Welcome flow

Welcome flow: What is it and what does it require?

A welcome flow can be set up in your Heyloyalty account regardless of license type. It’s part of our standard suite of behavioral triggers for your automations.

With a welcome flow , it’s obvious to welcome users, confirm that they’ve made the right choice (by signing up for your newsletter) and/or introduce yourself and the company from a more personal side (usually works best for smaller companies).

Setup of Welcome flow

Setup your welcome flow by clicking Automations –> Create new automation –> Create automation flow.

Name your flow and select the list in question.

Select the Subscribe trigger and click Set Trigger. In the following popup, make sure that Select subscription type remains Subscribe, after which you click Save settings. Click Next.

You will now see an empty flow. Start by building your flow by clicking on + and insert the desired element, which in this case is Email.

Fill in the information and click Create.

Choose the desired email template and design your email.

After you’ve designed your email and saved your flow, you can activate the flow by clicking Inactive in the Status column of your automation dashboard.

Type Activate in the box and click Activate

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