Creating a Welcome Series

Creating a welcome series using Workflows 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.

Step 1: Create your Workflow

1. Go to the Workflows tab.

2. Click "Create Workflow."
   

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3. Click "Select" after hovering the "Welcome Series" option.
   
   

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Step 2: Name your workflow

1. From the upper left hand corner of the editor, click the pencil symbol to change your workflow name.

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2. Enter the new name for your Workflow and click “Done” to save your changes.
   

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Step 3: Edit your messages

1. Click "Edit Message" to customize your welcome message.

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Step 4: Add More Steps (Optional)

If you want more than one message in your welcome automation, you can add more messages with wait times between them.

1. Click the plus icon below your message to add a new step.

2. Select the “Wait” step and specify how long you want the automation to wait in between messages.

3. Click the plus icon again and choose to add a “Message” step.

4. Create a new message, or select an existing message from drafts

5. Repeat this process for any additional messages you want to add to the Workflow.

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Step 5: Publish your workflow

1. Once you have all of your actions in place, publish your changes by clicking the "Publish" button.
   

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2. Congratulations! You've successfully set up your first welcome series using Workflows.