How do I create a welcome series using Campaigns?

Creating a welcome campaign is a great way to get subscribers started in your list. You can tailor a welcome message based on how they signed up, then provide more evergreen content to move them down the funnel. This article will walk through how to create that campaign in your list, and provide more insight on how it can be utilized.

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Step By Step Instructions

  1. Create the messages you would like to send to your subscribers.

  2. Hover over the "Messages" tab and select "Campaigns".

    Select Campaigns from Messages

  3. Next, click "Create a Campaign" and give your new campaign a name, then click "Create".

    Click Create a Campaign

  4. Select the "On Subscribe" trigger.

    On Subscribe trigger

  5. Set the source for this trigger as "Webform".

    Set trigger to Webform

  6. Then, add your "Send Message" actions to the campaign canvas.

    Add Send Message actions

  7. Next, click the "Choose Message" button in the right hand "Settings" sidebar.

    Click Choose Message from Settings

  8. Assign your Welcome message to the first "Send Message" action.

    Add your welcome message

  9. Repeat this process for the rest of your "Send Message" actions. You will see each message subject line listed in the action.

    Send message subject lines

  10. Drag a "Wait" action between each "Send Message" action.

    Adding Wait actions between messages

  11. The system will default to a specific wait time of 1 day. If you would like to change this, you can do so in the "Settings" sidebar on the right.

    Chaning wait times

  12. Apply a tag to the end of your series and save.

    Applying a tag

  13. Then, set the tag you would like applied in the right hand "Settings" sidebar.

    Tag Settings

  14. Once you have all of your actions in place, make sure to "Save & Exit" your campaign in the bottom right.

    Click Save and exit

Congratulations! You've successfully set up your first Welcome campaign. Moving forward, if you would like to have a specific campaign set up for each way a subscriber can join list, you can walk through this process again and set a different On Subscribe method.

For example, if you are using the Atom app, and add subscribers to your list when you meet them face to face, you can tailor your Welcome Message to reference that meeting directly. This is a great way to engage different subscribers based on how they signed up to your list.

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