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How to Automate a Welcome Email Series with Automation
How to Automate a Welcome Email Series with Automation

Learn how to automate an email or series of emails welcoming subscribers to your store after they subscribe to your email list

Written by Peter Connolly
Updated over a week ago


Welcome emails are the best way to welcome new subscribers to your store, get them familiar with your brand and show off your best products. With Automations you can setup multi-step automations with multiple emails in your series.

Watch the video or follow the steps below to create a welcome series for your store.
​Note: Workflows were renamed to Automations

Here's a video tutorial to create an automated welcome series:

Step 1: Navigate to Automations and Create a New Automation

To get started creating an automation navigate to the Automations page. For users with a legacy automation active, you will need to also navigate to the Automations tab.

Next give your Automation a name.

Step 2: Configure your Trigger Settings

For a welcome email you'll want to create a list-triggered automation, create a new automation and select the trigger: Whenever someone joins a list

Next select a list. The most common welcome series would select All Subscribers.

You can also choose to exclude subscribers who are in another list or segment.

Note that once you select a list and save, you can no longer change the list that triggers the automation.

Step 3: Add an Email

For this welcome series I'm going to trigger my first email immediately after subscribers join my list, so I'll place an email directly under the trigger. However if I wanted to add a delay before sending my email I would add a Time Delay.

Once you drag your email into the automation. You can give it a name for your own records and a subject line. Then click Edit to design your email.

You'll be directed to our email composer where you can add content and create your campaign. Once you're done, click Enable and you'll be directed back to your automation in progress.

The design of this email is up to you, but typically in your first email you simply want to thank your new subscribers for signing up.

Step 4: Add a Time Delay

Next before we add another email, we will schedule it by using a Time Delay.

Time delays add a delay between actions in your automation. To add a Time Delay, drag it into your automation.

From there set the time you'd like to delay the next action until.

Step 5: Add another email

After the time delay is added we're now able to add another email. Again you can drag the email under your Time Delay. Once you've done that, design and enable your email.

Step 6: Repeat steps 4 & 5 (Optional)

If you'd like to add another email to your series. Simply repeat steps 4 and 5 by placing another Time Delay and Email under your last Email placed.

Here's how to make an advanced welcome series:

Step 7: Enable Automation

Now that all your emails are in place. Click Enable at the top right of the screen. You'll be promoted to confirm that you'd like to enable your welcome series.

That's it. You're done! Congrats on creating your welcome series with SmartrMail πŸŽ‰

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