A Welcome Series is a sequence of individual welcome emails that are sent to someone after they sign up on one of your Privy displays. This Flow is an essential part of any business’ email marketing strategy because it introduces your brand and sets the tone & expectations for your new subscribers. On average, welcome emails see an open rate of around 80% — their high engagement makes them one of the most effective messages you can send your audience. Let’s walk through everything you need to know when setting up your Welcome Series.

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Create a new Welcome Flow

To get started:
  • Navigate to Flows and click New Flow in the upper right corner.
  • Select Welcome from the menu.

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Name your Flow

To name your new Flow:
  • Click on the title in the upper left corner.
  • Select “Edit Name” from the dropdown menu.
  • Update the name and Save.

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Build your Flow

Our Flow builder allows you to fully customize the recipients’ journey. You can add and remove emails, customize the timing of each message, and even apply audience filters to target a specific group of contacts. To add a new emails, time delays, or audience filters to your Flow:
  • Hover between the blocks in your Flow until you see a blue plus sign appear.
  • Click the blue plus sign.
  • Select the desired action from the following menu.
Once your new block is added, you can edit its settings on the right side of the builder.
Need more guidance on using our Flow builder? Check out this step-by-step guide!

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Customize your settings

To customize who enters and exits your flows, select the Trigger block at the top of your Flow. Your Flows’ settings will appear on the right side of the builder:

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1. Trigger Filters

For Welcome Emails, you have the option to add the following filters to customize which contacts are allowed to enter this Flow:
  • Subscription Source: Target or exclude contacts based on how they subscribed to emails: display signups, Shopify, contact import, or manually added.
  • Subscription History: Target contacts based on whether they are first time signups, or return subscribers.

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2. Exit Criteria

Enabling this feature allows you to automatically remove any contacts who place an order while in the Flow.

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3. Entry Frequency

Control how often contacts are allowed to re-enter this flow after they’ve already received it:
  • Immediate re-entry: Contacts can re-enter this Flow without a delay.
  • Delayed re-entry: Contacts can re-enter this Flow as long as a certain period of time has passed since they last received it.
  • No re-entry: Contacts will only be allowed to enter this specific Flow once.

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Publish your flow

Once you’re happy with your new Welcome Flow, press the Publish button in the upper right corner, and your flow will start to trigger for new subscribers! You can review your Flow’s performance at any time.