Articles on: Email Automations

How to Send Welcome Email to New Users

Welcome Email Automations in Poptin allow you to automatically send greeting and onboarding emails to new subscribers as soon as they join your list. Once configured, new contacts will instantly enter the automation flow and receive the right welcome emails at the right time


This guide will walk you through how to create a welcome email automation from scratch.


  1. From your Poptin dashboard, go to the left sidebar and click on Automations under the Email section and Click on "Start From Scratch"



  1. Click Start From Scratch in the top right corner of the page. Enter a name for your automation in the dialog box and click on Create Automation to open the automation canvas.


Note: Pre-built templates are also available via Create From Templates and are coming soon. Once live, they will let you start with a ready-made flow and customize it to your needs.



  1. Once you're on the canvas, you'll see the select "Contact Activity Trigger” option at the top. Click on it to open the trigger selection panel.


For sending welcome emails to new subscribers, you can use the Contacts Subscribed / Confirmed trigger under the Contact Activity category. This trigger automatically adds contacts to the automation flow as soon as they subscribe or confirm their subscription, making it ideal for onboarding and welcome email sequences.




After selecting the “Contact Subscribed / Confirmed” trigger, this configuration window will appear.


Here, you can define the contact source and choose which contacts should enter the automation flow.


  • Source – Select where the subscribers are coming from, such as Poptin, Shopify, Wix, Imported contacts, or Manual additions. You can choose one or multiple sources depending on your setup.
  • Who should enter this automation? – Choose the audience segment that should receive the welcome email automation. You can target:
  • New Contacts
  • New Subscribers


Once configured, any contact matching the selected source and audience conditions will automatically enter the automation and receive the welcome email flow.




  1. With your trigger set, click the + button below the trigger node to start adding steps to your flow.


Since welcome emails are typically sent immediately after a user subscribes or confirms their subscription, you can use the Send an Email action right after the Contacts Subscribed / Confirmed trigger in the automation flow.


This allows you to automatically welcome new users as soon as they join your list. You can customize the subject line, sender name, preheader text, and design the email using Poptin’s drag-and-drop editor or select an existing template to create your welcome email quickly.



  1. When you add a Send an Email action to your flow, you'll be prompted to set up the email details and design the email itself.


You'll need to fill in:


  • Email Name - An internal label for this email (not visible to contacts)
  • From Name - The sender name your contacts will see in their inbox
  • From Email - Your connected sending address
  • Email Subject - Supports personalization tags like {CONTACT_FIRST_NAME}
  • Pretext - A short preview line shown below the subject in most email clients


Once the details are set, choose how to design your email:


  • Choose an existing draft email template - Select from your saved templates in the library


  • Start from scratch - Build a simple text-only email, or use the drag-and-drop editor to design from the ground up


Learn more about the email editor here.


Note: You can preview your email on desktop and mobile inside the editor before saving.



  1. After clicking “Select” for the Choose from Existing Template option, you will be presented with a list of all your previously created templates.


From this list, locate and select the Welcome Email template. This ensures that the automation will use your pre-designed welcome email for new subscribers.



After selecting your Welcome Email template, you can make any desired edits to the content using the editor. This includes modifying text, images, buttons, or layout blocks.


Once you’ve finished making your changes, click “Done Editing” at the top right corner to save your updates and return to the automation setup. This ensures that all your customizations are applied before the email is sent to new subscribers.




Once you’ve finished editing and customizing your Welcome Email template, you need to activate the automation so that it starts sending emails to new subscribers.

To do this:


  1. Toggle the automation switch to ON.
  2. A confirmation popup will appear asking: “Turn on this automation?”
  3. Click “Save and Turn On” to activate the workflow.


Once enabled, the automation will automatically run for all contacts that meet the trigger conditions (in this case, new subscribers who are confirmed). You can turn it off anytime if you need to pause or make changes.



Your automation setup is now complete and successfully activated.


You will now be able to see the automation listed under the Automations section, along with its performance details such as:


  • Entered – Number of contacts who entered the automation
  • Completed – Contacts who completed the workflow
  • Opened – Number of email opens
  • CTR – Click-through rate for the email


From this screen, you can also:


  • Turn the automation ON/OFF anytime
  • Edit the workflow or email content
  • View the automation overview and statistics
  • Track engagement and performance in real time


Your Welcome New Users automation is now ready and will automatically send welcome emails to newly subscribed/confirmed contacts.




Note: You can turn an automation off at any time by toggling it back to OFF. This will stop new contacts from entering.



Updated on: 02/06/2026

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