Create a Welcome Email Workflow for Your WooCommerce Store

First impressions matter; the welcome email is a business’s initial chance to connect with new subscribers. By automating this process, you can engage customers, build trust, and encourage first purchases without any manual effort. In this article, we will demonstrate how to set up a welcome email automation for your WooCommerce store using the WebToffee eCommerce Marketing Automation app.

1. Collecting Subscriber Emails – Before setting up your welcome email workflow, you need a way to collect new subscriber emails. This is possible with:
   • Welcome Campaigns – Create targeted pop-ups to gather emails. To know more, check out this article: Create Welcome Campaigns for WooCommerce Stores.

An automated welcome email workflow greets new subscribers, creates a positive impression, and guides them toward their first purchase. With this workflow, you can effectively capture customer interest, share important store information, and extend discounts without further manual work. Below are the steps to create a welcome email workflow for your WooCommerce store.

1. Navigate to Automations from the WebToffee Marketing sidebar menu.
2. Click Create automations.
3. Under “Start with the essentials,” select “Welcome Email Automation” to get started quickly.

Once inside the automation editor, you will begin by configuring the trigger that initiates the workflow.

1. The default trigger is set to Customer Sign Up. This means the workflow will start as soon as a customer signs up through any form connected to your store.
2. Under Select campaign, choose one or more specific campaigns (e.g., Welcome campaign). This ensures that only customers who signed up through the selected campaigns are added to this workflow.
3. To prevent sending the same welcome email repeatedly to users who may sign up multiple times (e.g., through different campaigns or devices), enable the ‘Skip contacts who have been in this workflow’ option.
   • Set a time period, such as “In the last 30 days,” to exclude any repeat sign-ups within that timeframe.
   • Click Save to apply the changes.
4. You can further narrow down who enters the workflow using Trigger Filters. These filters allow you to define entry conditions based on attributes like:
   • Page URL – e.g., customers who signed up on a specific page like /exclusive-offer
   • User type – e.g., only logged-in users or guests.
   You can use conditions like:
   • Is, Is not, Contains, or Does not contain to define which users should enter the flow precisely.

1. Click the plus (+) icon between blocks to insert a Time Delay or another Email block. This helps space out messages or create a multi-step welcome sequence.

1. Click on the Email block.
2. Add an email title.
3. Edit the email content.

3. Click on Edit Content to edit the email template.
   • Click on the logo section to add a logo that suits your branding.
   • Double click on the texts to edit them.
   • Add a discount coupon like “WELCOME10”, offering 10% off on the first purchase to encourage immediate engagement. Click on the coupon code block to configure the coupon settings. To learn more, check out this article: Configuring Coupon Settings in Automation Emails.
   • Add a CTA button such as “Start Exploring Our Collection”, to guide new subscribers toward shopping or exploring your store. Click on the button to configure its text and link.
   • Use the Basic blocks section on the left to drag and drop blocks into the template.

4. Click Finish Editing to save the template.

1. Give a unique name for the automation and click the checkmark icon.
2. Click “Publish” to make it live.

When a visitor subscribes through a pop-up or campaign form, and the configured trigger conditions are met, the welcome email automation is activated instantly. As a result, the subscriber receives a personalized email with warm greetings and a special discount offer.