Welcome Email Marketing Explanation

[Bronze_Palms]

Hi! I was hoping someone could shed some light on the welcome email automation in Marketing. The trigger is "When a customer purchases at your business for the first time..." but how does this work with Square Appointments?

Ideally, this welcome email would be triggered when a client books an appointment with us. The way the trigger is currently worded, makes it sound like clients would receive the email when they checkout their appointment with us.

Is that the case?

[TheRealChipA · Accepted solution]

Hey there, @Bronze_Palms.  So, as far as I can tell, all triggers work on completed/paid transactions.  I can’t see anything in the help documents that indicates this one is any different.  Unfortunately, this means that your ideal scenario falls into the Ideate/Feature Request world.  You know how to submit those, I’m sure.

One thought.  You might check out Zapier and see if there is a Zap trigger that would allow you to perform an action when a first  appointment is made by a customer.  If this doesn’t exist, I’m pretty sure there is a Zap trigger for when new customers are added to our directories.  That might be just as good — or at least better — than nothing at this point.