So you have a growing database and want to welcome your new customers? Here’s how you can set up an automated Welcome Email.
Things to consider before you start:
Do you want to include unique codes in your emails?
Plan out the journey you want your guests to experience. This is a great opportunity to welcome your guests to your brand in a really simple automated way!
Remember to create and test your email. Click here for instructions on how to do this.
Getting Started
The initial welcome email in your chain will be sent to new guests on the database, any Follow-up emails within the journey must be set as date triggered sends, (mentioned below).
From the left-hand side menu click Journeys > Create New Journey > Welcome You will be taken to this page:
Once you've chosen a colour and icon for your journey, the welcome broadcast is ready to create within the overall Journey.
Click Add Broadcast>Create New>Welcome:
Select Email Template
Select “Click Here to Load a Previously Saved Email”.
Choose your saved email from the list. This will pre-populate the email info fields and load a preview of the saved email.
Email Info
Make sure that the from name, from address, and reply to email addresses are all filled out.
Choose a time of the day when the email should be sent.
Decide whether you’d like to send the email instantly or whether you’d like to add a delay.
Define Search Criteria
Click “Add audience criteria” and choose who you want to send the email to.
This could be one group, all the groups on a unit or maybe all the groups on your account. For example, you might want to send the same welcome email to all customers who make a booking on any of your units, to do that select the relevant groups on each of your units.
Tag Content
Add your tag so that you can easily group these emails together in your reports, use something like “welcome journey”. Once you've entered a tag into the box, click 'Add Tag Word' to assign it to this journey.
Once you’re happy with your email click create at the bottom of the page.
Viewing your emails.
Once you’ve created your email you can then view it in the journeys section;
Using the 3 dots menu, you can view the scheduled audience and send criteria for the scheduled welcome email.
Welcome journey
We recommend setting up 4-6 emails in your welcome journey over a 2 month period. This means that when a customer is first added to your database they can be taken through a journey of the brand straight away.
You can setup the next sections of the welcome journey by heading to the initial journey, and this time, Add Broadcast, and select 'Date Triggered'
Load up your previously saved email.
Select “Contact first Opt-in date” from the dropdown selection.
Add in the number of days after the guest has signed up that you’d like the email to be sent (e.g 5 days post)
4. Add your tag so that you can easily group these emails together in your reports, use something like “welcome journey”
5. Select who you want this email to go to, this can be as simple as including all folders or you can create different journeys depending on the guest.
6. Once you’re happy with your set up click “create” at the bottom of the page.
You can set up as many of these emails as you like to create the perfect welcome journey for you guests!
Check out our recommendations for customer journeys here.
Ideas of what you may like to include in your welcome journey:
In the first welcome email you could be giving the customer an offer as a thank you for signing up.
You could then let the customer know what you do on a weekly basis such as happy hour offers or themed nights.
In the third email you might be telling them about your click and collect service etc.
Just repeat the above process of creating the individual welcome emails but changing how many days post contact created date to create the journey!
And there we go. It’s as easy as that. Your new subscribers are in for a good time!