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:

  1. Set Up External Events for the Welcome Series.
  2. Create HTML Form Code for the Welcome Series.
  3. Create a Conversation for the Welcome Series.
  4. Update Conversation Properties for the Welcome Series.
  5. Add Steps to the Conversation for the Welcome Series.
  6. Update Steps in the Conversation for the Welcome Series.
  7. Validate and Publish the Conversation for the Welcome Series.

Additional articles you may find helpful:

  1. Filter Welcome Series Contacts out of Marketing Sends
  2. Setting Source for a Welcome Series
  3. Limit Customer Entries in Welcome Series
  4. 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.

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