Hi. I'm Kristen. And today, we're going to take a look at an automation map that reminds you and your team to give new customers a personalized welcome call when they purchase from you. This automation is critical because your onboarding experience matters. It's a customer's first experience of what it's like to do business with you. By calling to welcome new customers based on specific criteria you choose, you can make the process smooth, personal, and positive.

It also boosts the odds of those customers returning to buy again and ensures they have what they need to succeed with your product or service. Finally, it increases customer satisfaction by giving them a personalized, convenient experience. Let's check it out. Alright.

And now we're looking at the actual automation map. If you've never seen an Ontraport Automation map before. Don't worry. I'm going to walk you through this element by element.The basic idea is that contacts enter the map from the very top and they move their way down to the bottom by going through all of your automation elements.
So this automation starts with a “product is purchased” trigger. Now, triggers our elements that add your contacts to the map when they perform a specific action or fit a certain criteria.

In this case, we're looking for the action that they purchase a product and also the criteria that the contact doesn't have the tag “Welcomed new high value customer.” We'll see that tag a little bit later on. After the contact is added to the automation map, we're going to a condition. Now, a condition is checking whether or not a statement is true. In this case, the statement is this contact has purchased more than one hundred dollars worth of product from me. If the answer to that statement is yes, they'll go down this yes path, and Ontraport will assign the welcome new client task. Then when your team completes this task, they're going to have different outcomes.

If the task is completed with the outcome “called and connected,” meaning that this customer has actually been welcomed by your team, then they'll go ahead and get the tag “Welcomed new high value customer,” and then send the email, “Welcomed email after responding.”

Now if the task is with the outcome “Left voicemail,” then the customer is going to receive the welcome email after no response.

Now, going back up to that condition, if the customer hasn't spent one hundred dollars yet, then the automation map is going to wait for fourteen days. And then check again. If they have spent one hundred dollars, then we will go ahead and assign the task to welcome them. If not, the automation map will wait another seven days, then check again.

If yes, then it will assign the task And if no, then the contact will be booted off of the automation map. Now, you can customize all of the templates and even the amount that you want to count your high value customers as spending. So, in this case, if you wanted to change this one hundred to one thousand or ten thousand, you can go ahead and customize in that way. And that's it for the “Give new customers a personalized call” automation map. If you want to download this map into your account, click on the button below to start a free trial. If you already have an Ontraport account and want to install this map, click on that same link to download the map and all of its templates.

Thanks for watching.