Setup Welcome Email in Workflow Automation

Setup Welcome Email in Workflow Automation

Introduction

Send a welcome email to let your new customers know that they matter.

Here are the steps to setup a Welcome email in Workflow automation

Step 1: Go to WorkFlow Automation>Templates

Step 2. Click on the Use Now button beneath the Simple Welcome eMail box.

Step 3. A popup will appear asking for confirmation. Confirm and proceed.

Step 4. Once done, the workflow flowchart shall be presented to you for your perusal. Make your settings for contact source by clicking on the trigger box, and choosing your throttling options. Click on Save and turn on your workflow.


NotesNote📝: You can edit the default messages by clicking on the message name. By clicking on the email action box you can choose other email options as well.

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