Set Your Moosend In Motion: For All Businesses

Hello! Welcome to another Moosend tutorial!

Today I will show you how to create one of the most important automation workflows: a personalized welcome email automation. 

Automation workflows are automated emails that your subscribers receive after making a certain action. And sending to your new subscribers a welcome email as soon as they sign up to your mailing list is one of the best examples. 

A good first impression is always an important goal, no matter the industry you are in. And welcome emails go a long way towards building a relationship with your customers and enhancing their overall experience. 

Moreover, it’s an email that all subscribers expect to receive today. 

So let’s see how you will create your first welcome automation!

Let’s start by creating an automation campaign. The content of this campaign will be used in our next steps when creating your automation workflow.

Ready? 

Click on the New Campaign button. 

Locate the Automation Campaign and click on the Create button.

Next, you’ll need to define the campaign settings. Start by setting up the available fields: Campaign name and Preview text which is optional.

If you would like to track your campaign with Google analytics, enable the option with a click. 

Then, click on the Next button to continue.

Now let’s choose the appropriate format for your campaign.

There are 2 options: HTML and plain text, or Plain text only. 

You need to select HTML and plain text. Then click on the Next button to continue. 

To create your newsletter design click on the Take Me To The Editor button, and design your newsletter as previously shown.

For now, we will select a template from the Template Library. 

You can go through all the templates available or simply go to the menu on your left to select a category.

For our example I will choose one I created earlier, under my Saved Templates. Choose the one you want and click Use Template.

Click on the Update Campaign and Continue button. 

Before your actual automation campaign is triggered you can test it to see how it looks!  

Just go to the Design and Delivery Test tab and add your email to receive the campaign and simply check if everything looks and works good! 

Otherwise, click Skip Test. Take a look at all of your campaign details one more time before proceeding. 

When you’re ready, click Save. Your content will be saved in the Campaigns section, under the category Automation.

Perfect! The content for your automation workflow is ready!

Now, it’s time to set up the automation.

Go to your Dashboard and click on the Automations button. 

Click on the Create new automation button.

This will take you to this page, where you can see all the ready automation workflow recipes we have made for you. 

You can use them any time you want to save time but for now, let’s see how you will create your very own brand new automation workflow. 

Click on the Create a custom automation button.

Click on the edit automation name area, and fill in the field with a new name for your automation.

When you’re done, click on Save automation name. 

Now let’s set up the proper trigger. 

Click on the Select your trigger area.

The Select a Trigger pop-up window appears showcasing the available triggers.

Select the List Engagement option from the drop-down menu.

All available triggers are displayed on the Select a Trigger window by default, so filtering the different types of triggers showcased helps you make a quicker choice by focusing on what is relevant to the occasion. Right now we are looking for triggers that occur when someone engages with one of your subscriber lists.

Choose the When someone subscribes to any list option.

The window that appears begs the question: “Do you want this trigger to only trigger once?” to which you can answer either Yes or No.

Select the Yes – Trigger only on the first subscription option from the drop-down menu.

This is the best option for this type of automation since you want to welcome your new subscribers the first time they subscribe to one of your lists, not each time!

Click on the Save button.

If you want to expand your automation workflows now is the time to do it!

Click the Plus button.

A pop-up appears with two tabs, the “Conditional / Control Steps” tab and the “Actions” tab. 

You’ll find yourself at the “Conditional / Control Steps” tab by default.

Let’s say you want your new subscriber to receive your Welcome email a few minutes after signing up. 

Click on the Wait a specific time interval button. 

Add the time you prefer on the time to wait field. 

Click Save. 

To continue with sending your email click on the plus symbol at the bottom of the flow and click the Actions tab. 

Click on the Then send email campaign option.

Fill-in the subject of the email you’re going to send.

Choose the Sender of the email from the drop-down menu.

Choose the campaign content. 

You have two options here. The first is Create New Content which means that you can simply type your message in the text box. 

You can style your text as you wish by changing, for example, the font, size, or color of it. 

The second option is to use a design you have previously created. 

To do this click on the Content From Campaign tab and choose the campaign from the dropdown menu. 

In case you haven’t made one go to the Campaigns tab on the menu and design an Automation Campaign in our editor. 

Then, set the number of emails sent by this action per day to Up to 1 email per day from this step.

Click on the Save button. 

Remember to set your Automation Active if you want it to start running right away!

Congratulations! You just created your first Welcome Email Automation!