{"id":136,"date":"2024-11-22T14:13:19","date_gmt":"2024-11-22T14:13:19","guid":{"rendered":"https:\/\/xendy.me\/create\/?p=136"},"modified":"2025-10-27T19:22:40","modified_gmt":"2025-10-27T19:22:40","slug":"welcome-email-automation","status":"publish","type":"post","link":"https:\/\/support.xendy.me\/en\/welcome-email-automation\/","title":{"rendered":"Set up a welcome email automation in Xendy"},"content":{"rendered":"<div class=\"row\"  id=\"row-1772786067\">\n\n\t<div id=\"col-1925547034\" class=\"col medium-4 small-12 large-4\"  >\n\t\t<div class=\"is-sticky-column\" data-sticky-mode=\"JavaScript\"><div class=\"is-sticky-column__inner\">\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n<h3>Contents<\/h3>\n<div class=\"article-index\" style=\"margin-bottom: 20px;\"><style>\n        .article-index a:hover {\n            text-decoration: underline;\n        }\n    <\/style><div style=\"font-weight: 500; font-size: 12px;\"><a href=\"#introduction\">Introduction<\/a><\/div><div style=\"font-weight: 500; font-size: 12px;\"><a href=\"#what-is-a-welcome-email-automation\">What is a welcome email automation?<\/a><\/div><div style=\"font-weight: 500; font-size: 12px;\"><a href=\"#create-a-welcome-automation\">Create a welcome automation<\/a><\/div><div style=\"font-weight: 500; font-size: 12px;\"><a href=\"#adding-emails-to-the-workflow\">Adding emails to the workflow<\/a><\/div><div style=\"font-weight: 500; font-size: 12px;\"><a href=\"#activate-and-manage-the-automation\">Activate and manage the automation<\/a><\/div><div style=\"font-weight: 500; font-size: 12px;\"><a href=\"#view-statistics\">View statistics<\/a><\/div><div style=\"font-weight: 500; font-size: 12px;\"><a href=\"#frequently-asked-questions\">Frequently Asked Questions<\/a><\/div><\/div>\n\t\t<\/div>\n\t\t<\/div><\/div>\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-665988306\" class=\"col medium-8 small-12 large-8\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n<h2 id=\"introduction\">Introduction<\/h2>\n<p>A welcome email is often the first interaction someone has with your brand. This may be directly after subscribing to your newsletter or after placing their first order. With a welcome email automation, you can easily make a strong first impression and encourage engagement and purchases.<\/p>\n<h2 id=\"what-is-a-welcome-email-automation\">What is a welcome email automation?<\/h2>\n<p>A welcome email automation is a workflow that automatically sends an email or a series of emails as soon as someone:<\/p>\n<ul>\n<li aria-level=\"1\"><b>Pre-purchase: <\/b>subscribes to your newsletter or email list.<\/li>\n<li aria-level=\"1\"><b>Post-purchase:<\/b> has placed their first order.<\/li>\n<\/ul>\n<h2 id=\"create-a-welcome-automation\">Create a welcome automation<\/h2>\n<p>Setting up a welcome email automation in Xendy works the same as creating other automations.<\/p>\n<ol>\n<li aria-level=\"1\">Go to \u2018<b>Email automations<\/b>\u2019 in the left menu and click \u2018<b>New automation<\/b>\u2019 in the top right.<\/li>\n<li aria-level=\"1\">Choose \u2018<b>From a new segment<\/b>\u2019.<\/li>\n<li aria-level=\"1\">Create a static segment if you want to send a direct confirmation (e.g. for new newsletter sign-ups), or a dynamic segment if you want to send a welcome email automation after a first purchase.<\/li>\n<li aria-level=\"1\">Select \u2018<b>Immediate<\/b>\u2019 so the email is sent as soon as someone enters the segment.<\/li>\n<li aria-level=\"1\">Give the automation a clear name, such as \u2018<b>Welcome after signup<\/b>\u2019 or \u2018<b>Welcome after first order<\/b>\u2019.<\/li>\n<\/ol>\n<h2 id=\"adding-emails-to-the-workflow\">Adding emails to the workflow<\/h2>\n<p>After creating the automation, click \u2018<b>Step 1: add an email<\/b>\u2019. You can choose from:<\/p>\n<ul>\n<li aria-level=\"1\"><b>Blank email: <\/b>create a completely new email without any blocks.<\/li>\n<li aria-level=\"1\"><b>Select template: <\/b>copy an existing template from \u2018Templates\u2019 in the left menu.<\/li>\n<li aria-level=\"1\"><b>Select draft: <\/b>move an email from your drafts into this email automation.<\/li>\n<\/ul>\n<p>Common structure:<\/p>\n<ul>\n<li aria-level=\"1\">Pre-purchase welcome:\n<ul>\n<li aria-level=\"2\"><b>Email 1 (immediately): <\/b>thank them for subscribing and optionally provide a discount code.<\/li>\n<li aria-level=\"2\"><b>Email 2 (1 day later): <\/b>show popular products or categories.<\/li>\n<li aria-level=\"2\"><b>Email 3 (3 days later):<\/b>share a blog post or review.\n<\/li>\n<\/ul>\n<\/li>\n<li aria-level=\"1\">Post-purchase welcome:\n<ul>\n<li aria-level=\"2\"><b>Email 1 (immediately): <\/b>thank them for their purchase and confirm the order.<\/li>\n<li aria-level=\"2\"><b>Email 2 (2 days later):<\/b>offer tips or suggest complimentary products.<\/li>\n<li aria-level=\"2\"><b>Email 3 (5 days later): <\/b>ask for a review or introduce a loyalty program.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Use the plus and minus icons to set delays between steps.<\/p>\n<h2 id=\"activate-and-manage-the-automation\">Activate and manage the automation<\/h2>\n<ul>\n<li aria-level=\"1\">Click \u2018<b>Start<\/b>\u2019 to activate the automation.<\/li>\n<li aria-level=\"1\">Temporarily pause via \u2018<b>Stop<\/b>\u2019.<\/li>\n<li aria-level=\"1\">In the settings, you can adjust options such as the check time and revenue attribution.<\/li>\n<\/ul>\n<h2 id=\"view-statistics\">View statistics<\/h2>\n<p>Select \u2018<b>Email automations<\/b>\u2019 in the left menu and click on the email automation you want to view.<\/p>\n<p>Once opened, you will see the different steps, with the following statistics per step:<\/p>\n<ul>\n<li aria-level=\"1\"><b>Queue: <\/b>the number of scheduled emails that will be sent in the future, for example caused by a delay setting (send in 3 days).<\/li>\n<li aria-level=\"1\"><b>Sent: <\/b>total number of delivered emails.<\/li>\n<li aria-level=\"1\"><b>Opened: <\/b>number of unique recipients who opened your email.<\/li>\n<li aria-level=\"1\"><b>Clicks:<\/b> number of clicks on a link within the email.<\/li>\n<li aria-level=\"1\"><b>Unsubscribed:<\/b> number of contacts who unsubscribed via the unsubscribe link in the email.<\/li>\n<\/ul>\n<h2 id=\"frequently-asked-questions\">Frequently Asked Questions<\/h2>\n<div class=\"accordion\">\n\t<div id=\"accordion-1553149969\" class=\"accordion-item\">\n\t\t<a id=\"accordion-1553149969-label\" class=\"accordion-title plain\" href=\"#accordion-item-what-is-a-welcome-email-automation?\" aria-expanded=\"false\" aria-controls=\"accordion-1553149969-content\" >\n\t\t\t<button class=\"toggle\" aria-label=\"Toggle\"><i class=\"icon-angle-down\"><\/i><\/button>\n\t\t\t<span>What is a welcome email automation?<\/span>\n\t\t<\/a>\n\t\t<div id=\"accordion-1553149969-content\" class=\"accordion-inner\" aria-labelledby=\"accordion-1553149969-label\" >\n\t\t\t\n<p>A welcome email automation is a workflow that automatically sends an email or a series of emails as soon as someone:<\/p>\n<ul>\n<li aria-level=\"1\"><b>Pre-purchase: <\/b>subscribes to your newsletter or email list.<\/li>\n<li aria-level=\"1\"><b>Post-purchase:<\/b> has placed their first order.<\/li>\n<\/ul>\n\t\t<\/div>\n\t<\/div>\n\t\n<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n<\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"class_list":["post-136","post","type-post","status-publish","format-standard","hentry","category-features"],"_links":{"self":[{"href":"https:\/\/support.xendy.me\/en\/wp-json\/wp\/v2\/posts\/136","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.xendy.me\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.xendy.me\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/support.xendy.me\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/support.xendy.me\/en\/wp-json\/wp\/v2\/comments?post=136"}],"version-history":[{"count":10,"href":"https:\/\/support.xendy.me\/en\/wp-json\/wp\/v2\/posts\/136\/revisions"}],"predecessor-version":[{"id":1795,"href":"https:\/\/support.xendy.me\/en\/wp-json\/wp\/v2\/posts\/136\/revisions\/1795"}],"wp:attachment":[{"href":"https:\/\/support.xendy.me\/en\/wp-json\/wp\/v2\/media?parent=136"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.xendy.me\/en\/wp-json\/wp\/v2\/categories?post=136"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.xendy.me\/en\/wp-json\/wp\/v2\/tags?post=136"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}