Welcome Email Automation Setup

Service Scope

Welcome Email Automation Setup is a fixed-scope email automation service for one business, one email marketing platform, and one welcome flow with up to three automated emails.

Create an automated welcome journey that introduces new subscribers or leads to the business immediately after an approved signup or enrollment event.

Define the Welcome Journey

We review the enrollment source, subscription requirement, audience exclusions, timing, personalization data, and the role of each welcome message.

• Signup or enrollment trigger
• Subscription eligibility
• Welcome sequence objective
• Timing between messages
• Suppression and exit rules

Build the Welcome Flow

We configure one welcome automation with up to three approved emails and up to seven native workflow actions supported by the selected platform.

• 1 welcome workflow
• Up to 3 automated emails
• Up to 7 workflow actions
• Basic personalization and fallback values
• Enrollment, suppression, and exit rules

Testing and Validation

We test representative contacts through the enrollment path and verify timing, email content, personalization, exclusions, and completion behavior.

• Trigger test
• Email preview review
• Delay and sequence validation
• Suppression check
• Representative contact test

What's Included

• 1 welcome workflow
• Up to 3 automated emails
• Up to 7 workflow actions
• Enrollment and exclusion rules
• Basic personalization
• Testing and activation
• Implementation summary

Client Requirements

The client must provide the access, content, data, and approvals needed to configure and test the automation.

• Administrator or workflow access to the selected email marketing platform
• An active plan that supports the requested automation features
• Permission-based contact data with accurate subscription status
• Final approved email copy, brand assets, links, and offers
• Accurate contact, customer, event, or commerce data required by the trigger
• Representative test records
• Timely review and written approval before activation
• A working signup source, form, segment, or other supported enrollment trigger

Delivery and Revisions

Standard delivery is 4–6 business days after all required access, content, data, and approvals are received. Platform processing, integrations, and data availability may extend completion.

One consolidated correction round is included when requested changes remain within the approved scope. New emails, new branches, new triggers, replacement content, or materially different workflow logic are quoted separately.

Important Scope Boundaries

The following items are not included unless specifically stated:

• Custom template design
• Advanced lead scoring
• Complex multi-path branching
• More than 3 emails
• Email marketing platform subscription, add-on, or third-party application fees
• Purchased or scraped contact lists
• Original legal, privacy, or regulatory advice
• Guaranteed inbox placement, engagement, leads, conversions, retention, or revenue
• Work outside the stated quantities or workflow logic