Automated Workflow For Consumer Signup
Automates a message when new customers successfully sign up into the WIX or Shopify based business website.
Last updated
Automates a message when new customers successfully sign up into the WIX or Shopify based business website.
Last updated
New Customer Sign up
Triggered when a user successfully completes the signup form.
Confirms successful account creation and welcomes the user, establishing the brand's tone and first impression.
“Welcome to [Brand Name], [First Name]! Your account has been created successfully.”
This section covers the use case of sending an automated WhatsApp message when a new customer signs up on your Wix website and the steps involved in setting up the workflow.
Welcome message
Customer name
Brand/store name
An optional button to explore or start shopping
Navigate to WhatsApp Templates
1. Go to Templates > WhatsApp in the Mercuri CX dashboard.
Click Create Template.
Select the WhatsApp Account that will be used to send out WhatsApp messages.
Configure Template Details
Fill in the basic template info:
Template Name: New_signup_welcome
(Use an easy name to identify later)
Language: English
(or as per your customer base)
Category: Marketing
(since it's promotional in nature and welcoming)
Fill Template Components
Header (Optional):
Note: Headers can contain only one variable if needed, but in this case, a fixed title is considered.
Type: Text
Example Text: Mercuri CX
Body:
Add the message content in the Body section of the template.
To include dynamic information like order ID or customer name, use the "Add Variable" button located at the right end of the Body field.
Sample message :
Hi {{1}},
Welcome to Mercuri CX. We’re excited to have you on board. 🎉
Explore our products, offers, and more.
If you ever need help, we’re just a message away!
Variables :
Add a variable value to the corresponding placeholders with a sample value
Note : Each {{ }}
is a placeholder that gets replaced dynamically during automation:
{{1}}
→ Customer name
Note: Assign sample values for each variable before submitting for approval.
Add Website and Contact Us Button
Website Visit Button:
Click the Add Button > select Visit Website.
Configure details for the Call to Action section as follows:
Type of Action: Visit website
Button Text: Explore our Product Range
Website URL: https://yourstore.com
Contact us Button:
Click the Add Button > select Call Phone Number
Configure details for the Call to Action section as follows:
Type of Action: Call Phone Number
Button Text: Contact Us
Select Country Code and enter the Phone number of Customer support.
Click on Create template after filling in all the required details.
Go to the Automation section in the dashboard.
Click on Create Automation.
Choose the automation type as New Customer Signups
from the list.
Select the preferred communication channel as WhatsApp, for delivering the automated message.
Choose the approved new-signup_welcome
template that we created in earlier steps.
If you have already set up the WhatsApp template for the New consumer sign-up event, then jump to this .
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URL Type: Static