How to Create a Welcome Automation

Bailey Lawson Updated by Bailey Lawson

A Welcome Email Automation is an easy way to introduce subscribers to your brand, set expectations for your email marketing, and get subscribers engaging with your emails, right off the bat.

Before setting up a Welcome Email Automation for contest entrants, make sure you've successfully created a contest.

Set Up a Welcome Email Automation

  1. Click Email Automations in the left sidebar, click  + New Email Automation
  2. Choose a title for your automation (e.g. Contest Welcome Email)
  3. Click Entry Trigger to choose how a customer enters this automation (for example, all customers who enter a specific contest will enter into this automation)
  1. Click Email Capture Apps
  1. Select Enters Contest
  1. Select the contest you’d like to associate with this welcome automation and click Save Trigger
  1. Click the checkmark to add additional optional Global Rules - how subscribers will enter and continue in the automation
  2. Then click the + and add either a Time Delay or Email
  1. Under Time Delay, you'll be able to set the duration of the delay in minutes, hours, or days. When finished, click Save Time Delay.
  1. Under Email, you can choose your template, subject line, preview text, "From" Name, and "From" Email Address. Click Save Email in the bottom left to save any updates.
  1. Add additional steps by clicking the + (like follow-ups after 1 week and 2 weeks) or click Save Email Automation to create a one-step automation
  1. Click the toggle in the top right beside Paused to set your automation live

You're finished! Your contest entrant will now receive an email or series of emails from you when they enter your contest. 

How did we do?

Can Subscribers Opt-In By Texting My Hive Phone Number?

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