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When someone joins your list, they’ve just raised their hand. They’re more interested in you right now than they may ever be again — welcome emails see open rates several times higher than regular campaigns. A welcome series capitalizes on that attention: it introduces your brand, delivers the discount you promised at signup, and gives a clear reason to place a first order.

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When to use it

  • You run a signup form or popup that offers a welcome discount.
  • You want every new subscriber to get the same strong first impression, automatically.
  • You’d like to convert the signup incentive into an actual sale before it’s forgotten.

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How it works

1

Someone subscribes

A visitor joins a list — usually through a signup form with a welcome offer, or at checkout.
2

They enter the flow

The Subscribed to list trigger pulls them in. Set re-entry to No re-entry so each person gets the series exactly once.
3

The welcome emails go out

A warm hello, your story and best-sellers, and a reminder of their discount with a real expiry — spaced over a few days.
4

The flow adapts to a purchase

A Binary step checks whether they’ve ordered. If they have, they exit early; if not, the final email makes the offer impossible to ignore.

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Set it up

  1. Go to Automations → Templates and choose Welcome Series (or build from scratch with the Subscribed to list trigger).
  2. Point the trigger at the list your signup form feeds.
  3. If you offer a welcome discount, add a Coupon step before the email that reveals it — a unique, single-use code beats a shared WELCOME10.
  4. Set re-entry to No re-entry and Publish.

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The proven 3-email sequence

Deliver the discount in the first email, not the third. Subscribers signed up for the offer — making them wait is the fastest way to lose them. Save the “expiring” urgency for the final send.

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Make it work harder

  • Connect the form to the flow. When your signup form adds people to the same list this automation triggers on, the relationship starts the instant they subscribe.
  • Use double opt-in where required. If you’ve enabled double opt-in, the series begins only after the contact confirms.
  • Personalize. Use first-name and coupon merge tags so the code and greeting are theirs alone.
  • Send from your domain. A recognizable sender address lands the welcome where it belongs — the inbox.

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Measure it

Open the automation’s analytics to watch open and click rates (welcome emails should be your strongest) and the revenue from first orders. If email 1 converts well but the series doesn’t, shorten the gaps; if few redeem the code, strengthen the offer or its urgency.