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How to create an automated email welcome series

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Automated welcome series is an effective way to interact your newly added subscribers and introduce them to your model and product. This is particularly necessary if you’re operating a D2C model, publication or any enterprise which may benefit from staying linked to your customers.

In this text, we’ll undergo step-by-step technique of every thing you want to know earlier than beginning your welcome automation series.

Start accumulating emails

The first and most vital step is to have your email contacts in place and guarantee they robotically hold coming in. There are a number of steps to obtain this with EmailOctopus.

We’ll talk about all of them and allow you to know which one is finest by which situation.

Using signup varieties

Signup varieties are probably the most easy setup to begin accumulating emails and storing them in your checklist on EmailOctopus. This works nice when you’ve got a devoted part or popup in your web site for customers to signup in your newsletters.

Follow these steps to create your signup kind on EmailOctopus:

To create a signup kind, you first want to log in to your EmailOctopus dashboard and navigate to the “Landing pages & forms” tab.

Forms Tab
Forms tab

There, click on on the “create” button and select the shape. Post that, you’ll be able to choose your checklist (the place the signup kind will ship contact) and the location of the shape.

Creating form on EmailOctopus
Creating a kind on EmailOctopus

Now click on a kind template and use as it’s or change it primarily based in your requirement. You can simply change the content material, color and design to match your branding and complement your web site design.

Form settings
Form settings

Using integrations

You can even natively combine EmailOctopus with platforms like WordPress, Payhip, and so on. However, for platforms like Shopify that don’t have a local integration, you need to use both Zapier or Make to make sure the contact is handed seamlessly to your checklist inside EmailOctopus.

Integrations are extremely beneficial for all e-commerce websites. For instance, the person doesn’t have to join your publication or automation move manually; all occurs after they place an order or join in your web site.

Manually including contacts

Manually including contacts is simply beneficial when the above talked about choices aren’t viable or unimaginable to implement in distinctive instances. It’s usually not beneficial as a result of it wants lots of human interference, and information doesn’t come to EmailOctopus in realtime, not like what you’d obtain with signup varieties and integrations.

This is a useful case, although, when you’ve got an inventory that was created earlier than you began utilizing an email advertising instrument and what to do with an automated email marketing campaign.

Plan your content material

In the automation move the following and most vital step is to begin planning content material in your email series. Of course, this half is subjective, and everybody’s content material and move may look completely different.

This is why you will need to discover the most effective move and sequence by making an attempt to be taught what your customers want to know.

Here’s a pattern move with the content material thought to present you what the method appears like:

Assume you’re an e-commerce model and wish to educate your new contact about your model and providing; on this case, the under move is one thing to contemplate.

Sample email sequence
Sample email sequence

Again, that is simply an instance; your move can utterly differ from what’s proven above.

Setup automated welcome series

The closing step is to design and arrange your welcome series. Let’s undergo your entire course of of making your emails and organising your welcome series.

The first step is to log in to your EmailOctopus dashboard and navigate to the automations tab.

Then click on on create automation, give it a significant identify and choose the checklist on which you intend to run the automation. Just so you understand, any new contact that will get added to this checklist will robotically obtain emails from this welcome series.

Automations tab
Automations tab

Once you cross the above display screen, you’ll be greeted with 6 choices as “triggers”, which can primarily set off the beginning of automation for that exact contact.

As it’s a welcome series, you’d be higher off selecting the primary one, triggering the automation sequence when a brand new contact is added.

What this may do is that every time a brand new contact will get added to the checklist, it can allow automation for that exact contact.

Automation step options
Automation step choices

Passing this display screen will take you to the automation move builder UI the place you’ll be able to rapidly construct the whole move.

To begin, you want to click on the “+” button, and also you’d be given 4 choices.

  • sending an email
  • ready for a specified period of time
  • filtering contacts primarily based on situations
  • performing an motion on them (altering their information or including them to one other automation).

For a most welcome series, selecting both the primary possibility (instantly ship email) or the second (add some delay earlier than sending the primary email) can be significant. Though these 2 are basic selections, from case to case, you may select the opposite choices primarily based in your necessities.

Once you will have a transparent thought of what to do, you’ll be able to transfer to creating your first email of the welcome series. To do that, you want to click on the email block and fill within the particulars requested and select an email template.

For email templates, you’ll be able to both construct your individual or select from our assortment of pre-made templates.

Email pre-fill

Now you want to hold repeating this with additions of different objects like delays, situations and motion till you will have created an ideal sequence in your welcome series.

Sample sequence
Sample sequence

Test and optimise

Now that you’ve accomplished the setup and are prepared to activate the automation, it will be important to take a look at all of the emails beforehand.

Testing permits you to guarantee every thing is working as anticipated and repair any points earlier than subscribers obtain emails. To take a look at your emails, it’s beneficial to use one thing like Mail-Tester and likewise ship the identical email to your private inbox and verify it if every thing is correctly.


Once you will have examined the automation, you’ll be able to optimise it by analysing the efficiency of every email and making modifications to enhance engagement and conversion charges. With a well-designed and optimised, automated welcome series, you’ll be able to enhance buyer loyalty and drive income for your small business.


In conclusion, automated welcome series is an efficient approach to interact along with your newly added subscribers and enhance buyer loyalty.

Following the steps talked about above, you’ll be able to create an efficient automated welcome series that can provide help to introduce your model and merchandise to your subscribers. Remember to plan your content material, take a look at your emails, and optimise your automation for the most effective outcomes.

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