Community Groups

When someone joins the community — either through a paid order or a free opt-in — this automation fires across both entry points simultaneously. It tags the new member as a group contact, grants them access to the community group instantly, fires a Facebook Conversion API event to track the acquisition, creates or updates an opportunity in the pipeline, then sends a welcome email and SMS. A 1-day wait step follows before the next stage of the member journey begins.

Community is one of the most powerful retention tools available — but only if new members feel welcomed and engaged immediately. This automation ensures every new member, whether paid or free, gets instant access and a warm, structured welcome within minutes of joining. The Facebook Conversion API event means every community join is tracked as a conversion for ad optimisation purposes — improving targeting accuracy and reducing cost per acquisition over time. The pipeline opportunity creation ensures no community member slips through without a commercial conversation being tracked.

This sits at the entry point of the community experience — the first impression that determines whether a new member stays active or goes quiet. For clients building communities as part of their offer stack, this automation is what separates a thriving, engaged group from a ghost town. It's also a strong demonstration of how paid and free acquisition channels can be managed through a single, unified workflow — reducing operational complexity while improving the member experience across both tiers.