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Automation templates

Premium members workflow

Free

If you offer a paid newsletter or subscription service, use the Premium members workflow template to onboard your paid subscribers. Send them a VIP welcome email and find out what their email preferences are to give them a truly premium experience.

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Premium members workflow

Setup

This workflow uses Condition steps to filter your premium subscribers to send them targeted emails.

How do I use this template?

  1. Go to the Automation page and click New automation

  2. Select the Premium members template

  3. Select a group (eg. All subscribers) for the When subscribers join group(s) trigger

  4. Click the first Email step and design a welcome email for your VIP subscribers

  5. Click the Condition step and select Segment membership, then choose a segment (eg. premium members)

  6. On the Yes path, click on the Email step to design it (you can leave the No path blank)

  7. Below you’ll see a Condition step set to Workflow activity, email #2, Had any link clicked

  8. On the Yes path, click on the Action step and set it to update a custom field (eg. Mugs) with the value: Yes

  9. Then click on the following Email step to design another campaign offer for your premium members

  10. On the No path, click an Email step and send the same campaign offer as in the Yes path

  11. Following both branches, you’ll see Condition steps set to Workflow activity, email #3, Had any link clicked

  12. Fill in the Action step on the Yes path on the left branch, and select Update a custom field (eg. Candles) with the value: Yes

  13. The Yes path on the right branch will be automatically filled with the same information

  14. On the right branch, for the No path, fill in the Action step, Copy to group and select a group (e.g. inactive premium members)

  15. The No path on the left branch will automatically be filled with the same information

  16. Save the steps and turn ON your workflow

*Note: You could also edit the workflow and use other triggers.


This is just one great example of how you can use this template. You can edit this template as much as you want to make it work for you. The sky is the limit!

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