Recipe No. 24 · Marketing
New customer welcome sequence
Add new loyalty sign-ups to your email list and send a welcome with a first-visit perk.
- Serves
- Cafés & restaurants
- Made with
- Zapier
- Prep (setup)
- ~20 min est.
- Yield
- 1 hr/week saved, est.
- Level
- Beginner
- Plan needed
- Zapier: Free covers 2-step Zaps (100 tasks/mo, checks every 15 min); multi-step Zaps need Professional (from $19.99/mo billed annually, $29.99 monthly, per zapier.com/pricing). Check your plan.
- Est. SMS cost
- No SMS needed
- TriggerTrigger
- Step 2Filter
- Step 3Action
- Step 4In Mailchimp, build a Customer Journey…
- Step 5Test with your own email and enable
Ingredients
- Sign-up form or POS with customer capture (Square, Google Forms)
- Mailchimp (free tier)
- Zapier
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free
Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.
Method
- Trigger: Square 'New Customer' or Google Forms 'New Response'.
- Filter: continue only if the 'marketing consent' field is yes.
- Action: Mailchimp 'Add/Update Subscriber' with a tag 'welcome'.
- In Mailchimp, build a Customer Journey triggered by the 'welcome' tag that sends your welcome email immediately.
- Test with your own email and enable.