Build a welcome series
A sequence that starts when someone subscribes through a form and sends each email on their own schedule.
Updated 1 min read
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An automation is a welcome series that sends itself. Each person gets the emails on their own schedule from the moment they subscribe, and stops the moment they unsubscribe.
Create it
- Step 1: Go to Automations and choose New automation. It is created as Welcome series and opens in the editor.
- Step 2: Give it a Name, for you.
- Step 3: Under Starts when someone subscribes through, choose Any of your forms or one form.
- Step 4: Optionally, under Only if they are tagged, enter a tag so it starts only for people with it.
- Step 5: Set the sender: From name, From address on one of your domains, and the address replies go to.
- Step 6: Write the first email, add more steps, then choose Save.
When it starts and stops
- It starts for people who subscribe after it is switched on. People already on your list are not sent it.
- With a form that confirms by email, it starts once they confirm their address.
- Each person goes through it once. Someone who unsubscribes and later signs up again does not start it again.
- It stops for anyone who unsubscribes, bounces or marks an email as spam.
Statuses
| Status | Meaning |
|---|---|
| On | Running for everyone who subscribes. |
| Paused | Nothing is sent and nobody new starts. People already in it wait where they were. |
| Off | Never switched on, or switched off before anyone started. |