Set up an automated a Welcome Series sequence

A welcome email series is a sequence of emails that you send to your subscribers who either signed up for your services, subscribed to your newsletters, joined your community, etc. It's an easy way to greet your new subscribers and tell them a little about you and what they can expect from your brand.

Tip: Check out our blog on how to make a great impression with an onboarding email series

Here's how to set up an automated welcome series email sequence:

  1. Navigate to Automated Emails from the left navigation menu and click the Create Campaign.
  2. Select Welcome Series from the email goal selection modal and click Create.

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  3. Start building your welcome series campaign by following the steps in the guided setup flow.

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  4. Select the audience you want to send your campaign by clicking on Add Audience. Auto targeting is selected by default, but you can choose to Customize Conditions to select which Audiences to include or exclude. After selecting your target audience, click Save. 

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  5. Next, enter your sender details. Click on Add From/Sender to enter your sender name, email address, physical address, and website. You’ll see a preview on the right of how all this information will appear in the email. After entering your details, click Save

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  6. Now it's time to design your email. Build the content of your campaign by clicking on Edit Sequence. You can choose from over 100 pre-built templates, create one from scratch using our email design editor, or upload your own HTML file.

    When you're finished creating your email template, you have the option to Send a Preview or Save the Template to reuse it for another campaign.

    Click Next when you're ready for the next step.

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  7. Hover over and click Edit Subject and Preheader to enter or edit a subject line and preheader text for your sequence. A preview will automatically be generated showing you how it will appear on mobile and desktop.

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    To save your entries, click
    Save. 
  8. Next, build out your drip sequence by clicking Add New Email to Sequence. (Follow step 6 and step 7 to design the additional of emails in your sequence.)

    Set the exactly when the next email in your sequence is triggered by entering the number or hours or days. 

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    You can also can control which of the emails you want to activate, preview, edit, clone, or delete.

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  9. [Optional] If you have specific actions you want to track, you can add UTM Tracking to your campaign A UTM code is a snippet of simple code that you can add to the end of a URL to track the performance of campaigns and content. 

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    For more information on UTM Tracking check out Add UTMs to your AdRoll campaigns.
  10. When you’re finished creating your email sequence and ready to launch your campaign, click Launch. Otherwise, click Finish Later to save your progress.

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Congratulations! You have now set up your welcome series email sequence.

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