What is the On-boarding email sequence recipe and how can I use it?

Wield the perfect on-boarding tool and have it funnel your subscribers on autopilot. This recipe can be used to send a series of email campaigns, pausing after each one to check how your recipients respond to it. Did they open? Have they clicked? Have they placed an order?

Use this information to automatically filter contacts as many times as necessary and clean up your list from non-responsive subscribers or, better yet, narrow down your content each step of the way and make for a very personalized experience based on fresh user data!

If you've already found the on-boarding email sequence recipe among the available recipes, and know how recipes are laid out, then let's go right ahead and check its ingredients:

A. Overview


The trigger (1) for this recipe is called When someone subscribes to any list and, as its name implies, it fires up your automation when someone subscribes to one of your mailing lists. Following the trigger is a Wait for 1 minute(s) control step (2), which allows a minute to pass before your new subscribers receive an email campaign welcoming them to your mailing list, by way of the first Then send email campaign action step (3). Right after the workflow is filtered for the first time using the Filter contacts conditional step (4), based on whether they have opened your welcome email or not. If they have (5) they will receive a second campaign, after some time, and the recipe will check again to see if they opened the second campaign, further segmenting them and sending a third campaign in each occasion. In the case that they haven't opened your first campaign (6) they will receive a different second campaign, after some time, and the recipe will check again to see if they opened that, further segmenting them. Depending on their action they will either receive a third campaign or be deemed unresponsive and be automatically unsubscribed from your mailing list (7).

B. Changing the Recipe 

Are you already familiar with how to use Action steps and how to use Conditional / Control steps? You can use that knowledge to change parts of this recipe as you see fit. It's exactly like creating or editing one of your own automation designs: you can add steps, remove steps, or edit the steps already available to fit your design's needs.

You can also save your changes as a custom recipe, and use it at your leisure.

C. Using the Recipe

A recipe cannot be activated as is! You first need to complete all the incomplete tasks found in the task list and transform the recipe into a fully functional automation. The On-boarding email sequence recipe requires the following tweaks:

1. Click on the Then send email campaign step.

2. Set the appropriate campaign options from the available fields.

This type of action requires that you define a Subject, the Sender, the Content as well as set an optional Emails Per Day Cap so that a subscriber won't get more emails than necessary on the same day. Click on the Save button when you're done.

3. Click on the Filter contacts step.

4. Set the two remaining filter parameters, using the available drop-down menus.

You will need to define which mailing list this filter should be applied to. Your options are:

  • Apply to all mailing lists
  • Apply to mailing list of the recipient performing the action
  • Apply to mailing list <mailing list>
  • Apply to mailing list <mailing list>
  • ...

Additionally you will also need to define the name of the campaign which your filter will check to see if your subscribers have opened or not. Click on the Save button when you're done.

5. Continue by setting up the Wait a specific time interval steps for each of the two occasions created by the filter.

6. Set the required time value and measurement unit, using the available fields, for each occasion.

Click on the Save button when you're done.

7. Set up the Then send email campaign steps for each occasion. Screenshot_7b.png

Remember, one fulfills the criterion that your subscribers have opened the first campaign, while the other will be dispatched on the occasion that they did not open the first campaign.

8. Continue your segmentation further by setting up the two Filter contacts conditional steps, for the next section of your workflow.

You will need to define mailing lists and campaign names, similarly to what you did before, for each separate filter.

9. Three of the paths constitute of Wait a specific time interval and Then Send email campaign steps.Screenshot_9b.png

Setting each of these pair of steps up requires the same simple processes described earlier.

10. Click on the Then unsubscribe from list step.

This step is the final step of the path wherein your subscribers have not opened any of your campaigns.

11. Set up the unsubscription using the drop-down menu.

Your options are:

  • All mailing lists and never send again
  • Only from list <mailing list>
  • Only from list <mailing list>
  • ...

Click on the Save button when you're done.

12. Don't forget to activate your automation by clicking on the ACTIVE toggle.