How to build a welcome sequence for subscribers

In this guide, you’ll learn how to build and launch a welcome email automation for your subscribers. This method allows you to launch a sequence for all new contacts, regardless of how they join your list.

📌 For general information on automations, refer to our Beginner’s Guide.

Create a workflow

For starters, set up a workflow. From the Automation tab of the dashboard, click + Create automation and select Workflow:

A workflow is a reusable automated sequence that you can run manually or within any other automation.

Craft a welcome email

Next, start crafting a welcome email for your subscribers. From the automation screen, click + Add action and proceed to Send email:

You can create your welcome email from scratch or use the customizable email templates from the built-in gallery. Here’s an example:

💡 In the welcome email, you can offer a discount to new subscribers to encourage their first purchase.

Add more emails to the workflow (optional)

After the first welcome email, you can send subscribers more emails to introduce your brand, feature your bestsellers, or provide more information about your products or services.

Simply repeat the process described above for as many emails as you want to send. Then, add delays between your emails to send them every several days instead of all at once.

Once you’re done adding emails to your workflow, go back to the main Automations screen and follow the prompt to activate the workflow.

Launch the workflow

Run the workflow from different automations to send the welcome sequence to contacts collected by different means. For example, you can run the workflow from a Form submission automation to welcome contacts who have submitted their email through your forms.

Open the relevant automation and select Run workflow from the list of available actions. Proceed to select the workflow you have just created from the dropdown list: