Back to Blog
How-To GuidesJanuary 11, 20268 min read
Creating an Automated Welcome Message Workflow
Build an engaging welcome sequence that introduces new contacts to your business.
First impressions matter. An automated welcome workflow ensures every new contact gets a great introduction.
Planning Your Welcome Sequence
Message 1: Immediate Welcome
Send right when they first message. Thank them for reaching out, introduce your business.
Message 2: Value Proposition
Send after a delay. Explain how you can help them.
Message 3: Call to Action
Invite them to take the next step: browse products, book a call, etc.
Building the Workflow
Create New Workflow
Go to Workflows > New Workflow.
Set Trigger
Choose 'New Contact' as the trigger.
Add First Message
Add a 'Send Message' action with your welcome message.
Add Delays
Use 'Wait' actions between messages. Try 1 hour, then 1 day.
Add Follow-ups
Add your second and third messages after delays.
Testing
Create a test contact and trigger the workflow. Verify timing and content.