+1Hi there,
I am setting up a website that has a subscription service for Online Coaching. I want to create a flow so that when a subscription has been confirmed through either through the website or a Stripe payment a ‘Welcome’ email is sent straight away, the next day another email is sent to explain the coaching process, the day after the check-in process is explained and the day after that the training plan is explained.
Any support/solutions would be great!
Thanks,
Tom
Best answer by DavidSandel
Do you have a pre-built integration for these payments? i.e. Shopify, WooCommerce, Square, Stripe, etc?
If so, I’m sure they all have events that correspond to a payment. You can use that event to trigger the flow, and then build out your emails from there.
If you didn’t want it to trigger on every payment event (although, you could still use the event and set up filters to handle this too), you could manage the settings to add these contacts to a list or segment the first time the event gets fired. Then use the fact that they are added to list or segment as the trigger.
If you don’t have a pre-built integration or the ones I mentioned don’t have this capability, you could always make your own. Almost all web platforms (shopify, wordpress, hubspot, etc.) allow you to build custom functions that would allow you to send the information to Klaviyo when the payment is collected. Stripe allows this too.
+21Do you have a pre-built integration for these payments? i.e. Shopify, WooCommerce, Square, Stripe, etc?
If so, I’m sure they all have events that correspond to a payment. You can use that event to trigger the flow, and then build out your emails from there.
If you didn’t want it to trigger on every payment event (although, you could still use the event and set up filters to handle this too), you could manage the settings to add these contacts to a list or segment the first time the event gets fired. Then use the fact that they are added to list or segment as the trigger.
If you don’t have a pre-built integration or the ones I mentioned don’t have this capability, you could always make your own. Almost all web platforms (shopify, wordpress, hubspot, etc.) allow you to build custom functions that would allow you to send the information to Klaviyo when the payment is collected. Stripe allows this too.
Great question. What you're describing is a classic email onboarding drip campaign triggered by a successful subscription or Stripe payment.
You can easily build this using tools like Zapier or Make (formerly Integromat). Here's a simple flow:
Stripe triggers a webhook when payment succeeds
That trigger sends the subscriber's email to your email marketing platform (Mailchimp, ConvertKit, ActiveCampaign, or even Google Sheets + Gmail)
Set up automated email sequences with delays: Day 0 → Welcome email, Day 1 → Coaching process, Day 2 → Check-in process, Day 3 → Training plan
Most email platforms have built-in automation builders for exactly this. If you're using WordPress, FluentCRM or AutomatorWP work great too.
On a different note, I recently came across a roofing service 🏠 that impressed me with their follow-up system, they send educational content on a schedule, just like you're planning for coaching. Funny how good communication works the same in any industry.
Good luck with your coaching business!
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