Welcome each newly connected resident

Give every newly connected resident the same short orientation, timed from the day they join.

What this helps you do

A Journey is a sequence of messages timed from when each person joins, so everyone gets the same welcome no matter when they connect. Message one goes out immediately or on the day you choose for that person, and the rest follow on your schedule. Each person has their own clock.

When to use it

Use it for a welcome that explains what this channel carries and what it does not, how to pick topics, and who answers a reply. Use it too for a parks program or a volunteer group where everyone needs the same first few notes.

How to do it

  • Open Campaigns and choose New Journey.
  • Pick the audience that enrolls people: anyone added to it begins the Journey from the first message.
  • Write the steps in order and set when each sends: immediately after joining, or a number of days later, optionally at a specific time.
  • If people are already in the audience, choose whether to start the Journey for all of them or only for people who join from now on.
  • Activate the Journey. The page shows who is at which step, who completed it, and who left early.

Example

Your welcome Journey sends a thank-you on day one that says plainly this is a voluntary channel beside the official notices, a note on day two showing the service topics they can choose, and a note on day seven telling them a reply reaches a person in the office. A resident who connects from the water bill in March and one who connects at the counter in September each get the full sequence from their own start.

Good to know

  • If a resident leaves the audience their remaining messages stop; rejoining does not automatically restart a finished sequence.
  • Point your sign-up page at the inbound webhook and each person who signs up is invited without anyone touching the Hub. There is no utility-billing, permitting or 311 connector that does this for you.
  • Journeys are part of Hub Pro, which unlocks at $500 in cumulative credit purchases for any organization. Until then the page shows your progress toward it, and Content Series is available now.

Do it in your Hub

Inside your Hub, Help shows this same article next to the screen it describes. Sign in at directtoresidents.com or right here.