Build Your First Automation

​

What You’re Building

​

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.

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.

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.

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:

Field	What to Enter
To	User from trigger (this is automatic)
Subject	Welcome to the team, {{field.user.firstName}}!
Message	See template below
Attach Session	Select your main training session

Here’s a welcome email you can copy and paste:

Copy

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.

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.

Field	What to Enter
User	User from trigger
Tag	Select “Active Member” (or create a new tag)

Now every new subscriber automatically gets tagged, making it easy to send announcements or check engagement later.

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.

​

Verify It’s Working

• 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

​

What You Just Learned

• 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)

​

What’s Next?