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Where to find this: Tools → Automations → + New Automation
By the end of this guide, every new member will automatically receive a welcome email with instructions to book their first session. You’ll also tag them as an “Active Member” so you can easily find them later. No templates, no shortcuts—we’re building from scratch so you understand how it works.

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What You’re Building

TriggerConditionActions
New PurchaseIs a subscription1. Send welcome email with booking link
2. Add “Active Member” tag

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Step-by-Step Instructions

1

Open the Automation Builder

From your dashboard, navigate to Automations and click Create Automation.You’ll see a blank canvas with a prompt to choose your trigger.
CoachIQ automation builder blank canvas with trigger prompt
2

Choose Your Trigger

Click Select Trigger and choose New Purchase.This trigger fires whenever someone buys any product—memberships, credit packs, camps, or one-time sessions.
CoachIQ automation trigger selection menu showing available triggers
3

Add a Condition

We only want this automation to run for new members, not every purchase. Let’s add a filter.Click Add Condition and select Is a subscription.Now this automation will only fire when someone purchases a subscription product—not one-time buys like camps or drop-in sessions.
Adding the subscription condition
Conditions are optional, but they help you target the right people. You can add multiple conditions to get more specific.
4

Add Your First Action — Send Email

Click Add Action and select Send an Email.Fill in the fields:
FieldWhat to Enter
ToUser from trigger (this is automatic)
SubjectWelcome to the team, {{field.user.firstName}}!
MessageSee template below
Attach SessionSelect your main training session
Here’s a welcome email you can copy and paste:
Hey {{field.user.firstName}},

You're officially part of the team! 🎉

Here's how to get started: book your first session using the link below. 
If you have any questions, just reply to this email—I'm here to help.

See you soon,
[Your Name]
Dynamic fields like @User.FirstName automatically insert each member’s actual name. Your email stays personal without extra work.
Configuring the send email action
5

Add a Second Action — Add Tag

Let’s also tag new members so you can target them with future automations.Click Add Action and select Add a Tag to a User.
FieldWhat to Enter
UserUser from trigger
TagSelect “Active Member” (or create a new tag)
Now every new subscriber automatically gets tagged, making it easy to send announcements or check engagement later.
Adding a tag to the user
6

Name and Activate

Give your automation a clear name like New Member Welcome.Click Save and toggle the automation ON.
That’s it! Your automation is now live. The next person who purchases a subscription will automatically receive your welcome email and get tagged as an Active Member.

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Verify It’s Working

A few ways to confirm your automation is running:
  • Check the automation log: Most automations show a history of recent runs
  • Make a test purchase: Use a test account to subscribe and see if the email arrives
  • Wait for your next signup: You’ll see it appear in the automation history

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What You Just Learned

You now understand the three building blocks of every automation:
  • Triggers start automations when something happens (a purchase, booking, form submission)
  • Conditions filter who it applies to (only subscriptions, only first-time buyers)
  • Actions are what CoachIQ does automatically (send messages, add tags, manage credits)
Every automation in CoachIQ—no matter how complex—uses this same pattern.

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What’s Next?

Automation Playbook

Browse ready-to-use automations for trial conversions, member retention, credit reminders, and more.

Scheduled Automations

Learn how to run automations on a schedule—like weekly check-ins for inactive members or credit expiration alerts.

Forms Overview

Build forms that trigger automations on submission

Creating Your First Scheduler

Set up the sessions your automations will reference

Inbox Overview

Where automated emails and in-app messages are delivered

Tags and Filters

Organize members with tags that automations can add or remove