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Playbooks

Welcome series

Turn a new signup into a first purchase with a warm, paced introduction — the highest-engagement email you'll ever send.

Goal

Convert new subscribers to first purchase

Trigger

New contact / opt-in

Channels

Email

Setup

45 minutes

A new subscriber is never more interested than the moment they sign up. A welcome series capitalises on that window — it consistently earns the highest open and click rates of any email you send, because the person actively asked to hear from you.

The goal isn't to sell hard on message one; it's to set expectations, deliver on any signup promise, and guide them to a first purchase over a few well-paced touches. Get this right and every other program inherits a warmer, better-primed audience.

Build it in WeZend

  1. 1

    Trigger on opt-in

    Start the journey when a contact joins — from a form, a keyword opt-in, or an import segment of "joined this week".

  2. 2

    Message 1 — welcome + deliver the promise

    Send immediately. If you promised a discount for signing up, deliver it here — from a code pool if it's a unique code.

  3. 3

    Message 2 — the story (day 2)

    Who you are and why you're different. Add a recommendations block so even the story email shows relevant products.

  4. 4

    Message 3 — nudge to purchase (day 4)

    Bestsellers or a gentle reminder of the welcome offer, with a clear call to action. Exit anyone who's already purchased.

Or draft it in one prompt

Paste this into AI Studio (or your own Claude/ChatGPT via Connect AI) and review the draft it builds:

"Build a three-email welcome series for new subscribers: instant welcome with the signup offer, a brand-story email on day 2, and a bestseller nudge on day 4 — exit on first purchase."
See how AI Studio works

Tips that make the difference

Send message one instantly. Any delay wastes the peak-interest moment.

Use smart send-time for messages two and three so each lands when that contact usually reads.

Don't discount if you don't have to. A strong brand story converts plenty of first purchases without eroding margin.

Features this playbook uses

Build this playbook free — no credit card.

  • No credit card
  • EU data residency
  • 6 channels, one API
  • GDPR built in

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