Email Marketing Automation [Part 2/6] – Welcome Emails

how to create automated welcome emails

In our six-part blog series, we take a look at email marketing automation and some of the most important types of autoresponder and trigger emails. In this post, we’ll look at welcome emails and show you how to automate them with Newsletter2Go. Your welcome email will automatically be sent to new customers or newsletter subscribers.

Email marketing automation blog series:

Why should I set up a welcome email?

When a customer subscribes to a newsletter, this is a clear sign that they are interested in your brand. They are therefore likely to be open to receiving further information. It is essential to enter into a dialogue with the user straight away, and this is where an automated welcome email comes in.

This is an excellent opportunity to get off on the right foot with new customers. A well-done welcome campaign addresses the user personally despite being automated, and ultimately sets out to show that you appreciate them. You can also assume that the recipient will read your email as they will probably be expecting it.

How do I set up an automated welcome email with Newsletter2Go?

The following video tutorial provides step-by-step instructions for creating a welcome email with Newsletter2Go’s email software:

To create a welcome email with automated dispatch, you need to set up a dynamic segment of recipients. Every day, your welcome email will be sent to all new subscribers who registered that day.

The dynamic segment can be set up as follows:

  1. Log into your Newsletter2Go account and go to “Contacts” and then “Segments”.
  2. Click to add a new segment and move the auto-update slider to green.
  3. Set the criteria to “created on — within the last — 1 day”.
  4. Finally, preview and save the segment.

Next, you can create your welcome email. Click to create a new campaign and select “welcome email” as your campaign type. Under “Step 2. Details”, you can add the following information:

  • Campaign name (for internal reference)
  • Subject line
  • Preview text
  • Sender email address
  • Sender name

When filling in the sender name, make sure you enter something that the user will instantly recognize. You can personalize the subject line, for example by including the recipient’s first name. To do this, insert a placeholder and set the “if-then-otherwise” conditions.

Next, select a newsletter template and enter the desired content. You can also rearrange the layout using the drag-and-drop editor. When it comes to activating your email, set the frequency to every day and choose a send time that you think will best suit your audience. Before you activate it, be sure to send yourself a tester and check that all links are working.

What do I need to consider when setting up an automated welcome email?

The welcome email is the first email you send after the registration confirmation. It is therefore crucial to come up with an effective subject line. It’s also important to strike while the iron’s hot – so don’t wait too long to send it. Of course, if you have already sent several emails within a short space of time – such as the double opt-in and confirmation emails – you may decide to wait a bit.

When designing your welcome email, it’s important to make sure that it sparks instant recognition; align it with your website in terms of logo, colors and font. Finally, be sure to include links to your website and social media channels.

In terms of content, the welcome email is an excellent opportunity to provide the reader with something of value. For example, you can include a discount code for their first order. This leaves the recipient with a positive first impression – meaning they are more likely to open and read your emails in the future.

What makes a welcome email stand out?

Automated welcome emails are no longer a rarity, so it’s important to make yours stand out. The main objective is to show your customers that you value and appreciate them.

Depending on your industry, there are different things you can include. If social media is particularly important to you, you can insert social buttons. If there are potential employees among your recipients, you could include any open vacancies you may have, as well as various contact methods. If your main priority is to build consumer trust, you may want to introduce a certain contact person or include any industry seals or certifications your company has.

Above all, be creative and set up a welcome email that truly reflects your brand!

About the author

Emily Stevens

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