Stage 1: Subscriber ➜ First sale

Welcome Series

A welcome series helps you turn early interest into a first purchase. It gives new subscribers a reason to trust your brand, discover your best products, and take the next step while attention is still high.

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Step-by-step guide

Step 1. Define when the flow is triggered


Trigger the flow when someone subscribes to your list. This ensures every new contact enters the welcome experience immediately, while their interest is still fresh.

Step 2. Send the welcome email


Send your first message right after signup. This is your first impression, so keep it clear, useful, and easy to act on.

Include:

  • a discount code or lead magnet

  • a short introduction to your brand

  • a clear call to action

Step 3. Add a delay


Wait before the next message. This gives subscribers time to explore your offer and interact with yo_ur first email.

Step 4. Send a follow-up with social proof


Follow up with a message that builds confidence and reduces hesitation.

Focus on:

  • bestsellers

  • reviews

  • customer results

  • links to your community or social channels

Step 5. Add another delay


Wait again to keep the flow paced without overwhelming new subscribers.


Step 6. Send a value-driven message


Continue with a message that helps subscribers understand your product and what makes it worth buying.

Focus on:

  • benefits

  • use cases

  • how it works

Step 7. Check for purchase


Check whether the subscriber has already made a purchase. If they have, you can tag and remove them from the flow.

Step 8. Send the final email


Send a final message that focuses on conversion and encourages action.

You can include:

  • a reminder of the offer

  • light urgency

  • a strong call to action

After this, the flow ends.

Pro tip: To test different messages or flow structures, split traffic into separate paths and compare performance.

Useful links


Automation documentation in Help Center

How to create an automation message

How to use the Wait action

How does the Dynamic segment filter work

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