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Walkthrough: Create a welcome email message automation

Abstract

How to create a welcome email message automation in Moosend.

When a new subscriber joins your email list, you can send them a welcome email message that informs them about the benefits they have gained from subscribing.

In Moosend, you can automate this process to ensure that the welcome email message is sent immediately to new subscribers and create follow up activities for them depending on whether or not they opened the welcome email message.

This walkthrough tells you how to:

  • Give the automation a name.

  • Define the trigger that activates the automation.

  • Specify the wait time.

  • Create the email campaign.

  • Filter the new subscribers to see who opened the email message.

  • Tag the new subscribers who opened the email message.

  • Send a follow-up email message to the new subscribers who did not open the email message.

Give the automation a name

You can give the automation a name now or later in the process and you can change the name at any time.

To give the automation a name:

  1. On the menu bar, click Automation.

  2. Click New > From recipe.

  3. In the Automation recipes list, navigate to Welcome email sequence and click arrow.png to select the recipe.

    The automation designer displays the selected recipe on a new page, with the name, ID, status, and task list of the automation in the left pane, and the preconfigured workflow in the design pane.

  4. Click Welcome email sequence, enter the name of your automation, and click Save.

    This pane also contains a description field. You can ignore this field for now. It is filled in automatically as you add elements to the automation. When you have finished designing the automation, you can edit the description.

Define the trigger

Every automation requires a trigger to activate it.

To define the trigger:

  1. In the design pane, click the When someone subscribes to any list trigger.

  2. In the Trigger only once? field, in the drop-down list, select the Yes - Trigger only on the first subscription option.

  3. Click Save.

Specify the wait time

You must specify the amount of time you want to wait before you send the welcome email message.

To specify the wait time:

  1. In the design pane, click the Wait a specific time interval step.

  2. In the Wait a specific time interval dialog, you have the following options:

    • Wait for some time - specify the amount of time in minutes, hours, days, or months.

    • Wait until a specific date - Specify the time and the time zone. To make this action recur on a specific day, set the Recurrency by day toggle switch to Yes and then select the day that you want this action to recur on. To make this action recur on a specific date, set the Recurrency by date toggle switch to Yes and then in the drop-down menu select the day of every month, that you want this action to recur on.

      Note

      if you do not select a day, the action recurs every day.

  3. Click Save.

Create the email message

You can now create the welcome email message that you want to send to new subscribers.

To create the email message:

  1. In the design pane, click the Then send email campaign action.

  2. In the Then send email campaign dialog, enter all the appropriate values:

    Field

    Value

    Subject line

    The title of the email message.

    From name

    The address that the email message is sent from.

    Add the content that suits you

    Create a new email message or select one from an existing campaign.

    Emails per day

    The number of email messages sent by this action every day.

  3. Click Save.

Specify the wait time

After you send an email message to new subscribers, you must give them some time to open it.

To specify the amount of time you want to wait:

  1. In the design pane, click the Wait a specific time interval step.

  2. In the Wait a specific time interval dialog, specify the amount of time or specific date you want to wait.

  3. Click Save.

Filter the new subscribers to see who opened the email message

To filter the new subscribers and see who opened the email message:

  1. In the design pane, click Add flow step add_flow_step.png below the previous wait step.

  2. In the Select action dialog, click Conditional/Control steps.

  3. Click arrow.png next to the Filter (If condition/Else) step.

  4. In the Filter (If condition / Else) dialog, in the Apply this set of filters to field, select the mailing list that this set of filters applies to. In this case is the list that the new subscribers signed up to.

  5. Click Add a condition and a row of drop-down fields are displayed.

    For your Welcome email automation you need to determine if each new subscriber opened the welcome email message that you sent to them.

  6. In the first drop-down list, select the Specific Campaign Opened criterion. This filters your automation into two groups:

    • Yes - the ones who opened the welcome email message.

    • No - the ones who did not open the welcome email message.

  7. In the second drop-down list, select is.

  8. In the third drop-down list, select your welcome email campaign.

  9. Click Save.

Tag the new subscribers who opened the email message

To tag the new subscribers who opened the email message:

  1. In the design pane, click Add flow step add_flow_step.png below the Yes group.

  2. In the Select action dialog, click Actions.

  3. Click arrow.png next to Then set custom field value.

  4. In the Then set custom field value dialog, in the Custom Field field, select the field that you want to update.

    If the mailing list does not have a suitable field, you can create one.

  5. In the Custom Value field, enter the value that you want the custom field updated with - in this case Opened.

  6. In the Create Member field, specify if you want to create a new member. The options are:

    • 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 Save.

Send a follow-up email message to the new subscribers who did not open the email message

To send a follow-up email message to the new subscribers who did not open the email message:

  1. In the design pane, click Add flow step add_flow_step.png below the No group.

  2. In the Select action dialog, click Actions.

  3. Click arrow.png next to Then send email campaign.

  4. In the Then send email campaign dialog, create the follow-up email message.

  5. Click Save.

  6. To activate the automation, in the left pane, set the Inactive toggle switch to Active status.

You have now created the Welcome email automation sequence.