Create a Welcome Email automation

When you welcome your new subscribers to your email list, it is a great opportunity to also give them some important insight into 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 account in our platform to your site and allowing us to identify your customers when they visit it, you will be ready to start setting your range of automation workflows.

Take a few seconds to first familiarize yourself with the options available on your Automation page. Below we will 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.welcome_email_automation_1.png


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

2. Click on the List Engagement tab to view the corresponding triggers.welcome_email_automation_2.png

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:

3. Choose the When someone subscribes to any list option by clicking on the arrow next to it.welcome_email_automation_3.png

The window that appears begs the question: "Trigger only 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.welcome_email_automation_4.png

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.

5. Click on the Save button.welcome_email_automation_5.png


B. Sending an email to your new subscribers

1. Click on the + symbol below your starting trigger.welcome_email_automation_6.png

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. Click on the Actions tab.welcome_email_automation_7.png


3. Click on the Then send email campaign option.welcome_email_automation_8.png


4. Fill in the Subject line of the email you're going to send.create_welcome_email_automation_9.png

Make sure it is 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 "From" name of the email from the drop-down menu.create_welcome_email_automation_new_10.png


6. Choose the campaign content. You have four options where your campaign content is concerned.

i. Creating a simple campaign content

The first option is to create a simple HTML message for your automation from within the Then send email campaign window when you are in the Rich text editor tab (the default option). Create your simple HTML message, then click on the Save button.create_welcome_email_automation_11.png


ii. Creating a campaign design

You may also create a new campaign design for your automation. To do this, click the Campaign editor tab once more, then click on the Go to editor button.create_welcome_email_automation_22.png

Clicking on this button takes you to our Campaign Editor, where you can create a whole new design.

iii. Fetching the content from an existing campaign

The third option is to fetch the content from an existing campaign.

1. To use content from an existing campaign, click on the Campaign editor tab, then click on the Use a ready campaign button.create_welcome_email_automation_12.png


2. Next, use the drop-down list to select the campaign whose content you wish to use, whether it be a campaign that has already been sent out or just a draft campaign.create_welcome_email_automation_13.png

Once you have selected your campaign, click on the Import button to use its content in your automation campaign. After the import process is completed, the HTML content of the campaign you selected will be imported to your automation campaign.


iv. Creating a campaign from scratch
    1. You may also create a new campaign from scratch for your automation. To do this, click the
       Campaign editor tab once more, then click on the Create a campaign from scratch button.create_welcome_email_automation_14.png

   Clicking on this option takes you to the Campaign wizard where you can follow the steps to import
   your desired HTML content, 
just as you would do with a regular campaign, or create a brand new
   campaign from scratch.

2. Once you are happy with your design, clicking on the Update Campaign & Continue button will
   automatically take you back to your automation, allowing you to continue designing it.


7. Select the maximum number of emails sent by this action, per day, from the drop-down menu.create_welcome_email_automation_15.png

The available options which refer to each subscriber are:

  • Unlimited
  • Up to 1 email 
  • Up to 2 emails 
  • Up to 3 emails 
  • Up to 4 emails
  • Up to 5 emails 

8. Click on the Save button.create_welcome_email_automation_16.png


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 email lists. Using the available conditions, you can also 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.welcome_email_automation_18.png


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.welcome_email_automation_20.png

Your options are :

  • minutes
  • hours
  • days
  • months


4. Click the Save button to add the time interval to your workflow.welcome_email_automation_21.png


5. To wait for a specific date, click on the Wait until a specific date tab.welcome_email_automation_22.png


6. Use the Select HourSelect Minute, and Timezone drop-downs to specify the exact time, and timezone, for the next step in your workflow.welcome_email_automation_23.png

7. Toggle the Recurrency by day switch to Yes, if you wish to specify a specific day or days, for the next step to occur, at the time that you already specified.welcome_email_automation_25.png

Your options are:

  • Sunday
  • Monday
  • Tuesday
  • Wednesday
  • Thursday
  • Friday
  • Saturday

Check the box next to a day in order to select it. You may select as many of the days of the week as you like, but note that if you don't enable this option, all days will be considered.


8.  If you wish the step to repeat on a specific day each month, toggle the Recurrency by date switch to Yes, and then use the drop-down menu to select the day, from the 1st to the 31st of every month, that you wish the step to be repeated on.welcome_email_automation_26.png

Note that if you don't enable this option, all days will be considered.

9. Click on the Save button to add the specific date/time you specified to your workflow.welcome_email_automation_27.png


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.welcome_email_automation_28.png

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

2. Click on the Filter (If condition / Else) option.welcome_email_automation_29.png


3. Choose the email list to which this set of filters will apply, from the drop-down list.welcome_email_automation_30.png


4. Click on the Add a condition button.welcome_email_automation_31.png


5. Select the Specific Campaign Opened option from the first drop-down menu.welcome_email_automation_32.png

The first drop-down menu contains a list of criteria that can be used to filter your automation workflow. 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 Specific Campaign Opened criterion is the ideal choice.

6. Select the is option from the second drop-down menu.welcome_email_automation_33.png


7. Select the name of your welcome email campaign from the third drop-down menu.welcome_email_automation_34.png

This should be the produced (Automation) campaign of the send email step we created in the previous steps above. 

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.  

8. Click on the Save button.welcome_email_automation_35.png


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.welcome_email_automation_36.png


2. Choose the Actions tab.welcome_email_automation_37.png

3. Click on the Then set custom field value option.welcome_email_automation_38.png


4. Choose the Custom Field that you want to update from the drop-down menu.welcome_email_automation_new_39.png

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 account in our platform allows you to have as many custom fields as you need.

5. Fill in a Custom Value field with the value that you want.

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, you can also put a tag on them to show that they are responsive to your emails.


6. Use the third drop-down menu to specify whether you desire the creation of a new member.welcome_email_automation_41.png

You have three options:

  • Yes - Create the member if it does not exist
  • Yes - Create the member if it does not exist as verified, I have consent from an external source
  • No - Do not create a new member

7. Click on the Save button.welcome_email_automation_42.png

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

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

Let's now check how to send a second email to those new subscribers who weren't interested in opening your welcome email.
1. Click on the + symbol below the No condition.welcome_email_automation_43.png


2. Choose the Actions tab.welcome_email_automation_44.png


3. Click on the Then send email campaign option.welcome_email_automation_45.png


4. Fill in the Subject line of the email you're going to send.create_welcome_email_automation_17.png

The subject of your welcome email didn't entice them enough., so you should consider trying something different this time.


5. Choose the "From" name of the email from the drop-down menu.create_welcome_email_automation_18.png


6. Choose the campaign content, using one of the many campaign content creation options available.create_welcome_email_automation_19.png


7.  Set the number of emails sent by this action per day to either Unlimited or, if you want to limit the daily number of emails, to one of the available limit options.create_welcome_email_automation_20.png


8. Click on the Save button.create_welcome_email_automation_21.png

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

9. Toggle the Inactive / Active button, to activate your automation.welcome_email_automation_51.png

You just went a few steps further than simple welcome email automation. You can always add more steps or do things differently if you need to. For instance, you could have 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.