><td style="height: 46.6667px;">For those who complete the Newcomer Journey </td><td style="height: 46.6667px;">Automatically Via the Journey </td></tr><tr style="height: 46.6667px;"><td style="height: 46.6667px;">Info Survey Filled Out</td><td style="height: 46.6667px;">When a person completes the Getting Connected Survey </td><td style="height: 46.6667px;">Automatically via the Survey</td></tr><tr style="height: 46.6667px;"><td style="height: 46.6667px;">Info Drip Journey Started</td><td style="height: 46.6667px;">Was added to the Newcomer Survey Automation Journey </td><td style="height: 46.6667px;">Automatically Via the Journey </td></tr><tr style="height: 46.6667px;"><td style="height: 46.6667px;">Info Drip Journey Complete</td><td style="height: 46.6667px;">Completed the Newcomer Survey Automation Journey </td><td style="height: 46.6667px;">Automatically Via the Journey </td></tr><tr style="height: 116.819px;"><td style="height: 116.819px;">Info: (fill in the blank)</td><td style="height: 116.819px;">There are multiple tags each with the same syntax: Info: \_\_\_\_\_\_\_. Each of them represents one of the options in the Getting Connected Survey, they are used to filter the Newcomer Survey Automation Journey so people only receive what they requested </td><td style="height: 116.819px;">Automatically via the Survey</td></tr></tbody></table>

### How to Add An Additional Option to the Newcomer Survey Automation 

  
[Watch Video](https://komododecks.com/recordings/gyXEc9ljgfZ1t9TCb1fp)

#### [![](https://api.prod.komododecks.com/redirector/recordings/gyXEc9ljgfZ1t9TCb1fp/preview.gif)](https://komododecks.com/recordings/gyXEc9ljgfZ1t9TCb1fp)

### How to remove someone from a journey that was added by mistake?

<div class="sc-ihRHuF kWTPMV" id="bkmrk-1.-click-%E2%80%98journey-se"><div class="sc-cTsKDU iRYnIl" data-testid="MessageGroupMessage"><div class="sc-kkmGkm CGXRw"><div class="sc-btlduw kMTXgk"><div class="sc-hWZktu hFIbqG"><div class="sc-tsGVs jMQkXc" data-testid="AutoMessage">1. Click ‘Journey Settings’ in the journey</div><div class="sc-tsGVs jMQkXc" data-testid="AutoMessage">2️. Click ‘Manually remove contacts from journey’.</div><div class="sc-tsGVs jMQkXc" data-testid="AutoMessage">3️. Paste emails or create a segment of contacts to add.</div><div class="sc-tsGVs jMQkXc" data-testid="AutoMessage">4️. Click ‘remove contacts.</div></div></div></div><div class="sc-bXmHAB eHTyrd">  
</div></div></div><div class="sc-ihRHuF kWTPMV" id="bkmrk-step-by-step"><div class="sc-cTsKDU iRYnIl" data-testid="MessageGroupMessage"><div class="sc-kkmGkm CGXRw"><div class="sc-btlduw kMTXgk"><div class="sc-hWZktu hFIbqG"><div class="sc-tsGVs jMQkXc" data-testid="AutoMessage">[Step by Step](https://scribehow.com/shared/How_to_Manually_Remove_Contacts_in_Mailchimp_Journey__S3MQFv6hRRKEmlhYscUq3g)</div></div></div></div></div></div><div class="max-w-2xl mb-4" id="bkmrk--1"></div><div drawio-diagram="273"><img src="https://211134-bookstack.peaknetworks.cloud/uploads/images/drawio/2024-11/QCquzpbpDJDu18Wb-drawing-11-1731608801.png" alt=""/></div>


<div class="responses" id="bkmrk--10"></div>### Newcomer Tag Additional Content

<table border="1" id="bkmrk-target-criteria%C2%A0-pco-1" style="border-collapse: collapse; width: 100%; height: 393.993px;"><colgroup><col style="width: 25.0336%;"></col><col style="width: 25.0336%;"></col><col style="width: 25.0336%;"></col><col style="width: 25.0336%;"></col></colgroup><tbody><tr style="height: 29.8785px;"><td style="height: 29.8785px;">**Target**</td><td style="height: 29.8785px;">**Criteria** </td><td style="height: 29.8785px;">**PCO List**</td><td style="height: 29.8785px;">**MailChimp Tag** </td></tr><tr style="height: 154.028px;"><td style="height: 154.028px;">2/3 Sundays after becoming Newcomer</td><td style="height: 154.028px;">- Checkin attended Sunday Worship, at least twice in the last three weeks
- Is Newcomer
- Newcomer date since 1 week

</td><td style="height: 154.028px;">https://people.planningcenteronline.com/lists/3740758</td><td style="height: 154.028px;">*Newcomer (2/3 Sundays) \[Mailchimp\] - 3740758*</td></tr><tr style="height: 120.451px;"><td style="height: 120.451px;">Missed Two Sunday (retention)</td><td style="height: 120.451px;">- Last attended worship since 3 weeks ago
- Excluding people attended

</td><td style="height: 120.451px;">https://people.planningcenteronline.com/lists/3740798</td><td style="height: 120.451px;">*Newcomer (Missed Two Sundays) \[MailChimp List\] - 3740798*</td></tr><tr style="height: 29.8785px;"><td style="height: 29.8785px;">  
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