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Create and automate a welcome email
Create and automate a welcome email
Updated over a week ago

To create and automate a welcome email, navigate to ‘marketing’ and then ‘emails’.

Select ‘new email’ and choose the ‘send automatically’ button to make sure you design an automated email.

Choose ‘marketing’ as your email category and select any template you might want to use as a starting design.

Follow the steps to configure and complete your design, and make sure to complete all steps finishing with the ‘link’ step.

After designing your email, navigate and click on the 9 dots in the top right corner, then go down to ‘automations’.

Select ‘new automation’ and choose an ‘empty automation’. Next, select the ‘contact created’ trigger.

On the page of the automation, choose any additional filters that you might want for the automation.

Select the small plus sign to add an action and then choose ‘automated email’. From the dropdown choose your welcome email.

Review and name the automation and then select ‘activate’ when you are ready.

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