How to create an automated welcome email

This version of automation is available on all accounts created before Jan 1st 2022. Accounts created after that date use our advanced automation Beta feature. If you'd like to sign up for our Beta program, click here.

To create an automated welcome email, go to "Automations" and click "Create".

This will take you to a "Setup" screen, where you'll need to choose the name for your Automation and a list it will be connected to. Once done, click "Save & next".

The next screen is the automation editor. The trigger is already added by default – automation will start whenever someone is added to the selected list. Click on the "+" button to choose the next step.

Select "Send email" to add that action to your trigger. This completes the automation of your welcome email – when people subscribe to your list, we'll send them an email. Click on the "Send email" block to create your welcome campaign.

You'll see the "Setup" screen for your campaign. Here, you type your campaign name (subscribers won't see it, it's for your reference), sending from email address and name, subject line and preview text if you wish to use it. When you're done, click on Otto, our mascot, to choose the template you wish to use in your campaign.

That will take you to the campaign editor screen. When you're done designing your email, click "Save & close".

This is all you need to set up an automated welcome email! Click "Start" to enable it so that all new subscribers who join your list receive your welcome message.

To edit an already-enabled automation, you need to pause it first by clicking on the Pause button within the automation editor.

Check out our video tutorial:

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