How to set up a welcome email after sign up

One of the most common automation you need to set up is the Welcome email (or series) after a user signs up to receive newsletter or emails from your e-shop. 

In this how-to article, we will walk thru the steps of setting up a welcome email after an unknown user becomes a known contact after sign up.

First, you need to have created a list that houses all new subscribers (aka those who will be sent the welcome newsletter).

You can see a very detailed how-to guide for creating the pop-up list in the article Create and Modify Contact List

Then, Create the Welcome Email in our Editor

This is the actual email that the user will receive right after completing the form in the popup. Here you have to welcome him to your website and introduce him to your brand. It's also a good practice to inform him about what kind of material he/she will receive from you in the future (discounts, content etc) and also the frequency of email deliveries (i.e. you'll receive a Newsletter with our newest products.articles every Thursday morning).

For technical details about how to create an email via our editor see our detailed how-to guide: Build a Campaign

Note: You should send the Email at least to one recipient, in order to be feasible to find it in the Sent folder.

Now We're Ready to Create the Welcome Email Automation Scenario

After we have created the popup form and the actual Welcome email that will be triggered after the sign up we're ready to create the automation scenario:


From the left side menu options, select Automation>New Automation

Step.2  Select the trigger

From the selection of events that trigger (start) the automation, select Lists

In the condition box that appears, write the name of the selected list that will trigger the scenario (in this example we have named it Popup).

Step.3 Set the Delay

The next step is to set the time delay i.e. how long it will take after the trigger event for the email to be sent. First, click on the Delay button

 and then choose the delay time (in this case, a welcome email shouldn't be more than a couple of minutes)

Step.4 Select the Email

From the Autoresponse Email tab click "Use an existing email" button

Then from the drop-down menu choose the Welcome email you have created in the previous step and click Select

Click Save and then Activate and your scenario is ready to run.

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