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How to create Welcome series emails

Written by Breakthrough Team
Updated over 5 months ago

You can set up an automated welcome series in CleverTap using Journeys. This allows you to send a short sequence of emails to new users, helping them get started and stay engaged.

Step 1: Define the Series

Plan your sequence before creating the Journey. A simple three-email flow works best:

  • Email 1 (Day 0): Welcome + Getting Started
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  • Email 2 (Day 2): Tips or Feature Highlights
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  • Email 3 (Day 7): Encourage Next Steps or Upgrade

Decide which event will trigger the Journey, such as Sign Up.

Step 2: Create a New Journey

  1. Go to your CleverTap dashboard.
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  2. Select Journeys from the left menu.
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  3. Click + New Journey and give it a name like Welcome Series - Email.
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  4. Select Past Behavior or Live journey (According to your needs) in your setup node.

Step 3: Set the Entry Trigger

  1. Add an Entry Trigger node.
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  2. Choose Event Triggered as the trigger type.
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  3. Select your signup event (for example, Sign Up).
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  4. Add a filter if needed (for example, users who have an email address).
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Step 4: Add the First Email (Welcome)

  1. Add an Email node.
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  2. Select your welcome email template.
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  3. Set the timing to send immediately after the trigger.
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  4. Personalize the content using placeholders such as {{First Name}}.
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Step 5: Add a Delay

  1. Add a Wait node after the first email.
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  2. Set it to wait 2 days before the next message.
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Step 6: Add the Second Email (Tips or Education)

  1. Add another Email node.
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  2. Choose your Day 2 email template with helpful tips or app highlights.
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  3. Use personalization where possible.
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Step 7: Add Another Delay

  1. Add another Wait node.
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  2. Set it to wait 5 days before the final message.
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Step 8: Add the Final Email (Reminder or Offer)

  1. Add a final Email node.
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  2. Select your Day 7 template.
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  3. Use this message to remind users of the app’s value or encourage upgrades.
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Step 9: Add a Goal to End the Journey Automatically

  1. In the top-right corner of the Journey builder, click Set Goal.
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  2. Choose the event that represents successful activation (for example, Content Ended or Trial Started).
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  3. When a user completes this goal, they will automatically exit the Journey and stop receiving further emails.
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Step 10: Review and Test

  1. Review all nodes, delays, and the goal configuration.
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  2. Test the Journey using a test user email.
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  3. Confirm that all emails send correctly, links work, and personalization appears as expected.
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Step 11: Activate the Journey

Once you’ve verified everything, Publish journey. CleverTap will now automatically send the welcome emails to new users when they sign up.

Best Practices

  • Keep messages short and actionable.
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  • Include one clear call to action in each email.
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  • Review Journey analytics regularly to optimize timing and content.

  • Save the journey draft before stopping your work.

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