# Automated Workflow For Customer Signup

<table><thead><tr><th width="184">Automation Type </th><th>Description</th><th width="242.199951171875">Why should you send a message ?</th><th>Example message</th></tr></thead><tbody><tr><td>New Customer Sign up</td><td>Triggered when a user successfully completes the signup form.</td><td>Confirms successful account creation and welcomes the user, establishing the brand's tone and first impression.</td><td><em>“Welcome to [Brand Name], [First Name]! Your account has been created successfully.”</em></td></tr></tbody></table>

***

### New Customer Signup Template

This section covers the use case of sending an automated WhatsApp / SMS message when a **new customer signs up** on your Wix website and the steps involved in setting up the workflow.

### Use case: Welcoming New Users

{% embed url="<https://youtu.be/4yIS6pzN9eo>" %}

<mark style="color:blue;">**To learn how to set up SMS automation for new customer sign-ups**</mark><mark style="color:blue;">,</mark> [<mark style="color:blue;">**click here**</mark>](#video-resources)

When a new user signs up via the Wix website, the system should send a WhatsApp / SMS  message containing:

* Welcome message
* Customer name
* Brand/store name
* An optional button to explore or start shopping

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FskGHague2rhJ19gPnyNS%2Fimage.png?alt=media&#x26;token=056552e1-4bf4-4e8a-9114-0886da50f748" alt=""><figcaption><p>New User Signup Templates</p></figcaption></figure>

## Steps involved in setting up an Automated Workflow

{% hint style="info" %}
If you have already set up the WhatsApp / SMS template for the **New customer sign-up** event, then jump to this [section](#b.-adding-the-whatsapp-sms-template-to-the-automated-workflow).&#x20;
{% endhint %}

<details>

<summary><mark style="color:blue;"><strong>A .1.  Setting up the WhatsApp Template</strong></mark></summary>

1. **Navigate to WhatsApp Templates**

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FLi2ylv9RKcvkUFdG6wed%2FMercuri%20SMS%20and%20Whatsapp%20-%20Shared%20Inbox.gif?alt=media&#x26;token=20d42b7a-e868-4226-b609-5280e40764aa" alt=""><figcaption><p>Step 1  : <strong>Navigate to WhatsApp Templates</strong></p></figcaption></figure>

&#x20;1\. Go to **Templates > WhatsApp** in the Mercuri CX dashboard.

2. Click **Create Template**.

3. Select the **WhatsApp Account** that will be used to send out WhatsApp messages.

4. **Configure Template Details**

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FNaJbjcbVk7l7XSTWbrw1%2Fimage.png?alt=media&#x26;token=f11d1659-1830-4ae9-b1a3-9cf1c0b950f6" alt=""><figcaption><p>Step 2 : Configure Template Details</p></figcaption></figure>

**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)

\[ [*Understand the different categories of WhatsApp templates*](https://docs.mercuri.cx/templates/whatsapp-templates/understand-whatsapp-template-components#id-1.-template-category)]

3. **Fill Template Components**

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FsibB4NonM3WKHjTLcxCQ%2Fimage.png?alt=media&#x26;token=369cae8a-47e7-4292-9ac2-4ed4651d0eac" alt=""><figcaption><p>Step 3 : Fill template components</p></figcaption></figure>

**Header (Optional):**

*Note: Headers can contain only one variable if needed, but in this case, a fixed title is considered.*

1. **Type:** Text
2. **Example Text:**  `Mercuri CX`

\[[*Click here to explore different media that can be added to the header*](https://docs.mercuri.cx/templates/whatsapp-templates/understand-whatsapp-template-components#id-2.-template-header) ]&#x20;

**Body:**

1. Add the message content in the **Body** section of the template.
2. To include dynamic information like order ID or customer name, use the **"Add Variable"** button located at the right end of the Body field.&#x20;

Sample message :&#x20;

`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!`&#x20;

**Variables** :&#x20;

Add a variable value to the corresponding placeholders with a sample value&#x20;

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.

4. **Add Website and Contact  Us  Button**

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FPEiZnSgyCxDwRAVWmb0w%2Fimage.png?alt=media&#x26;token=05a70620-ad2e-4f62-a3cf-ec09413f7b55" alt=""><figcaption><p>Step 4 : Adding website and contact us buttton</p></figcaption></figure>

**Website Visit Button:**

1. Click the **Add Button** > select **Visit Website**.
2. Configure details for the Call to Action section as follows:
   * **Type of Action:** Visit website
   * **Button Text:** `Explore our Product Range`
   * **URL Type:** Static  [*\[*&#x43;lick here to learn more about the types of URLs.*\]*](https://docs.mercuri.cx/templates/whatsapp-templates/understand-whatsapp-template-components#different-url-types-in-call-to-action-buttons)
   * **Website URL:** `https://yourstore.com`

**Contact us Button:**

1. Click the **Add Button** > select **Call Phone Number**
2. 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.**
3. Click on **Create template** after filling in all the required details.

[*\[Know more about the different buttons available in templates\]*](https://docs.mercuri.cx/templates/whatsapp-templates/understand-whatsapp-template-components#id-3.-template-buttons)

</details>

<details>

<summary><mark style="color:blue;"><strong>A.2 . Setting up the SMS Template</strong></mark></summary>

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FlYdvmmEhrTg8apSNyuKZ%2Fimage.png?alt=media&#x26;token=ce0f40bf-8466-4b6c-8928-79a46fed5a59" alt=""><figcaption></figcaption></figure>

1. Go to the **Templates** section in the left-hand menu of the Mercuri dashboard, and select **SMS**.
2. In the top-right corner, click **Create Template** to begin.

**3. Fill in Template Details**

You’ll be directed to the SMS template creation form. Fill in the following:

* **Template Name**: Enter a short, descriptive title so it’s easy to identify the purpose of the message.

**Example**

```
New Consumer Signup
```

* **Template Text**:\
  Craft a clear and concise message (within 160 characters). You can personalize it using dynamic variables.<br>
* Click the **Add Variable** button in the bottom-right corner of the body section to insert placeholders.

  **Example:**

  ```
   Hi {#var#}, welcome aboard! You’ve successfully signed up. We’re excited to have you with us. Stay tuned for updates and offers!
  ```

**4. Variable Mapping**

Map each `{#var#}` to the actual data fields, like consumer name **.**

**5. Preview**

View the **SMS Preview** to see how the final message will appear to customers.

**6. Save the Template**

Click **Create** to save your SMS template. It will now be available to use in campaigns, automations, or workflows.

</details>

### B. Adding the WhatsApp /SMS template to the Automated workflow

* 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/ SMS ,** for delivering the automated message.
* Choose the approved `new-signup_welcome` template that we created in earlier steps.

***

### Video Resources

<mark style="color:blue;">**SMS Automation**</mark>&#x20;

{% embed url="<https://youtu.be/BN5wBlE7O1Q>" %}