Build a welcome automation for new members

New members who show up to their first class in the first week stick around. New members who don't, churn at about 3× the rate. A good welcome automation moves the needle.

What the automation does

The sequence we'll build:

Day 0 — send a welcome email with first-class booking link.
Day 2 — if they haven't checked in, send a "pick a time" nudge.
Day 5 — if still no check-in, send a "can we help?" email from a real human.
Day 7 — if still no check-in, add the trial-no-show tag so a staff member can follow up manually.

Building it

1. Create the automation

Under Marketing → Automations, click New Automation and pick the Member joined trigger. Any new member gets enrolled automatically.

2. Day 0 welcome

Add a Send email step. Use the "Welcome" template as a starting point and customize the first-class booking link to point to your checkout page.

3. Day 2 conditional

Add a Wait 2 days step, then a Branch step with the condition "member has checked in". Put the "pick a time" email on the NO branch; leave the YES branch empty (they're on track).

4. Day 5 human touch

On the NO branch, add another Wait 3 days step, then another Branch for check-in. On the still-NO path, send the "can we help?" email — this one should come from a real staff member's address, not a no-reply.

5. Day 7 tag

Finally, add an Add tag step to apply trial-no-show on the still-NO branch. Your team's daily task review will surface these members.

Template copy

Day 0

Keep it to three sentences plus a big button. Don't pile on links — focus on one action: book your first class.

Day 2 and Day 5

Lean on the fact that scheduling is hard. Offer two or three specific class times instead of pointing at the calendar.

Day 7

No automation here — handing off to a human. The tag is the signal.

Measuring it

Under the automation's detail page, Triton shows you the funnel: enrolled, still in flight, dropped off at each branch, and completed. Watch which step is losing the most people and tune it.