Kickstart Engagement: Utilizing the "New Signup" Workflow Trigger in Aesthetix | Aesthetix CRM

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Kickstart Engagement: Utilizing the "New Signup" Workflow Trigger in Aesthetix

Enhance your customer onboarding process with this essential guide on the "New Signup" workflow trigger in Aesthetix. This article will walk you through the steps to set up automated actions that occur when a new user signs up for your service. Discover how to create personalized welcome emails, initiate onboarding tasks, and track user engagement from the moment they join. Perfect for marketers and CRM administrators, this guide will help you leverage the "New Signup" trigger to foster relationships, improve user experience, and drive retention in Aesthetix.

1. First off, click "Marketing"

1 First off, click here.

2. Next, click on "Workflows".

2 Next, click on "Automation to help your practice grow".

3. After that, click on "Create Workflow".

3 After that, click on "Create Workflow".

4. Click on "Start from Scratch".

4 Click on "Start from Scratch".

5. Click on "Add New Trigger" to your workflow.

5 Click on "Add New Trigger".

6. Now, select "New Signup" as the trigger event.

6 Now, click on "New Signup".

7. Once that's done, click on "Add filters" to refine conditions.

7 Once that's done, click on "Add filters".

8. Now, choose "Offer" to apply specific actions.

8 Now, click on "Offer".

9. Finally, Click on "Save Trigger" to activate your workflow.

9 Click on "Save Trigger".

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