{"id":892,"date":"2025-10-11T00:18:21","date_gmt":"2025-10-11T00:18:21","guid":{"rendered":"https:\/\/smppcenter.com\/kb\/?p=892"},"modified":"2025-10-11T00:18:22","modified_gmt":"2025-10-11T00:18:22","slug":"how-to-set-up-new-user-automation-for-better-onboarding","status":"publish","type":"post","link":"https:\/\/smppcenter.com\/kb\/how-to-set-up-new-user-automation-for-better-onboarding\/","title":{"rendered":"How to Set Up New User Automation for Better Onboarding?"},"content":{"rendered":"\n

New User Automation<\/strong> helps you automatically nurture new users with follow-up emails during their first days\/weeks. This improves activation rates and helps convert demo users into paying customers.<\/p>\n\n\n\n

Step-by-Step Setup Guide:<\/strong><\/h4>\n\n\n\n

Step 1: Create New Automation<\/strong><\/p>\n\n\n\n

    \n
  1. Go to Admin Panel > User Automations<\/strong><\/li>\n\n\n\n
  2. Click “Create Automation”<\/strong><\/li>\n\n\n\n
  3. Select “New User Automation”<\/strong> from the dropdown<\/li>\n\n\n\n
  4. Click “Continue”<\/strong><\/li>\n<\/ol>\n\n\n\n

    Step 2: Basic Configuration<\/strong><\/p>\n\n\n\n

      \n
    • Automation Name:<\/strong> Enter a descriptive name (e.g., “New User 7-Day Onboarding”)<\/li>\n\n\n\n
    • Description:<\/strong> Add details about the automation’s purpose (optional)<\/li>\n\n\n\n
    • Status:<\/strong> Set to “Enabled”<\/strong> to activate immediately<\/li>\n<\/ul>\n\n\n\n

      Step 3: Configure Execution Rules<\/strong><\/p>\n\n\n\n

      Stop Automation If User Purchased Credits:<\/strong><\/p>\n\n\n\n

        \n
      • \u2611\ufe0f Enable this option to stop sending emails once user makes a purchase<\/li>\n\n\n\n
      • Purchase Threshold:<\/strong> Set minimum amount (e.g., 100)<\/li>\n\n\n\n
      • Users who purchased more than this amount won’t receive further emails<\/li>\n<\/ul>\n\n\n\n

        Stop Automation If User Sent Messages:<\/strong><\/p>\n\n\n\n

          \n
        • \u2611\ufe0f Enable this option to stop emails once user starts using the system<\/li>\n\n\n\n
        • Message Sent Threshold:<\/strong> Set minimum count (e.g., 10 messages)<\/li>\n\n\n\n
        • Active users who exceed this won’t receive further emails<\/li>\n<\/ul>\n\n\n\n

          Maximum Days to Send:<\/strong><\/p>\n\n\n\n

            \n
          • Set the maximum period to send emails (default: 30 days)<\/li>\n\n\n\n
          • Automation stops after this period regardless of user activity<\/li>\n<\/ul>\n\n\n\n

            Step 4: Create Email Steps<\/strong><\/p>\n\n\n\n

            For each day interval, configure:<\/p>\n\n\n\n

            Day Number:<\/strong><\/p>\n\n\n\n

              \n
            • Enter day number (1-90) when email should be sent<\/li>\n\n\n\n
            • Example: Day 1, Day 3, Day 7, Day 14, Day 21, Day 30<\/li>\n<\/ul>\n\n\n\n

              Select Email Template:<\/strong><\/p>\n\n\n\n

                \n
              • Choose from pre-built templates for each day<\/li>\n\n\n\n
              • Templates are tailored for different stages of onboarding<\/li>\n<\/ul>\n\n\n\n

                Email Subject:<\/strong><\/p>\n\n\n\n

                  \n
                • Use dynamic placeholders for personalization<\/li>\n\n\n\n
                • Example: \"Welcome to SMPP Center, {{FIRSTNAME}}! \ud83d\ude80\"<\/code><\/li>\n<\/ul>\n\n\n\n

                  Email Content:<\/strong><\/p>\n\n\n\n

                    \n
                  • Rich text editor (TinyMCE) for formatted emails<\/li>\n\n\n\n
                  • Available placeholders:<\/li>\n\n\n\n
                  • {{USERNAME}}<\/code> – User’s username<\/li>\n\n\n\n
                  • {{FIRSTNAME}}<\/code> – User’s first name<\/li>\n\n\n\n
                  • {{LASTNAME}}<\/code> – User’s last name<\/li>\n\n\n\n
                  • {{EMAIL}}<\/code> – User’s email address<\/li>\n\n\n\n
                  • {{BALANCE}}<\/code> – User’s current balance<\/li>\n\n\n\n
                  • {{REGISTRATIONDATE}}<\/code> – User’s registration date<\/li>\n\n\n\n
                  • {{DAYSSINCEREGISTRATION}}<\/code> – Days since user registered<\/li>\n<\/ul>\n\n\n\n

                    Add Multiple Steps:<\/strong><\/p>\n\n\n\n

                      \n
                    • Click “+ Add Email Step”<\/strong> to add more days<\/li>\n\n\n\n
                    • Recommended sequence: Day 1 \u2192 Day 3 \u2192 Day 7 \u2192 Day 14 \u2192 Day 30<\/li>\n\n\n\n
                    • Each email guides users through different onboarding stages<\/li>\n<\/ul>\n\n\n\n

                      Step 5: Save and Activate<\/strong><\/p>\n\n\n\n

                        \n
                      1. Review all settings carefully<\/li>\n\n\n\n
                      2. Click “Save Changes”<\/strong><\/li>\n\n\n\n
                      3. Automation will start monitoring new user registrations<\/li>\n<\/ol>\n\n\n\n

                        How Emails Are Sent:<\/strong><\/h4>\n\n\n\n
                          \n
                        • Day-Based Delivery:<\/strong> Emails sent based on days since registration<\/li>\n\n\n\n
                        • Progressive Campaign:<\/strong> Only the next eligible email is sent per cron run<\/li>\n\n\n\n
                        • Smart Stopping:<\/strong> Stops automatically when user purchases or becomes active<\/li>\n\n\n\n
                        • Respects Thresholds:<\/strong> Honors purchase and message sent limits<\/li>\n<\/ul>\n\n\n\n

                          Example Configuration:<\/strong><\/h4>\n\n\n\n

                          Email Step 1 (Day 1):<\/strong><\/p>\n\n\n\n

                            \n
                          • Subject: “Welcome to SMPP Center! Here’s How to Get Started”<\/li>\n\n\n\n
                          • Content: Welcome message, account overview, quick start guide<\/li>\n<\/ul>\n\n\n\n

                            Email Step 2 (Day 3):<\/strong><\/p>\n\n\n\n

                              \n
                            • Subject: “Need Help Getting Started? We’re Here for You!”<\/li>\n\n\n\n
                            • Content: Common questions, demo credit reminder, support contact<\/li>\n<\/ul>\n\n\n\n

                              Email Step 3 (Day 7):<\/strong><\/p>\n\n\n\n

                                \n
                              • Subject: “Unlock the Full Power of SMPP Center”<\/li>\n\n\n\n
                              • Content: Advanced features, success stories, pricing plans<\/li>\n<\/ul>\n\n\n\n

                                Email Step 4 (Day 14):<\/strong><\/p>\n\n\n\n

                                  \n
                                • Subject: “Special Offer: Get Started with Your First Purchase”<\/li>\n\n\n\n
                                • Content: Limited-time discount, testimonials, conversion incentive<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

                                  New User Automation helps you automatically nurture new users with follow-up emails during their first days\/weeks. This improves activation rates and helps convert demo users into paying customers. Step-by-Step Setup Guide: Step 1: Create New Automation Step 2: Basic Configuration Step 3: Configure Execution Rules Stop Automation If User Purchased Credits: Stop Automation If User […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[301],"tags":[],"class_list":["post-892","post","type-post","status-publish","format-standard","hentry","category-automation"],"_links":{"self":[{"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/posts\/892","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/comments?post=892"}],"version-history":[{"count":0,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/posts\/892\/revisions"}],"wp:attachment":[{"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/media?parent=892"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/categories?post=892"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/tags?post=892"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}