Our Basic Welcome Series Setup Guide is designed to take you step-by-step through the key processes required to build your Welcome Series.
This guide contains the following articles:
- Set Up External Events for the Welcome Series.
- Create a Conversation for the Welcome Series.
- Update Conversation Properties for the Welcome Series.
- Add Steps to the Conversation for the Welcome Series.
- Update Steps in the Conversation for the Welcome Series.
- Validate and Publish the Conversation for the Welcome Series.
Additional articles you may find helpful:
- Filter Welcome Series Contacts out of Marketing Sends
- Setting Source for a Welcome Series
- Limit Customer Entries in Welcome Series
- Adding Coupons to Your Automated Campaigns
NOTE: This instructional series assumes that you have your Welcome Series emails already set up and ready to go as saved messages.