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

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

To Be Added

I'd like to learn more about the Music

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