Automations and welcomes

The sequence that runs by itself when someone joins, buys or goes quiet.

Maintained by the Cool team · updated on 8/27/2026

Under Talk → Automations.

An automation is a trigger plus a sequence. When the trigger fires, the sequence runs on its own.

Available triggers

  • member joined;
  • member bought;
  • subscription cancelled;
  • member went X days without showing up;
  • student finished a course.

The sequence

Each step can be an email, a WhatsApp message or a wait ("hold 2 days").

Welcome

It's the automation that matters most and the easiest to forget. Under Talk → Welcome there's a simplified version: a single message, fired when the person joins.

Someone who gets a nod in the first 24 hours is far likelier to post something — and someone who posts once tends to stay.

Careful with pile-up

Three active automations can send three messages to the same person on the same day. Before turning on one more, look at the ones already running.

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