Creating a Welcome Email Series

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.

3. Create two emails:

• the first — based on the Welcome template;

• the second — based on the Form template.

4. Add content to the emails.
5. Preview emails (1) on different devices and send a test email (2).

6. 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.

2. 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.

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.

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

1. Go to Automation → Workflows.
2. Open Start/Stop configuration.

3. Enable Start configuration.
4. Select:

• Event-based launch condition;
• Subscription confirmed event.

5. Click Apply.
6. Activate the 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.