Automations
Basic Membership
Upon form submission, a customized automation sequence will be triggered, streamlining the process and enhancing efficiency. This automation workflow can include tasks such as sending notifications, updating records, and assigning follow-ups, ensuring a seamless experience for applicants and administrators alike.
- Landing Page
- Sign-up/Registration Form
Automations
- "Thank you for your Application" Email.
Dear [Applicant's Name],
Thank you for submitting your membership application to [Organization Name]. We appreciate the time and effort you took to apply, and we're excited to review your qualifications.
We're currently reviewing your application, and our team will be in touch with you soon. Please allow [timeframe, e.g., 3-5 business days] for us to process your application.
If you have any questions or concerns, feel free to reach out to us at [contact email or phone number]. We look forward to welcoming you to our community!
Best regards,
[Your Name/Organization Name]
- Screen Message about "Reviewing your Application"
Application Received! 🎉 We're reviewing your submission and will be in touch soon. Check your email for updates or contact us if you have any questions.
- Admin List to review Applications
Exclusive for Admins Only
A centralized spreadsheet tool will be used to track applicant details, with a designated column for status updates, allowing you to easily categorize each applicant as:
Approved
Pending
Rejected
This will streamline the application management process and provide a clear overview of each applicant's status.
Approved
"Your Application is Approved" email.
- "Thank you for your Payment" + Receipt
- Welcome Letter + Join our Community (Slack Channel, Community site, etc)
Pending
No Action
Rejected
"We Regret you Application was Denied" email.
- Suggested Tools
- Zapier
- Mailchimp
- Google Sheet
- AirTable
- Stripe
- Paypal
- Fluent Form
