Set Your Moosend In Motion: Ecommerce

Hello! Welcome to another Moosend tutorial!

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

Automation workflows are automated emails that your subscribers receive after making a certain action. They are a great tool for your marketing strategy because they help you offer a highly personalized experience to every subscriber and drive conversions at scale by sending them the right message at the right time. 

A welcome email as soon as they subscribe to your mailing list is the best example, because it’s an email that all subscribers expect and because it helps you build a relationship with them. 

Ready to build your first automation workflow?

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.

Fill in the field with a new name for your automation.

Click on the save automation name when you’re done. 

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 + 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 + 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 to 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 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!