Product Documentation

Welcome Series Campaign

Learn how to use the workflow and the master email templates to make it fit with the products you sell.

Start by watching the video below. Then feel free to jump to specific section to find the answer you need.

welcome-illustration

 

WELCOME SERIES CAMPAIGN

All enrollment triggers, delays, and emails are attached to your workflow and should look like this. Here is an example of your Welcome Series workflow.

You can choose between a couple of enrollment triggers depending on how your blog is set up. The most efficient method would be using a form that is tied to when someone subscribes.

Feel free to add or edit the delays. For example, if you want to only send on "weekdays", click the "+", then "Delay until a day or time", and then choose the days or times emails should be sent.

Welcome Series GIF


 

HOW TO EDIT YOUR WELCOME SERIES NURTURE EMAILS

  1. Hover over the module that you would like to edit and click. Alternatively, you can also click the cube icon on the left side to access a list of modules to edit.
  2. A panel will appear on the left listing the different elements you can customize, such as images, copy, text, color and more!

edit-header-body-evergreen


 

FIND YOUR COMPANY’S HEX CODE

The editor makes it easy for you to quickly customize these templates based on your branding standards. Check out this quick how to that shows how you can apply your branding colors to the email template in HubSpot.

hex codes - evergreen

 


 

ADD ALL RELEVANT SENDING INFORMATION

Once you update your email copy and branding, you’ll need to update and save the emails for automation. This makes sure your emails attached to your Welcome Series workflow are updated with your changes.

Send details

 

Have additional questions? Email us at support@campaignwizard.io.