How do you set up a welcome journey for new contacts?
Created with AI.
A welcome journey is the simplest automation with measurable impact. Three emails over two weeks are enough.
- 6 steps
- Total time: 1 h 30 min
- Preparation: 45 min
- Result: An automatic welcome that runs by itself
Required tools
- Customer Insights – Journeys — With permission to publish trips.
- Recorded consent — The journey should only target those who have opted in.
Plan the content
1.Decide what the journey should achieve
A first purchase, a booked demo, or simply that they recognize you three months from now. The goal determines the content and what you measure.
2.Write three emails
Welcome them and explain what they can expect. Then share the most useful content you have. Finally, include a specific call to action. Spread this out over two weeks.
3.Set the trigger
New consent, completed form, or new contact in a segment. Be precise—a trigger that is too broad will send a welcome message to people who have been customers for five years.
Build and publish
4.Enter the output
If someone makes a purchase or responds along the way, they should be removed from the journey. Otherwise, they will receive a prompt to buy what they have just purchased.
5.Test on yourself first
Go through the entire flow using your own email address. Check the timing, the links, and how it looks on mobile.
6.Publish and monitor during the first week
Monitor delivery, opens, and unsubscribes daily for the first few days. If the unsubscribe rate is high, the trigger is targeting the wrong people.
Discussion
Ask a question or share what helped you.
