Onboard into Community
Convert new customers into engaged community members with invitations to exclusive WhatsApp groups and insider communities.
What is a Community Onboarding Campaign?
A community onboarding campaign is designed to connect new customers with your brand’s insider groups right after signup or first purchase. By inviting them into communities like WhatsApp groups, loyalty clubs, or forums, you create deeper engagement beyond transactions. These campaigns foster belonging, increase stickiness, and lay the foundation for long-term brand loyalty.
Why does Community Onboarding matter?
Challenges
Opportunities
Outcomes
Higher Customer Engagement
Better Customer Retention
Improved Brand Loyalty
Who is it for?
Audience
Exclusions
How it plays out
A sample sequence for this use case.
You're in! Now sparkle with your circle ✨ Join our WhatsApp community of jewellery lovers to share your style and get early access → [CTA]
Welcome to the family! Ready to connect with fellow [product category] enthusiasts? Join our insiders-only community → [Join Now]
Don't miss out on our exclusive community perks - early drops, styling tips, and member-only content await → [Join Community]
Final invitation: Join hundreds of customers sharing their experiences and getting VIP access → [Be Part of It]
Best Practices
- Send community invitations immediately after first purchase to capitalize on positive post-purchase emotions and excitement.
- Clearly communicate community benefits (early access, exclusive content, insider tips) to create compelling reasons to join.
- Use welcoming, inclusive language that makes new customers feel special and valued as community members.
Onboard into Community Examples & Prompts
Channel Examples
Ready-to-use ZEPIC prompts
Instead of manually tracking new buyers and sending one-off invites, Zenie automates the entire flow. With one prompt, you can identify eligible customers and deliver cross-channel invitations to join your brand’s community.
Trigger after first purchase or signup. Send community invite across Email + WhatsApp
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FAQs
Why is community onboarding important for customer retention?
Community onboarding creates emotional connections beyond transactions. Customers who feel part of a community are more likely to remain loyal, make repeat purchases, and recommend your brand to others.
When should community invitations be sent to new customers?
Send invitations immediately after first purchase or signup when customer excitement is highest. This timing leverages positive emotions to drive community participation.
What community benefits should be highlighted in invitations?
Focus on exclusive access (early product launches, special discounts), social connection (sharing experiences, getting advice), and insider knowledge (trends, styling tips, behind-the-scenes content).
Should community onboarding work across email and WhatsApp?
Yes, use both channels strategically. WhatsApp works well for immediate community access and ongoing engagement, while email can provide detailed community guidelines and expectations.
How do you measure community onboarding success?
Track community join rates, member engagement levels, repeat purchase rates from community members vs non-members, and customer lifetime value improvements from community participation.