A welcome series is an easy way to introduce subscribers to your brand, set expectations for your email marketing, and get subscribers engaging with your emails, right off the bat.

Before setting up a welcome series email automation, make sure you've added a signup form to your site.

Set Up a Welcome Series Email Automation

  • Click Email Automations in the left sidebar, click  + New Email Automation

  • Choose a title for your automation (e.g. Welcome Series)

  • Click Entry Trigger to choose how a customer enters this automation (for example, all customers who signup through a form will enter into this automation)

  • Click Segments

  • Select Enters Segment

  • Select the segment that's associated with your signup form and click Save Trigger

  • Click the checkmark to add additional optional Global Rules - how subscribers will enter and continue in the automation

  • Then click the + and either Time Delay or Email

  • Under Time Delay, you'll be able to set the duration of the delay in minutes, hours, or days and Save Time Delay

  • Under Email, you can choose your template, subject line, preview text, "From" Name, and "From" Email Address. Click Save Email in the bottom left to save any updates.

  • Add additional steps by clicking the + (like follow ups after 1 week and 2 weeks) or click Save Email Automation to create a one-step automation

  • Click the toggle in the top right beside Paused to set your automation live

You're finished! Your new subscribers will receive an email or series of emails from
you when they sign up for your list.

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