Welcome Сampaign

Learn how to set up a welcome email series for new subscribers

A Welcome campaign is a sequence of automated emails you send after a user confirms their subscription (Double Opt-In). It introduces users to your brand and helps build ongoing communication.

Create a Welcome Сampaign

Define the logic of your campaign based on your business goals. For example:

  • introduce your brand,
  • offer a welcome bonus,
  • collect additional data,
  • prepare users for their first purchase.

In this example, we create a welcome campaign with two emails:

  • the first email — a welcome message;
  • the second email — a survey.

Step 1. Prepare Emails

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Note

Use default templates, edit them, or create your own.

  1. Go to Messages → Messages → Email.
  2. Click New Email.
Messages list with the Email tab selected and the New Email button highlighted
  1. Create two emails:
  • the first — based on the Welcome template;
Create new Email gallery with Lifecycle emails category and the Welcome template highlighted
  • the second — based on the Form template.
Create new Email gallery with Lifecycle emails category and the Form template highlighted
  1. Add content to the emails.
  2. Preview emails (1) on different devices and send a test email (2).
Email editor for Welcome to our family! with the Preview (1) and Test (2) buttons highlighted
  1. Click Save.
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Note

Review the workflow setup guide before you start.

Step 2. Create a Workflow

  1. Go to Automation → Workflows.
Automation menu with Workflows selected and the New workflow button highlighted
  1. Create a workflow with the following blocks:
  • Start (added automatically);
  • Task: Confirm contact;
  • Email — first message;
  • Timer — set to 5 days;
  • Email — second message;
  • End.
Workflow builder named Welcome campaign with Start/Stop configuration, Confirm contact, Email 1, a 5-day timer, Email 2, and End connected in sequence

Step 3. Set Up the Workflow Launch

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Note

In the Double Opt-In email, the confirmation button is linked to the Subscription confirmed event. When a user clicks the button, the event triggers.

Confirm your email message preview with the Confirm email button and its Button block panel showing Event type set to Subscription confirmed

Use this event as the launch condition for the Welcome campaign workflow.

  1. Go to Automation → Workflows.
  2. Open Start/Stop configuration.
Workflows list with the Start/Stop configuration link highlighted for the Welcome campaign workflow
  1. Enable Start configuration.
  2. Select:
  • Event-based launch condition;
  • Subscription confirmed event.
Start/Stop configuration dialog with Event-based option and the subscriptionConfirmed event selected
  1. Click Apply.
  2. Activate the workflow.
Workflows list with the Activate icon highlighted for the Welcome campaign workflow

Result

After a user confirms the subscription:

  • send the first email immediately;
  • send the second email after 5 days.

This approach helps you gradually engage subscribers with your brand.


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