Let Subscribers Pick Their Onboarding Style
When a subscription starts, Notis sends an interactive list: 'How do you want to get started? Video walkthrough, Written guide, Live demo, or Self-explore.' They tap one, you send the right content.
Trigger
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Action
Send interactive list
Send an interactive list message to a whatsapp number. list messages allow users to select from up to 10 options in a structured format. great for menus, catalogs, or choices. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Everyone learns differently. You send one-size-fits-all onboarding and half your new subscribers get lost because it's not their style. Retention suffers.
- Subscribers learn in their preferred style, not yours
- Onboarding completion rates go up because people aren't bored or confused
- You spend less time on failed onboarding because people are engaged from the start
Setup
Build it in a few focused steps.
- 1Connect Stripe and WhatsApp to Notis.
- 2Tell Notis: 'When a new subscription starts, send an interactive list: How do you want to get started? Options: Video, Written guide, Live demo, or Self-explore.'
- 3Notis logs their choice to their customer record.
- 4Based on their choice, you can set up follow-ups: 'If they pick Video, send our onboarding video link. If Written guide, send a PDF.'
- 5Test by creating a subscription and confirming the list appears with all options.
- 6Track which formats are most popular to inform future onboarding improvements.
Questions about this workflow
Can I update the onboarding options later?
Yes. If you add new formats or retire old ones, just tell Notis to update the list. New subscribers will see the updated options.
What if someone picks 'Self-explore'?
Notis can send them a link to your knowledge base or let them loose to explore. You can also send a 'check in after 3 days' follow-up to see how they're doing.
Can I see which format led to better retention?
Absolutely. Notis tracks preference + retention, so over time you can see if video learners stay longer, etc. Use this to optimize your formats.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Whatsapp. A trigger fires from one place; an action lands in another.
Stripe triggers
Whatsapp actions
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Product Created Trigger
Triggered when a product is created in Stripe
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Not just Stripe and Whatsapp. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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