Create an Automated Welcome Email

When someone signs up to your list, you may want to send them a friendly welcome email to introduce yourself or say thank you. In Mailchimp, you can use automation to make sure each new subscriber receives a welcome email.

In this article, you'll learn how to create a welcome email campaign.

Before You Start

Here are some things to know before you begin this process.

  • If you’ve never created an automated email before, it may be helpful to review About Automation.
  • The automated welcome email campaign is different from the optional final welcome email in your list’s signup forms. To learn more about the final welcome email, check out Enable or Disable the Final Welcome Email.
  • If you use the final welcome email and the automated welcome campaign at the same time, be sure to include different content in each email, so you don’t appear to send duplicates.

Create Automated Email Campaign

By default, the automated welcome campaign is one email that sends one day after signup. You can change the delay, or add more emails to make it a series.

To create an automated welcome email, follow these steps.

  1. Launch the Automation Builder.
  2. On the Welcome message tab, enter a campaign name and click the drop-down menu to choose a list. We’ll send your welcome message to anyone who subscribes to this list.
    enter campaign name and choose list
  3. Click Begin.
    click begin

Next, you'll set up and design your welcome email.

Edit Email

In the Emails step of the Automation Builder, you'll design your email's content and review its settings. The default welcome message automation includes one email that sends one day after signup.

Edit the individual email’s trigger, schedule, segment, and post-send action, or add more to make a welcome series. You can also edit the settings for the overall automation.

To design your automation email, follow these steps.

  1. Click Design Email.
    click design email
  2. On the Setup step, name your email, then enter the subject line, preview text, from name, and from email address.
    enter the subject line, preview text, from name, and from email address
  3. Click Next.
  4. On the Template step, select your template.
  5. On the Design step, design your email.
    sample design
    If you want to see how your design will look to subscribers, click the Preview and Test drop-down menu to access powerful testing tools. To learn more about these tools, check out Preview and Test Your Email Campaign.
  6. Click Save and Continue to finish up your automation.

Edit Workflow Settings

Your workflow settings include your workflow name, from name, from email address, and tracking options. To access your workflow settings, navigate to the Emails step of the Automation Builder and click Edit Workflow Settings.
click edit workflow settings

Confirm and Start

Now that you've designed your campaign and configured your workflow settings, it's time to double check everything and start your automation!

To confirm and start your automation, follow these steps.

  1. Click Next to navigate to the Confirm step.
  2. Review the confirmation checklist and click Resolve or Edit to make any necessary changes to your automation.
    review confirm step
  3. When you're ready, click Start Sending to start sending your automation.
    Cursor hovers over the Start Workflow button.
  4. In the pop-up modal, click Start Sending to confirm.

Great job! Now, anyone who signs up to your list will receive your welcome message. After the data begins to roll in, you can view your automation report to see how it’s performing.

If you want to make any changes to your automation after it’s started, you’ll first need to pause it. To learn more, read Edit an Active Automation.

Test Your Welcome Email

After you start the automation, you may want to test it to see how it looks in your inbox. Test signups for automation can be a little tricky, so be sure to read the whole section. Here’s how it works.

  • Confirm the automation’s sending status.
    On the Campaigns page in your account, you should see a Sending badge next to your automation. This confirms that it’s activated.

  • Try a test signup.
    Navigate to the signup form you use to collect new contacts, and sign up. People can only receive a welcome automation once, so you should use an email address that hasn't received the automation before. If you sign up with an address that’s already been through the automation, you won’t receive it. This is true even if you delete your address and try to sign up again.

  • Tip: Use Gmail to get extra addresses for testing your automation.
    If you don’t have a new address to try with your signup form, that’s OK. Gmail users can create instant disposable email addresses. To do this, add a plus sign and additional numbers or letters to your address to create variations. Here's an example:

Original Gmail AddressVariations
freddie@gmail.comfreddie+1@gmail.com

freddie+2@gmail.com

freddie+testing@gmail.com

When you sign up to your Mailchimp list with these address variations, we’ll recognize them as unique subscribers. But any welcome emails sent to the new addresses will go to your original inbox.

Next Steps

A well-crafted welcome campaign helps you make a good first impression, and lets people know what to expect from your marketing emails. If you want to go beyond the basics, here are a couple of things to try.

Create a Welcome Series

When you want to give new subscribers a little extra attention or guidance, add more emails to your automation to make it a welcome series. We also offer subscriber activity automations that are specifically designed for onboarding and education.

Edit an Active Automation: Add an Email

Automation Types: Subscriber Activity

Promote Your Products

If you have an online store, try adding a promo code or product recommendations to your welcome message to encourage new subscribers to check out your items right away.

Use Promo Code Content Blocks

Add Product Recommendations to a Campaign


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