Knowledge Base

Marketing Cloud

Welcome Journey Template

Usage Scenario

You want a simplified way to automate the process of sending out a series of welcome emails to your new subscribers. The welcome emails are a great opportunity to introduce your business, build a personal connection, and help with using your products or services.

📋 Note: Learn about Journey Templates, see Journey Templates: Overview.

Before You Begin

In order to use the Welcome template to set up a Journey, you must already have:

Contact lists that are to be used to trigger the Journey. To learn about contact lists, see Introduction to Contact Lists.
Email Content to be used in the emails. To learn about email content, see Content Builders: Overview.

Step-by-Step Process

Setting up a Welcome Journey is simple with the use of the template and requires you to perform two steps. In step 1, you configure your Journey settings and then in step 2, you set up the trigger for the Journey and content for emails to be sent.

The following steps show how to create a Journey using the Welcome Template:

In step 1 (Settings for Welcome Journey), enter a name for your Journey in the Journey Name text box.
Optionally, enter an end date and time for the Journey in the End Date and End Time fields respectively. If you specify a date and time here, the Journey becomes inactive on the specified date and time.
Optionally, select the Enable Journey checkbox to activate the Journey at the time of creation. If the checkbox is selected, the Journey becomes active right after it is created.
Optionally, select the Retrigger Journey checkbox to enable retriggering of the Journey. If the checkbox is selected, the Journey is retriggered for the contacts who have already finished the Journey if they match the trigger criteria again.
Click Next to go to step 2.
In step 2 (Setup for Welcome Journey), enter the sender's name in From Name text box and the sender's email address in From Email Address text box. The name and email address you specify here is used in the welcome emails.
Next, set up the trigger for the Journey by selecting one or more contact lists from the Select List drop-down list. A trigger here refers to the event that begins the journey for a contact. For a welcome journey, the trigger event is when a contact is added to any of the specified lists. So, as part of setting up the trigger, you must select the lists.
In the Set Up Content section, select the content for the emails to be sent. Following the industry standard, Marketing Cloud enables you to send out three welcome emails.
📋 Note: The delay between each of these emails is 1 day.
- Email 1: Introduction: Select the content for the first email. We recommend using email content to introduce your business and services.
- Email 2: Expectations: Select the content for the second email. We recommend using email content to set clear expectations.
- Email 3: Expectations: Select the content for the third email. We recommend using email content to talk about how your business can help them.
Click Finish to create the Journey.