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Build a Journey for Welcome series

Convert new subscribers into loyal customers with automated welcome sequences.

Welcome new subscribers with a series of personalized, well-timed messages. In this guide, you’ll learn how to use Journeys to set up a complete welcome series from scratch. We’ll walk through selecting your trigger, adding and arranging “Send Message” and “Wait” steps to build your flow, and verifying that your sign-up forms correctly funnel new subscribers into the welcome journey.

Step 1: Navigate to Journeys

  1. Go to Marketing > Journeys.

  2. Click Create Journey in the top-right corner.

Step 2: Choose your journey template

  1. Select the Welcome Series journey.

  2. Choose your channel focus—for this example, we’ll use SMS.

  3. Review the journey preview and ensure all necessary channels and integrations are installed.

  4. Click Use this journey to proceed.

Step 3: Set the journey trigger

  1. Confirm the trigger is set to “Contact added to a list.”

  2. Choose the specific list you want to target (e.g., New Sign ups).

  3. If needed, adjust entry and exit conditions to control who qualifies for this journey.

  4. Leave Global hold-out off unless you're running a control group test.

  5. Click Save to confirm your trigger setup.

Step 4: Add your first message

  1. Select the first Action in the flow and choose SMS as the channel.

  2. Choose an existing SMS message or create a new one.

  3. This will be the first welcome message your new subscribers receive.

Step 5: Add a wait time

  1. Drag and drop a Wait block into the journey.

  2. Set the wait time to 2 days to space out your communication naturally.

Step 6: Add a second SMS

  1. Add another Action block and again choose SMS.

  2. Select or create your second message to continue engaging your subscribers.

Step 7: Add another wait time

  1. Insert a second Wait block.

  2. Set this wait time to 2 days as well.

Step 8: Add the final SMS message

  1. Drag in one more Action block and select SMS.

  2. Choose the final message to conclude your welcome series.

Step 9: End the journey

  1. Drag the End Journey block to the final step in your flow.

  2. This ensures the journey concludes properly for each contact.

Step 10: Publish your journey

  1. Review your entire setup to make sure everything is in place.

  2. Click Publish in the top-right corner to make your welcome journey live.

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