Automated Workflow For Customer Signup

Automates a message when new customers successfully sign up into the WIX or Shopify based business website.

Automation Type	Description	Why should you send a message ?	Example message
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.”

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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

To learn how to set up SMS automation for new customer sign-ups, click here

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

New User Signup Templates

Steps involved in setting up an Automated Workflow

If you have already set up the WhatsApp / SMS template for the New customer sign-up event, then jump to this section.

A .1. Setting up the WhatsApp Template

1. Navigate to WhatsApp Templates

Step 1 : Navigate to WhatsApp Templates

1. Go to Templates > WhatsApp in the Mercuri CX dashboard.

1. Click Create Template.

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

1. Configure Template Details

Step 2 : 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)

[ Understand the different categories of WhatsApp templates]

1. Fill Template Components

Step 3 : Fill template components

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 ]

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.

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.

1. Add Website and Contact Us Button

Step 4 : Adding website and contact us buttton

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 [Click here to learn more about the types of URLs.]

   • 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]

A.2 . Setting up the SMS Template

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.

• 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.

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.

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Video Resources

SMS Automation