Creating a Welcome Email Series

Customer data is often sent to Reteno using the Add/update contacts API method. In this case, the subscriber is added to the database as an unconfirmed contact. You can't send promotional emails without their permission.

To get the customer's permission, you need to ask them to validate their email address by sending a confirmation email through a Double Opt-In series. The next step is to send a welcome series.

The design of a welcome series will depend on your marketing goals.

In this article, we’ll create a standard series consisting of two welcome emails. Since it is preceded by a double confirmation, thanking for the subscription is recommended in the first message. A discount or promotional code can also be a good start to the conversation. In the second message, you can tell more about the company and introduce the subscriber to other communication channels (social media, push notifications, YouTube, etc.).

Step 1. Create welcome emails

Before getting started, we recommend you read a complete guideline on creating an email in the Reteno drag-and-drop editor.

  1. Go to Messages > Messages and click Create Email.
  2. For the first email, in Basic, select a Welcome template or create your own. Fill it with your content and edit as needed.
Email templates
  1. For the second message, select a Form template or create your own onboarding email. Fill it with your content and edit as needed.
Onboarding templates
  1. To preview ready emails on desktop and mobile, click View message (1). To send test emails, click Test (2).
View message
  1. Click Save.

Step 2. Create a workflow



Before getting started, we recommend you read complete instructions on creating a workflow in the Reteno drag-and-drop editor.

We’ll create a standard workflow that would look as follows:

Standard workflow
  1. Go to Automation > Workflows and click New workflow.
  2. Enter its name and description.
  3. Create a workflow with the following blocks:
  • Start (General). Required. Automatically starts any workflow.
  • Task Confirm contact (General). Confirm contact is a default task type. To set it manually, select Confirm contact in the Task name on the right.
Confirm contact
  • Email (Actions). Select the first email in Message on the right.
Select the first message
  • Timer (General). Set a time gap before the second message in Wait on the right. It’s recommended to select 3 to 5 days between two emails.
  • Email (Actions). Select the second email in Message on the right.
  • End (General). Required.

All blocks must be connected.

  1. Click Save.

Step 3. Launch the workflow

The subscriber confirms their address by clicking the corresponding button in the confirmation email. This button is assigned to the event Confirmed subscription.

Launch the workflow

This event signifies to the system that the subscriber has given their consent to receiving emails from you and triggers a welcome series.

To assign the event to the workflow, go to Automation > Workflows, select the necessary workflow and click Trigger configuration.

Trigger configuration

In On event > Event type, select Confirmed subscription.

Confirmed subscription

Click Start to launch the workflow.

Start button