Newcomer Email Journey

Drip Newcomer Email Sequence
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
Newcomer Journey: MailChimp Journey link
Getting Connected Survey: MailChimp Survey link
Newcomer Survey Journey: Mailchimp Journey Link 
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.
Target
Criteria 
PCO List
MailChimp Tag 
Newcomer Attending Online for the First Time
Attend Worship for the first time location: online
Is Newcomer
Newcomer date since 1 week ago
https://people.planningcenteronline.com/lists/3740492/settings
Online Worshipper Newcomer Email List [MailChimp List] - 3740492
In-Person Worship Attendance
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
https://people.planningcenteronline.com/lists/3740537
In-Person Newcomer Email List [MailChimp List] - 3740537
Parents/Guardians of Children Attending 
On the list: Parents of First Time Kids Circles [PTP Contingency List]
Is Newcomer
Newcomer date since 1 week 
 
https://people.planningcenteronline.com/lists/3740582
Family Newcomer Email List [MailChimp List] - 3740582
Senior Welcome 
Is a newcomer who has an age over 50
https://people.planningcenteronline.com/lists/3911686
Newcomer Email Senior Trigger - 3911686
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 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 
Learning about the caring network and what support Foothills offers.
I’m interested in learning more about Unitarian Universalism and how it fits with my values.
I’d love to get to know the staff and their roles at Foothills better.
I'd like to understand more about how things work behind the scenes at Foothills.
I’m curious to learn about the different groups and where I might fit in.
I’d love to know how I can stay connected as part of the online community.
I'd like to know more about Foothills stance on LGBTQIA+ issues
I'm a Senior (age 50 or better) and want to connect with other seniors.
I'd like to learn more about the Music 
To Be Added 
I'd like to find ways to connect with the BIPOC community at Foothills.
I’d love to learn about the family programs to help us get connected
MailChimp Tag Key
Tag
Use
Added Via
Newcomer Email Sequence 
Everyone that starts the Newcomer Journey 
Automatically Via the Journey 
Online Worshipper Newcomer Email List [MailChimp List] - 3740492
Designate first time online worshipers
PCO List that syncs with mailchimp 
In-Person Newcomer Email List [MailChimp List] - 3740537
Designate first time in-person worshipers
PCO List that syncs with mailchimp 
Newcomer Email Sequence: Done
For those who complete the Newcomer Journey 
Automatically Via the Journey 
Info Survey Filled Out
When a person completes the Getting Connected Survey 
Automatically via the Survey
Info Drip Journey Started
Was added to the Newcomer Survey Automation Journey 
Automatically Via the Journey 
Info Drip Journey Complete
Completed the Newcomer Survey Automation Journey 
Automatically Via the Journey 
Info: (fill in the blank)
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 
Automatically via the Survey
How to Add An Additional Option to the Newcomer Survey Automation 
Watch Video
How to remove someone from a journey that was added by mistake?
1. Click ‘Journey Settings’ in the journey
2️. Click ‘Manually remove contacts from journey’.
3️. Paste emails or create a segment of contacts to add.
4️. Click ‘remove contacts.
Step by Step
Newcomer Tag Additional Content
Target
Criteria 
PCO List
MailChimp Tag 
2/3 Sundays after becoming Newcomer
Checkin attended Sunday Worship, at least twice in the last three weeks 
Is Newcomer
Newcomer date since 1 week 
https://people.planningcenteronline.com/lists/3740758
Newcomer (2/3 Sundays) [Mailchimp] - 3740758
Missed Two Sunday (retention)
Last attended worship since 3 weeks ago
Excluding people attended 
https://people.planningcenteronline.com/lists/3740798
Newcomer (Missed Two Sundays) [MailChimp List] - 3740798