How to Create and Automate a Welcome Email
To automatically send a welcome email when a new contact is created in your dashboard, set up a workflow that triggers upon a sign up form submission. This ensures every new contact receives a warm, consistent introduction to your brand without manual effort helping you make a strong first impression and start building trust right away.
Create a Welcome Email:
Navigate to ‘Marketing’ and then ‘New Automated Emails’.
Click on ‘New Automated Email’.
Select a template to use as a starting point for your design.
Choose ‘Marketing’ as your email category.
Follow the steps to configure and complete your email design, making sure to finish with the ‘Publish’ step.
Set Up Automation:
After designing your email, click on ‘CRM’ and then 'Forms'.
Click the form you want to use to trigger the automation.
Choose the tab 'automation' on the left and enable the automation when the form is submitted. You will then be taken straight to the automation itself for further configuration.
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.
Activate Automation:
Review your automation settings and give it a name.
Click ‘Activate’ when you are ready to enable the automation.
Summary of Steps:
Create the Email: Design and configure your welcome email under ‘Automated Emails’.
Set Up Auto
mation: Create a new automation with the ‘Form Submission Completed’ trigger.
Add Action: Attach your welcome email as the automated action.
Activate: Review and name your automation, then activate it to start sending welcome em
ails automatically.
Or check out a video here!