✅ Welcome Flow Objective
The Welcome Flow aims to turn a new customer’s first interaction into a sales opportunity, leveraging their recent interest to greet them, offer an incentive (such as a discount or trial), and drive their first purchase.
📹 Video tutorial:
👉 Trigger
Trigger: Customer created/updated
Filter: Is it a new client? True
Delay: Immediate (0 minutes)
Condition: Sending to all contacts, who will receive the flow once.
⚙️ General Configuration of the Flow
Audience: It can be the entire audience or just a segment.
Activation event: We need to select the connector that sends us the event and the name of the event -> Customer created/updated.
Add filter: We indicate "Is it a new contact?" and select the value "Yes," then click "done."
Cancellation event: This would be the event that, if it occurs, would prevent the message from being sent. In this example, we want to send the message whenever there is a new contact, so there is no cancellation event.
For example, if we want to send a discount to a new customer 48 hours later, only if the customer hasn’t made a purchase, the cancellation event would be "Order placed" since we won’t send the message if the customer makes a purchase.
📨 Message Configuration
Wait time: This is the amount of time we will wait from the moment a new contact is created until the message is sent.
Sender and message text
Multilingual message (optional)
⚙️ Delivery Settings
Activation limit: It is possible to send the message every time a contact is created (e.g., a maximum of one message per day).
Do not send this automation if the contact has received another one in the last X hours/days.
Send or not send to unsubscribed contacts.
📲 Recommended Flow Structure
Time | Goal | Message example |
Immediate | Offer a discount, look for their first purchase | 🎉 Hi, {{first_name}}! We’re so excited to have you at {{brand_name}} 💛. Enjoy 10% off your first purchase — just use the code WELCOME10 at 👉 [your-link.com] |
It will be necessary to Activate and save the automation.
Every time a contact is created in the source, the automated message will be sent.