Hot Tip 🔥

Onboard new members in the community and conduct surveys to collect member personas right from when they join. This can help set carefully targeted automation campaigns while significantly increasing engagement.

Use the Onboard members with a survey template on the Automation dashboard which is an elaborate 15-day onboarding process that welcomes members to a community, collects their interests, and shares relevant resources with them

Hot Trick 🔥

You can measure the impact of this workflow on engagement after a few weeks of getting activated.

On the Member dashboard, filter to see members who Joined in the same time period during which the automation is activated, and then add the Active filter for the same time period to see how many of those who joined also engaged in the community.

You can also compare this same metric for the same time period right before the automation was activated to see how the activation rate has improved.

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