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 welcome email automation for your WooCommerce store using WebToffee E-commerce Marketing Automation tool.
Prerequisite
- 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.
Set up a welcome email workflow
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.
Step 1: Head to the Welcome email automation section
- Navigate to Automations from the WebToffee Marketing sidebar menu.
- Under Pre-built automations, click on Welcome email automation.
Step 2: Review the Automation Flow
- The automation consists of a trigger and an email action.
- The trigger occurs when a user subscribes via popups.
- The email action sends a welcome message with a discount.
Example:
A new visitor subscribes to your store through a pop-up offering updates on new arrivals. This subscription triggers the automation to send a welcome email.
Step 3: Configure Email Settings
Best Practices for a High-Converting Welcome Email
- Add a warm greeting – Welcome new subscribers with a friendly message and a quick intro to your brand.
- Include a discount offer – Provide a discount coupon to encourage their first purchase.
- Add a strong CTA – Guide them toward shopping with a clear call-to-action.
- Click on the Send Welcome email hyperlink.
- Add a suitable email title, subject, and a pre-header.
- 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.
- Click Finish Editing to save the template.
Step 4: Name, Activate and Save the Automation
- Give a unique name for the automation.
- Activate the automation.
- Click on Save to make it live.
Use case
A visitor subscribes through a welcome pop-up ; the welcome email automation is triggered instantly. As a result, the subscriber receives a tailored message(email) with warm greetings and a special discount offer.