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Newcomer Email Journey

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Drip Newcomer Email Sequence

AllThe ListDrip 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:

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 CommunicationCommunication.

  • Tags

    Cancan add tagsbe manually in mail chimp. 

    All feeds into same Customer journeyadded in mailchimpMailChimp (preventif re-adding)https://us14.admin.mailchimp.com/customer-journey/builder?id=295

    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 

 


 https://people.planningcenteronline.com/lists/3740582 Family Newcomer Email List [MailChimp List] - 3740582
First Action: Joined a group


2. MailChimp Journey Details

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

  • Email Content#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 

    • To Be Added 

     

    MailChimp Tag Key

    TagUseAdded 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 worshipersPCO List that syncs with mailchimp 
    In-Person Newcomer Email List [MailChimp List] - 3740537Designate first time in-person worshipersPCO List that syncs with mailchimp 
    Newcomer Email Sequence: DoneFor those who complete the Newcomer Journey Automatically Via the Journey 
    Info Survey Filled OutWhen a person completes the Getting Connected Survey Automatically via the Survey
    Info Drip Journey StartedWas added to the Newcomer Survey Automation Journey Automatically Via the Journey 
    Info Drip Journey CompleteCompleted 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

     

     

     

    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












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