How to Create and Automate a Welcome Email
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.
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.
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 Automation: Create a new automation with the ‘Contact Created’ trigger.
Add Action: Attach your welcome email as the automated action.
Activate: Review and name your automation, then activate it to start sending welcome emails automatically.
Or check out a video here!