How to send Welcome Email to Contacts collected from Certain form
A welcome subscriber workflow is a series of communications (SMS and email) that are sent immediately after someone joins up to hear from your brand. This is a vital stage in the customer lifecycle since it is your chance to introduce fresh, interested prospects to your company and product offering. With a welcome subscriber series, you should strike while the iron is hot and take advantage of this early stage of enthusiasm.
A welcome series is important automation, and AVADA comes with a pre-built welcome series right out of the box. In your account's Automation tab, you'll discover an example welcome series flow. If you want a more advanced welcome subscriber flow, you can look through the Workflow presets.
Before you can create a welcome series, you must first attach it to a list of your choice. Whichever list you choose, new subscribers should be added to when they sign up. There are four primary methods for adding new contacts to a list in order to initiate a welcome series:
Signing up using an opt-in form
By registering on a Subscribe Page
Being added manually
Using an API
You should also ensure that contacts that subscribe via your eCommerce interface are added to the correct list. Many Shopify themes, for example, have a default newsletter subscription form in the footer. While this is not an AVADA form, contacts that sign up using it can still be added to an AVADA list.
By clicking the Integrations tab and identifying your eCommerce integration, you can see if contacts that subscribe through your integration are being added to a list and which list they are being added to. If your integration allows you to sync contacts to a specific list, you'll find this option in the integration settings.
When you first access your AVADA account, you will see our help guide with many automation workflows to try out. Welcome series is one of them.
After someone subscribes to your email list, a welcome series flow is a terrific opportunity to introduce oneself. Three emails are included in the above-mentioned welcome series:
Immediately, send email #1
Introduce your brand to new users and collect their email preferences. Add an email directly after your flow's trigger with no Wait Time before it to send subscribers an email soon after they opt-in.
After 1 day, send email #2.
Encourage your subscribers to purchase from you with a gift code that has an expiration date.
After 3 days, send email #3.
Remind subscribers that they have only 24 hours left to redeem the code before it expires.
Based on your specific use case, you can alter or adjust the goals of any of these emails. You can also include splits and SMS messages in this flow.
By going to your account's Automation tab and clicking New workflow > Blank, you can create your own welcome subscriber workflow. Every flow must have a trigger event, and extra flow filters can be used to further restrict the recipients of the flow email.
Let me take you through steps by steps:
First, you need to select your event type. You can see that the New Subscriber event is already highlighted. This is for sending welcome emails to your new subscribers and try to convert them into buyers.
Select and click Next.
With the event set as the trigger of your workflow, you can still edit the condition by clicking on the Start event element in the Workflow step. If you want all subscribers to be queued for your welcome series, there are no trigger filters or flow filters needed.
You can use conditions and filters to limit which subscribers receive emails from this flow if necessary. As mentioned, you can select the source of recipients for your campaign. To do this with the subscriber email workflow, choose Add condition -> Customer and you can choose the list of recipients. For example, I chose Everyday luck (which is a spin-to-win form) as the email list to send the campaign.
Keep in mind that in a list-triggered flow, someone can only receive messages once. This implies that if someone subscribes, goes through your welcome flow, then unsubscribes and re-subscribes, they will no longer receive these messages.
You might be wondering how many emails to include in your welcome series. What you have to say to your audience will play a big role in this. A decent rule of thumb is that your welcome series should last around a week, give or take a few days, but you can test this to see what works best for you. Each audience is different, so testing and iterating is the best approach to figure out what works best for your company.
Your first welcome message should be delivered as soon as someone is added to a list, so there is no need to wait. Your next messages, on the other hand, will require time delays; otherwise, contacts will receive all SMS and emails at the same time.
Before you add time delays to your welcome series, figure out how many messages you'll send and over what period of time you'll deliver them. You'll be able to ensure that the messages are properly spread out this way. Allow at least one day between emails, and many days for SMS.
If you want to test the timing or quantity of messages in your welcome sequence, branching is a great way to do that. Make sure you just test one variable at a time to see which has the most impact.
As you can see in the example above, I only drag one email into the workflow. You can then select the template for this email or create a new one through the panel on the right.
You can edit the template of the Welcome new subscriber email, which will save you much time rather than starting from scratch. When you are done editing, just click on the button Next to go to the Ready step and you can launch your welcome new subscriber workflow.
Because your welcome series is new subscribers' first engagement with your brand, it's critical to make a good first impression. There are a few various types of goals that can be achieved with a welcome series. When generating material for your welcome series flow, keep your aim in mind.
For example, rather than emphasizing your first sale, you may create a story-focused welcome series geared at introducing new subscribers to your brand's mission. In this situation, a longer welcome series with personal words from your brand's founder outlining why you established the company and what you're hoping to accomplish would be more appropriate.
If, on the other hand, you provide an incentive on your signup form, make sure to mention it in the first email or SMS in your welcome series. Display your most eye-catching products if the main purpose of your welcome series is to convert subscribers into customers. In this situation, you might want to include product blocks that highlight popular or bestselling items to increase the chances that someone will find something they like and use their discount on their first purchase.
Because a welcome series is your subscribers' first engagement with your business, take the time to make sure your email templates and SMS messages reflect the tone and look you want to convey. We offer a variety of pre-designed templates in our email template library that you may use as a starting point, but it's also crucial to make sure that your email design matches your website's style. In terms of text messages, make sure your material is concise and valuable, and that any photos or GIFs you use are of excellent quality.
Interested in learning more about the welcome subscriber series? Check out these additional resources:
A welcome series is important automation, and AVADA comes with a pre-built welcome series right out of the box. In your account's Automation tab, you'll discover an example welcome series flow. If you want a more advanced welcome subscriber flow, you can look through the Workflow presets.
How to add contacts to a list
Before you can create a welcome series, you must first attach it to a list of your choice. Whichever list you choose, new subscribers should be added to when they sign up. There are four primary methods for adding new contacts to a list in order to initiate a welcome series:
Signing up using an opt-in form
By registering on a Subscribe Page
Being added manually
Using an API
You should also ensure that contacts that subscribe via your eCommerce interface are added to the correct list. Many Shopify themes, for example, have a default newsletter subscription form in the footer. While this is not an AVADA form, contacts that sign up using it can still be added to an AVADA list.
By clicking the Integrations tab and identifying your eCommerce integration, you can see if contacts that subscribe through your integration are being added to a list and which list they are being added to. If your integration allows you to sync contacts to a specific list, you'll find this option in the integration settings.
AVADA's welcome subscriber workflow
When you first access your AVADA account, you will see our help guide with many automation workflows to try out. Welcome series is one of them.
After someone subscribes to your email list, a welcome series flow is a terrific opportunity to introduce oneself. Three emails are included in the above-mentioned welcome series:
Immediately, send email #1
Introduce your brand to new users and collect their email preferences. Add an email directly after your flow's trigger with no Wait Time before it to send subscribers an email soon after they opt-in.
After 1 day, send email #2.
Encourage your subscribers to purchase from you with a gift code that has an expiration date.
After 3 days, send email #3.
Remind subscribers that they have only 24 hours left to redeem the code before it expires.
Based on your specific use case, you can alter or adjust the goals of any of these emails. You can also include splits and SMS messages in this flow.
Build your own Welcome subscriber workflow
By going to your account's Automation tab and clicking New workflow > Blank, you can create your own welcome subscriber workflow. Every flow must have a trigger event, and extra flow filters can be used to further restrict the recipients of the flow email.
Let me take you through steps by steps:
1. Select the event type
First, you need to select your event type. You can see that the New Subscriber event is already highlighted. This is for sending welcome emails to your new subscribers and try to convert them into buyers.
Select and click Next.
With the event set as the trigger of your workflow, you can still edit the condition by clicking on the Start event element in the Workflow step. If you want all subscribers to be queued for your welcome series, there are no trigger filters or flow filters needed.
You can use conditions and filters to limit which subscribers receive emails from this flow if necessary. As mentioned, you can select the source of recipients for your campaign. To do this with the subscriber email workflow, choose Add condition -> Customer and you can choose the list of recipients. For example, I chose Everyday luck (which is a spin-to-win form) as the email list to send the campaign.
Keep in mind that in a list-triggered flow, someone can only receive messages once. This implies that if someone subscribes, goes through your welcome flow, then unsubscribes and re-subscribes, they will no longer receive these messages.
2. Insert emails
You might be wondering how many emails to include in your welcome series. What you have to say to your audience will play a big role in this. A decent rule of thumb is that your welcome series should last around a week, give or take a few days, but you can test this to see what works best for you. Each audience is different, so testing and iterating is the best approach to figure out what works best for your company.
Your first welcome message should be delivered as soon as someone is added to a list, so there is no need to wait. Your next messages, on the other hand, will require time delays; otherwise, contacts will receive all SMS and emails at the same time.
Before you add time delays to your welcome series, figure out how many messages you'll send and over what period of time you'll deliver them. You'll be able to ensure that the messages are properly spread out this way. Allow at least one day between emails, and many days for SMS.
If you want to test the timing or quantity of messages in your welcome sequence, branching is a great way to do that. Make sure you just test one variable at a time to see which has the most impact.
As you can see in the example above, I only drag one email into the workflow. You can then select the template for this email or create a new one through the panel on the right.
You can edit the template of the Welcome new subscriber email, which will save you much time rather than starting from scratch. When you are done editing, just click on the button Next to go to the Ready step and you can launch your welcome new subscriber workflow.
How to design your welcome subscriber workflow
Because your welcome series is new subscribers' first engagement with your brand, it's critical to make a good first impression. There are a few various types of goals that can be achieved with a welcome series. When generating material for your welcome series flow, keep your aim in mind.
For example, rather than emphasizing your first sale, you may create a story-focused welcome series geared at introducing new subscribers to your brand's mission. In this situation, a longer welcome series with personal words from your brand's founder outlining why you established the company and what you're hoping to accomplish would be more appropriate.
If, on the other hand, you provide an incentive on your signup form, make sure to mention it in the first email or SMS in your welcome series. Display your most eye-catching products if the main purpose of your welcome series is to convert subscribers into customers. In this situation, you might want to include product blocks that highlight popular or bestselling items to increase the chances that someone will find something they like and use their discount on their first purchase.
Because a welcome series is your subscribers' first engagement with your business, take the time to make sure your email templates and SMS messages reflect the tone and look you want to convey. We offer a variety of pre-designed templates in our email template library that you may use as a starting point, but it's also crucial to make sure that your email design matches your website's style. In terms of text messages, make sure your material is concise and valuable, and that any photos or GIFs you use are of excellent quality.
Additional resources
Interested in learning more about the welcome subscriber series? Check out these additional resources:
Updated on: 09/08/2021
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