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Create and automate a welcome email
Create and automate a welcome email

Set up your program to automatically send an email to a new contact or member

Lars Gielen avatar
Written by Lars Gielen
Updated over a month ago

How to Create and Automate a Welcome Email

  1. Create a Welcome Email:

    • Navigate to ‘Marketing’ and then ‘Automated Emails’.

    • Click on ‘New Automated Email’.

    • Choose ‘Marketing’ as your email category.

    • Select a template to use as a starting point for your design.

    • Follow the steps to configure and complete your email design, making sure to finish with the ‘Link’ step.

  2. Set Up Automation:

    • After designing your email, click on ‘Automation’.

    • Click ‘New Automation’ and choose ‘Empty Automation’.

    • Select ‘Contact Created’ as the trigger for your automation.

  3. Configure Automation:

    • On the automation page, add any additional filters you wish to apply.

    • Click the small plus sign to add an action and choose ‘Automated Email’.

    • From the dropdown menu, select the welcome email you created.

  4. Activate Automation:

    • Review your automation settings and give it a name.

    • Click ‘Activate’ when you are ready to enable the automation.

Summary of Steps:

  1. Create the Email: Design and configure your welcome email under ‘Automated Emails’.

  2. Set Up Automation: Create a new automation with the ‘Contact Created’ trigger.

  3. Add Action: Attach your welcome email as the automated action.

  4. Activate: Review and name your automation, then activate it to start sending welcome emails automatically.

Or check out a video here!

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