Building an automated
onboarding journey
Creating a more structured path from new account signup to onboarding communication.
Role
Email Marketing / Marketing Automation
Focus
Automation • CRM • Segmentation • QA
Result
Structured Customer Journey
The challenge
New-user onboarding communication needed to become more structured and less dependent on manual follow-up. The workflow also needed clear eligibility rules so the right users received the right communication.
What I took ownership of
I worked on the marketing automation behind the onboarding experience, helping define how eligible new users should move from account creation into the appropriate email communication.
Automation workflow screenshot
Placeholder — screenshot to be added
What I did
- Defined signup-date eligibility
- Helped structure contact enrollment
- Organized contacts into the appropriate marketing list
- Connected onboarding communication to the workflow
- Established logic to prevent duplicate enrollment
- Reviewed cutoff-date requirements
- Distinguished new-account onboarding communication from broader subscriber campaigns
- Tested and reviewed workflow logic before activation
Onboarding email
Placeholder — screenshot to be added
Enrollment criteria
Placeholder — screenshot to be added
Customer journey diagram
Placeholder — screenshot to be added
The outcome
Structured Customer Journey
Created a clearer, repeatable onboarding process that could automatically move eligible new users from signup into the appropriate marketing communication.
My contribution
- Email Marketing
- Marketing Automation
- CRM Workflows
- Segmentation
- QA
- Customer Journey
Want to see more?
Keeping multi-brand content moving