Creating an effective customer onboarding funnel is crucial for converting new users into loyal clients. With Make (formerly Integromat), you can automate and streamline this process to provide a seamless experience. This guide walks you through building a complete onboarding funnel using Make.

What is Make (Integromat)?

Make is a powerful automation platform that connects various apps and services, enabling you to automate workflows without coding. It visualizes processes as scenarios, making it easy to design complex automation sequences for your customer onboarding process.

Key Components of a Customer Onboarding Funnel

  • Lead Capture
  • Welcome Email
  • Account Setup & Verification
  • Initial Engagement
  • Follow-up & Feedback

Setting Up Your Make Scenario

Start by creating a new scenario in Make. Connect your lead capture source, such as a form on your website, to initiate the onboarding process.

Step 1: Capture Leads

Use a form tool like Typeform or Google Forms, and connect it to Make via webhooks or integrations. When a user submits their details, trigger the scenario to start the onboarding flow.

Step 2: Send Welcome Email

Connect your email marketing platform, such as Mailchimp or Gmail, to send a personalized welcome email automatically. Include links to resources or next steps.

Step 3: Account Verification

Set up an email verification step, where users confirm their email address. Use Make to monitor responses and update user status in your CRM accordingly.

Step 4: Initial Engagement

Trigger follow-up actions such as assigning tasks in project management tools or sending educational content based on user preferences.

Automating Follow-ups and Feedback

Use Make to schedule automated follow-up emails or surveys to gather feedback. Connect survey tools like Google Forms or Typeform to automate this step.

Best Practices for an Effective Onboarding Funnel

  • Personalize communications based on user data.
  • Automate repetitive tasks to save time.
  • Monitor funnel performance and optimize steps.
  • Ensure smooth transitions between stages.

Conclusion

Building a complete customer onboarding funnel with Make allows you to automate personalized communication, reduce manual work, and improve user experience. Continually refine your scenario based on feedback and analytics to maximize engagement and retention.