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How can I create a Welcome Email automation ?

It's nice to be nice! And what could be nicer than welcoming your new subscribers to your mailing list? It's a great opportunity to show how much you care for them by giving some important insight on your business, by offering a discount for their first purchase, or by guiding them towards interesting things on your site. Don't forget that welcome emails get some of the highest click-through rates so make sure you add a catchy call-to-action.

After connecting your Moosend account to your site and allowing our platform to identify your customers when they visit it, you'll be ready to start setting your range of automations.

Take a few seconds to first familiarize yourself with the options available on your Automation page. Below we'll be explaining each step of the process so that you see for yourself how easy it is to create a Welcome Email or any other type of automation you come up with:


Α. Setting up the proper trigger

1. Click on the Select your trigger area.
Setting up the trigger  Step 1 : Click on the Select your trigger area

The "Select a Trigger" pop-up window appears showcasing the available triggers.


2. Select the List Engagement option from the drop-down menu, located on the top of the "Select a Trigger" pop-up window.
Setting up the trigger  Step 2 : Select the List Engagement option from the list

All available triggers are displayed on the "Select a Trigger" window by default, so filtering the different types of triggers showcased helps you make a quicker choice by focusing on what is relevant to the occasion. Right now we are looking for triggers that occur when someone engages with one of your member lists:

  • When someone subscribes to any list
  • When someone unsubscribes from any list
  • When someone subscribes to a specific list
  • When someone unsubscribes from a specific list


3. Choose the When someone subscribes to any list option.
Setting up the trigger  Step 3 : Select when someone subscribes to any list

The window that appears begs the question: "Do you want this trigger to only trigger once?" to which you can answer either Yes or No.

4. Select the Yes - Trigger only on the first subscription option from the drop-down menu.
Setting up the trigger  Step 4 : Select Yes trigger only on the first subscription

This is the best option for this type of automation since you want to welcome your new subscribers the first time they subscribe to one of your lists, not each time!


5. Click on the Save button.
Setting up the trigger  Step 5 : Click on Save

B. Sending an email to your new subscribers

1. Click on the + symbol below your starting trigger.
Sending a Welcome Email Step 1 : Click on the + plus sign

A pop-up appears with two tabs, the "Conditional / Control Steps" tab and the "Actions" tab. You'll find yourself at the "Conditional / Control Steps" tab by default.


2. Choose the Actions tab instead.
Sending a Welcome Email Step 2 : Choose the Actions tab


3. Click on the Then send email campaign option.
Sending a Welcome Email Step 3 : Click on Then send email


4. Fill-in the Subject of the email you're going to send.
Sending a Welcome Email Step 4 : Fill in the Subject of the email

Make sure it's something friendly and welcoming. This is the subject that your new subscribers will be seeing in their inbox and you want to make an excellent first impression!


5. Choose the Sender of the email from the drop-down menu. 
Sending a Welcome Email Step 5 : Choose a sender


6. Choose the campaign content. 
Sending a Welcome Email Step 6 : Choose the campaign content

You need to have a readily available design to use here, but in case you haven't made one you can always design one using the Moosend Editor and return here to add it afterwards. The available task list will remind you that this step hasn't been completed yet.


7.  Set the number of emails sent by this action per day to Up to 1 email per day from this step.
Sending a Welcome Email Step 7 : Click Save


8. Click on the Save button. 
Sending a Welcome Email Step 8 : Click Save

C. Giving your subscribers time to open it

You just created a simple welcome email that gets sent as soon as someone subscribes to one of your mailing lists. Why stop there? Using the available conditions you can expand your automation flow by adding more cool steps. But first you need to give your subscribers some time to open your welcome email, and then check to see if they did open it before you react accordingly.


1. Click on the + symbol below your action.
Giving your subscribers time Step 1 : Click on the plus + symbol

2. Click on the Wait a specific time interval option.
Giving your subscribers time Step 2 : Click on the Wait a specific time interval option


3. Fill-in the time duration you want to wait until the next step in your automation takes place, and then select the measurement of time you want to use from the ones available in the drop-down menu. 
Giving your subscribers time Step 3 : Fill in the time duration

Your options are simple:

  • minutes
  • hours
  • days

Ideally you should go for 3 days as an optimum waiting time. This should give your new subscribers enough time to open the welcome email that you've sent them.


4. Click on the Save button.
Giving your subscribers time Step 4 : Click Save


D. Checking to see who opened your email

Now that your subscribers have had adequate time to open your welcome email, let's split them up, based on whether they opened it or not.

1. Click on the + symbol below your Control Step.
Checking who opened the email Step 1 : Click on the plus symbol

The pop-up window with the "Conditional / Control Steps" tab and the "Actions" tab appears.


2. Click on the Filter contacts option.
Checking who opened the email Step 2 : Click on the Filter contacts


3. Click on the Add a condition button.
Checking who opened the email Step 3 : Click on the Add a condition


4. Select the Opened Campaign Name option from the first drop-down menu.
Checking who opened the email Step 4 : Select the Opened campaign option

The drop-down menu contains all the Custom Fields available in your account as well as other options. For the purposes of your welcome email automation we need to figure out whether each new subscriber opened the welcome email you sent to them or not, so the Opened Campaign Name option is the ideal choice here.


5. Select the is option from the second drop-down menu.
Checking who opened the email Step 5 : Select the is option


6. Select the name of your welcome email campaign from the third drop-down menu.
Checking who opened the email Step 6 : Select the name of your welcome email campaign

Our filter is now ready: your subscribers received a welcome email and had a few days at their disposal to open it. The filter you just created separates the ones who did open it during this time, from the ones who didn't. 


7. Click on the Save button.
Checking who opened the email Step 7 : Click Save


E. Tagging the ones who opened it

Your filter separates your new subscribers, based on whether they opened your welcome email during the first few days after receiving it, in two sections: under Yes you'll find the people who did open it, we'll have a Custom Field change its value to keep tabs on them. Under No will be those who did not open your welcome email, we'll follow-up on those by sending them a second email.


1. Click on the + symbol below the Yes condition.
Tagging the ones who opened the email Step 1 : Click on the plus sign


2. Choose the Actions tab.
Tagging the ones who opened the email Step 2 : Click on the Actions tab


3. Click on the gray dot to move to the second page of available Actions.
Tagging the ones who opened the email Step 3 : Click on the gray dot


4. Click on the Then set custom field value.
Tagging the ones who opened the email Step 4 : Set a custom field value


5. Choose the Custom Field that you want to update from the drop-down menu.
Tagging the ones who opened the email Step 5 : Choose the custom field

If you don't have a readily available custom field for this purpose, you can always create a new custom field. Don't forget, your Moosend account allows you to have as many custom fields as you need!


6. Fill-in a Custom Value field with the value that you want.
Tagging the ones who opened the email Step 6 : Fill in a value for the custom field

The custom field that you selected in the field above will be updated to the value that you set here. Since we're focusing on the new subscribers who opened your welcome email, why not put a tag on them to show that they are responsive to your emails?


7. Click on the Save button.
Tagging the ones who opened the email Step 7 : Click Save

Keep in mind that if you want to choose another action instead you can always click on Action List button to go back and check your other options.


F. Sending a follow-up to the ones who didn't

Let's send a second email to those new subscribers who weren't interested in opening your welcome email. It's always worth nudging them!

1. Click on the + symbol below the No condition.
Sending a follow-up Step 1 : Click on the plus symbol


2. Choose the Actions tab.
Sending a follow-up Step 2 : Choose the Action tab


3. Click on the Then send email campaign option.
Sending a follow-up Step 3 : Click on Then send email campaign


4. Fill-in the Subject of the email you're going to send.
Sending a follow-up Step 4 :Fill in the Subject

The subject of your welcome email didn't entice them enough. Maybe you should try something different this time!


5. Choose the Sender of the email from the drop-down menu.
Sending a follow-up Step 5 :Choose the Sender


6. Choose the campaign content. 
Sending a follow-up Step 6 :Choose the campaign content

Similarly to the previous email you sent out, you'll need to have a readily available design to use here or design one using the Moosend Editor and come back and add it afterwards. Remember that the available task list will show you which steps of the automation remain incomplete. Don't forget to add a call to action!


7.  Set the number of emails sent by this action per day to Up to 1 email per day from this step.
Sending a follow-up Step 7

8. Click on the Save button. 
Sending a follow-up Step 8 : Click Save

Keep in mind that if you want to choose another action instead of sending them a new email, you can always click on Action List button to go back and check your other options.


9. Toggle the Inactive / Active button, to activate your automation. 
Sending a follow-up Step 9 : Toggle the switch to activate the automation
 

You just went a few steps further than a simple welcome email automation. You can always add more steps or do things differently if you feel like it! For instance you could've chosen to send a discount using a coupon code, as a thank you to the people who just subscribed to your newsletters. The Welcome Email automation is readily available along with numerous other automation Recipes, to serve as an inspiration and a starting point for your own automation designs.