Member Onboarding with Marketing Flows

Automate Your Member Success with Marketing Flows

When someone purchases your course or offer, the first 72 hours are critical. With Selgora's Marketing Flows, you can create automated sequences that welcome, guide, and engage new members from day one. Let's build your onboarding automation!

Understanding Marketing Flows in Selgora

Marketing Flows are Selgora's powerful automation system that lets you:

• Send automated emails based on triggers
• Add delays and wait steps between actions
• Create conditional paths based on member behavior
• Tag and segment contacts automatically
• Track engagement and flow performance

Step 1: Access Marketing Flows

From your Selgora dashboard:

1. Navigate to Marketing → Flows
2. Click "Create New Flow"
3. Choose "Onboarding Sequence" template or start blank
4. Name your flow (e.g., "New Member Welcome Series")

Step 2: Set Your Trigger

Choose what starts the automation:

• Offer Purchased: Triggers when specific offer is bought
• Tag Added: Triggers when member gets tagged
• List Joined: Triggers when added to a list
• Form Submitted: Triggers from landing page forms

For member onboarding, select "Offer Purchased" and choose your course or offer.

Step 3: Build Your Flow Sequence

Email 1: Instant Welcome (0 minutes delay)

1. Click "Add Action"
2. Select "Send Email"
3. Create or select template
4. Include:
   • Warm welcome message
   • Login credentials/link
   • Quick start instructions
   • Support contact info

Wait Step 1: (6 hours)

1. Click "Add Action"
2. Select "Wait"
3. Set duration: 6 hours

Email 2: Quick Win Guide (6 hours later)

1. Add another "Send Email" action
2. Focus on one simple task they can complete
3. Link directly to first lesson/module

Continue Building Your Sequence

Add more emails with wait steps:

• Day 2: Success story from another member
• Day 3: Highlight valuable resource or bonus
• Day 7: Check-in and offer help
• Day 14: Progress celebration or gentle nudge

Step 4: Add Conditional Logic (Advanced)

Create different paths based on engagement:

1. After an email, click "Add Condition"
2. Choose condition type:
   • Email opened/not opened
   • Link clicked/not clicked
   • Has specific tag
   • Course progress status
3. Create different paths:
   • Engaged path: Advanced content
   • Not engaged path: Re-engagement attempt

Step 5: Configure Flow Settings

1. Click flow settings (gear icon)
2. Set options:
   • Exit conditions: When to remove from flow
   • Re-entry: Can members enter multiple times?
   • Schedule: Send only during certain hours
   • Tracking: Enable analytics

Step 6: Test Your Flow

Before going live:

1. Click "Test Flow"
2. Enter your email address
3. Run through as test contact
4. Check:
   • All emails send correctly
   • Links work properly
   • Timing is right
   • Conditions trigger correctly

Step 7: Activate and Monitor

1. Click "Activate Flow"
2. Monitor performance:
   • Go to Marketing → Flows → [Your Flow]
   • View analytics tab
   • Track:
     • Open rates per email
     • Click rates
     • Flow completion rate
     • Exit points

Best Practices for Onboarding Flows

• Start simple: 5-7 emails over 2 weeks
• Front-load value: Best content in first 3 days
• One CTA per email: Don't overwhelm
• Personalize: Use merge tags for name, course name
• Track everything: Use UTM parameters on links
• Iterate: Improve based on analytics

Common Onboarding Flow Templates

The Welcome Series (5 emails)

1. Instant: Welcome & login details
2. Day 1: Quick win task
3. Day 3: Feature highlight
4. Day 7: Check-in & support
5. Day 14: Success tips

The Engagement Booster (7 emails)

1. Instant: Welcome
2. 6 hours: Getting started guide
3. Day 2: Success story
4. Day 4: Pro tip
5. Day 7: Progress check
6. Day 10: Community invitation
7. Day 14: Next steps

Troubleshooting Common Issues

• Emails not sending: Check flow is activated and trigger is correct
• Low open rates: Improve subject lines and sender name
• High exit rate: Reduce frequency or improve content
• Conditions not working: Test with sample contacts

You'll Know You're Done When...

• ✓ Marketing flow is created and activated
• ✓ Welcome sequence has 5-7 emails configured
• ✓ Each email has clear purpose and CTA
• ✓ Wait steps create good pacing
• ✓ Flow has been tested with sample contact
• ✓ Analytics tracking is enabled
• ✓ New members automatically enter the flow

Marketing Flows turn your onboarding from a manual process into an automated success system. Every new member gets the perfect welcome, at the perfect time, automatically. Set it up once, benefit forever!