Set Up a Full Welcome Funnel for WooCommerce: Popup, Embedded Form & Email Automation

An excellent first impression can turn casual visitors into loyal customers. With the WebToffee Marketing Automation App, you can set up a complete welcome funnel that greets visitors, collects their emails, and follows up with an engaging welcome email. In this guide, we’ll walk you through building a high-converting welcome campaign using three tools: a pop-up form, an embedded form, and an automated welcome email.

1. Popup Campaign captures emails from new visitors through a timed or instantly displayed pop-up.
2. Embedded Form offers a static option on your site for ongoing email collection.
3. Automation Workflow sends a personalized welcome email with a discount to every new signup.

Together, these tools help you collect emails and engage customers automatically.

Use a pop-up to greet first-time visitors and collect their emails instantly.

1. Go to Web campaigns > Create New Campaign > Welcome campaigns.
2. Select a Welcome campaign template.
3. In settings:
   • Display frequency: Set to “Once per visitor”.
   • Trigger: Leave it unchecked (shows immediately) or set a short delay (e.g., 5s).
   • Audience: Select New visitors only.
   • Visibility: Select ‘All devices’ for maximum reach.
4. Customize the popup content with:
   • A clear headline (e.g., “Get 10% off your first order!”)
   • Email input block and CTA button
5. Configure the success screen to show the coupon after submission.
6. Click Publish.

👉 Detailed article: Set Up a Welcome Popup Campaign

Want to offer an alternative signup method apart from popups? Add an embedded form to your homepage, footer, or landing pages.

1. Go to Web Campaigns > Create new campaign > Embed forms tab.
2. Select a prebuilt welcome form template.
3. Configure the form settings.
4. Click Edit template to customize the design, text, and fields.
5. Go to the Success page and add a Coupon block. Choose or create a coupon.
6. Click “Finish editing” and then “Publish” to generate the embed code.
7. Paste the code into a Custom HTML block on any page or widget area in your store.

👉 Detailed article: Create and Add Embedded Forms to WooCommerce Stores

Automatically send a welcome email with a discount the moment someone subscribes.

1. Go to Automations from your dashboard.
2. Select the “Welcome Email Automation” (prebuilt).
3. In settings:
   • Trigger: Customer sign-up
   • Select campaign: Choose the popup/form used in Step 1/2
   • Enable “Skip contacts who have been in this workflow.” → set to last 30 days
   • Use Trigger Filters if needed (e.g., page URL, user type)
4. Click the Email block to:
   • Add your subject line and greeting
   • Edit the email content
   • Insert a discount coupon block
   • Add a clear CTA (e.g., “Shop Now”)
5. Click Finish Editing → Name your automation → Click Publish

👉 Detailed article: Create a Welcome Email Workflow

Open your site in incognito mode, then:

• Sign up using the pop-up or embedded form.
• You should see the success screen with the coupon.
• The welcome email should land in your inbox shortly after.