Set up a welcome series
Greet every new subscriber automatically with a welcome email, then follow up a few days later with a second email.
A welcome series is the first thing new subscribers get from you. It usually has your story, any discount or guide you promised, and a nudge toward a first purchase.
Before you start
- You need a list that people join, for example through a sign-up form or popup.
- Write down what you promised on the form, such as a discount code or a free guide. Deliver it in the first email.
Build the series
- In the left sidebar, click Automations, then New Automation.
- Choose the trigger Welcome new subscribers.
- Enter an Automation name, choose the Mailing list, and click Create automation.
- Click + and add a Send email step. Set it up with Set up email:
- Subject: something friendly, such as “Welcome, here’s your 10% off”.
- Content: start from a welcome layout in the catalog, or write it with AI.
- Click + under the email and add a Wait, for example 3 days.
- Add a second Send email step, such as your best-sellers or the story behind your brand.
- Optional: add a Condition after the first email (Email clicked) to send a different follow-up to people who didn’t click.
- Click Activate.
A simpler option
If you only want a single welcome email, open your list’s Settings and switch on Send welcome email. You can edit it in the list menu under Forms / Pages > Welcome email. Use an automation when you want more than one email, waits or conditions.
Tips
- Send the first email straight away, while your brand is fresh in their mind.
- Keep it to two or three emails. You can move people to your regular newsletter afterwards.
- If you track sales, open the automation’s Settings and choose Stop when subscriber converts, if it’s available, so buyers stop getting sales nudges.
Related
Still need help? Email hello@sendcoop.com and we usually reply within one business day.