When someone subscribes to hear from your brand, it’s a key moment in the customer journey. A thoughtful welcome email automation allows you to greet new contacts, introduce your business and products, and engage them when they are most interested.

Why send welcome emails?

A single welcome email or a series of personalized messages helps new subscribers: Get to know your brand and products Understand what to expect from your emails Feel valued and engaged from the start

Here's an example of welcome email series:

Remember, these are general guidelines. Adjust the intervals to match your specific industry, product lifecycle, and audience engagement patterns. Always make sure your emails provide value and align with your subscribers’ interests.

Select the pre-built automation

Brevo offers a pre-built automation that you can use to send a welcome email to contacts who are added to one or more specific lists in Brevo.

1. Go to Automations > Workflows.
2. Click Create an automation.
3. Select the Welcome message pre-built automation.
4. Under Email template language, select the language in which the default templates in this automation will be generated. 
5. Click Create automation.

You will be guided through three steps to create your automation.

Step 1/3: Define who will receive your welcome email

The automation is triggered when a contact is added to one or more specific lists in Brevo. 

1. From the List dropdown, select which list should trigger the automation. You can select multiple lists if needed. 
   
2. Click Next.

Step 2/3: Add a brief delay before sending your welcome email

After a contact enters the automation, they will go through a brief waiting period of 1 or 2 minutes before receiving your welcome email. This helps make the interaction feel less automated.

1. Enter the delay you want your contacts to wait for before receiving your welcome email.
   
2. Click Next.

Step 3/3: Send your welcome email

Design and configure the welcome email that will be sent to your new contacts. To learn more about sending emails from an automation, check our dedicated article Send an email from an automation.

1. Edit the default email template.
   
2. Customize the template to fit your needs:
   1. Use the drag-and-drop email editor to modify the layout, text, images, and other content.
   2. Personalize the email with details such as the contact's first name.

   3. (Optional) Use a coupon code to offer a personalized discount to your subscriber.

      ✅ Plan availability

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3. Click Preview & test to check personalized details and layout. To learn more, check our dedicated article Preview and test your email.
4. Click Use this design in automation to save your changes and return to the automation editor.
5. Configure the settings of your email template:
   • Event data
   • Subject line and preview text
   • Sender email address and name
   • Additional settings (email sending time, reply-to address, tags, attachment, profile update form, unsubscribe form, etc.)
6. Click Save.

Your welcome message is ready to be sent.

(Optional) Create a series of welcome emails

When creating a welcome email automation, you can easily turn it into a series of emails. To do this, repeat steps 2 and 3 to add additional Time delay and Send an email steps for each email in the series. To save time, you can duplicate and modify existing steps to create new ones quickly.

You can also enhance your automation by:

• Exiting customers from the automation once they purchase a product or subscription. You can then create another automation tailored to their experience.
• Replacing an email with an SMS or WhatsApp message.
• Offering incentives, like coupon codes.

For example, this is what a series of three welcome emails could look like:

Activate the automation

Once everything is set up, activate the automation:

1. Click Activate automation.
2. (Optional) Activate the Re-entry after exit option to allow contacts who have exited the automation and are later re-added to the selected list(s) to re-enter the automation.
   
3. Click Activate automation.

Your automation is now active. Contacts will enter it once they're added to the list(s) you selected in Step 1/3: Define who will receive your welcome email.

⏭️ What's next?

• About the new automation editor
• Available triggers, actions, and rules

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo Agency partner.