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Welcome new subscribers

Send multiple messages to your customers after they sign up to your newsletter

Wioleta Jednaka avatar
Written by Wioleta Jednaka
Updated this week

At edrone, we are big fans of Email Marketing, because we see everyday the positive impact it has on our clients’ bottom lines.

In order to implement an Email Marketing strategy, you need two elements:

  1. A way to convert visitors into subscribers, which can be a regular form in a Landing Page, Web Layers or Pop-ups; and

  2. A way to effectively engage them with your messages.

The best way to do this is through automation — more specifically, with edrone’s Newsletter Subscription scenario.

How to set up Welcome new subscribers scenario

To get started, log into your Mission Control and go to Automations -> Ready Flows -> Welcome new subscribers.

Step 1: Opt-in

The first step requires you to select a subscription model. Click here to see what the subscription models are. Go into settings and select your model. Depending on which model you chose, you will see one or two messages that you can open and edit.

Step 2: Edit message settings

Click on the thumbnail box of the message you want to edit. In the section on the right you will set the sender, title and preheader of the message and additional settings such as UTMs:

From here you can also edit the message draft by clicking Edit design:

Step 3: Coupons (optional)

You can add a discount coupons to your emails. Open the message you want to add the discount code to. Drag the COUPON element, which you can find on the right, into the message:

After adding the element to the message, click on the coupon in the creation - an editing panel will appear on the right. Select the Edit coupon button on it:

If there is already a pool of coupons on the list that you want to use, select it and Confirm your selection:

If you do not have a pool of discount coupons added to your list yet, you can easily add them from here.

Click the Settings button:

Select Create new:

In the next step, name your pool and choose the type of coupons. You can use static or dynamic coupons. If you have selected static coupons, also complete the Coupon code:

Once you have selected all the settings, confirm adding a new coupon pool by clicking the lower right button Create new:

The new coupon pool will appear on the list:

If you choose the dynamic discount coupons option click on the pencil and upload file here:

File should be uploaded to the system in this section in a CSV file, UTF-8 encoding after creating the pool.

NOTE: Remember that discount codes are activated in your shop platform.

When everything is ready Close the editing window:

Select the newly added Coupon pool from the list and Confirm selection:

Step 4: Introduction Messages (Optional)

You can set up to a maximum of four messages and set a send time for each message.

NOTE: If you set Introduction Messages, they will be sent to the customer only after the Confirmation Message and Welcome Message have been received (this depends on which subscription model you are using).

If you are using the Double Opt-In model and the customer does not confirm the subscription, they will not receive Introduction Messages. Introduction messages are an additional option that allows you to send as many as 6 automatic emails to new subscribers (including subscription confirmation and welcome messages in the Double Opt-In model).

Step 4: Introduction Messages (Optional)

You can set up to a maximum of four messages and set a send time for each message.

NOTE: If you set Introduction Messages, they will be sent to the customer only after the Confirmation Message and Welcome Message have been received (this depends on which subscription model you are using).

If you are using the Double Opt-In model and the customer does not confirm the subscription, they will not receive Introduction Messages. Introduction messages are an additional option that allows you to send as many as 6 automatic emails to new subscribers (including subscription confirmation and welcome messages in the Double Opt-In model).

How do I set up introduction messages?

Add messages by clicking on the last box with a plus:

After adding the introductory messages, you will see a field for configuration where you can set the sending time:

Click the field of the introductory message:

From here you can select message settings and edit its design:

Step 5: Tags messages (optional)

Przejdź do ustawień i rozdziel komunikację w zależności od tego, gdzie rejestrują się Twoi klienci. Twórz niestandardowe wiadomości powitalne lub potwierdzające dla określonych formularzy rejestracji. Wybierz tag powiązany z formularzem, a następnie łatwo edytuj wiadomości. Jak to zrobić?

Select from the list which tags you want to use:

After selecting tags, you will be able to see the path for each of them and edit the settings for each message. For each tag, you can create a different message design. To do this, select the tag you want to edit from the list:

Default - this group includes people who sign up for the newsletter, but do not have one of the active tags assigned. Such people will receive a message after signing up from the Default path.

If you have selected all your settings, sent yourself test messages and everything is working as it should, click Run and enjoy your new automation.

Step 6: Test message and run automation

If you have already selected all the settings, send yourself test messages and see if it works as expected, click Run and enjoy your new automation.

Step 7: Reports

Ah, but we're not completely done. You need to see how your automation is performing! To do that, go to the Report:

The "Reports" section consists of four tabs: General, Email, SMS and Orders,

The General tab shows key metrics, such as revenue and overall performance data. The Email and SMS tabs present detailed statistics, including the number of messages delivered, their opens and clicks, and statistics on unsubscribed users.

The Orders tab provides details of specific orders, including customer data and the products they purchased.

You can filter orders using parameters such as When Clicked, When Opened, When Delived:


Need more help?

If you have any further questions about the Newsletter Subscription scenario, please do not hesitate to contact us at hello@edrone.me

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