Build a Welcome Journey

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What You’ll Build

1. Immediate welcome with discount
2. Bestsellers after 24 hours
3. Final reminder after 3 days

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Prerequisites

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Step 1: Create the Journey

1. Navigate to Welcome Journeys in the sidebar
2. Click Create Journey (or Create a journey if the list is empty)
3. Name it: “Welcome Series - Main List”

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Step 2: Set the Trigger

• List-based: Contact is added to a specific list (most common)
• Custom field: A custom field matches a condition (with operators: eq, ne, in, not_in, exists, contains)
• Any: Any new contact, no additional conditions

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Step 3: Add Welcome Message (Step 1)

1. Click Add Step
2. Select Send Message
3. Choose your welcome creative:
   "Welcome! Thanks for signing up.
   Here's 10% off your first order: {{link1}}
   
   Reply STOP to opt out."
   
4. Bind an offer to the link

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Step 4: Add Wait (Step 2)

1. Click Add Step
2. Select Wait
3. Set duration: 24 hours

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Step 5: Add Bestsellers Message (Step 3)

1. Click Add Step
2. Select Send Message
3. Choose your bestsellers creative:
   "Discover our bestsellers!
   Shop now: {{link1}}"
   

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Step 6: Add Another Wait (Step 4)

1. Click Add Step
2. Select Wait
3. Set duration: 3 days

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Step 7: Add Final Message (Step 5)

1. Click Add Step
2. Select Send Message
3. Choose your reminder creative:
   "Your 10% off expires soon!
   Don't miss out: {{link1}}"
   

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Step 8: Add Exit (Step 6)

1. Click Add Step
2. Select Exit

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Step 9: Review the Flow

1. Send "Welcome + 10% off"
   ↓
2. Wait 24 hours
   ↓
3. Send "Bestsellers"
   ↓
4. Wait 3 days
   ↓
5. Send "Final reminder"
   ↓
6. Exit

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Step 10: Activate

1. Use the Flow / List view toggle to review the sequence
2. Fix any validation errors — they block Save until resolved
3. Click Create Journey to save (the button reads Save Changes when editing an existing journey)
4. Click Activate

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Testing Your Journey

1. Create a test contact with your phone number
2. Add them to the trigger list
3. You should receive the first message immediately
4. Wait (or ask support to accelerate) to verify subsequent steps

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Adding a Condition (Optional)

Step 4b: Condition - Clicked any link?

Yes branch → Exit (they're engaged!)
No branch → Step 5 (send final reminder) → Exit

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Monitoring Your Journey

1. Go to Welcome Journeys
2. Click on your journey
3. See:
   • Total enrollments
   • Active (in progress)
   • Completed
   • Per-step metrics

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Troubleshooting

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Next Steps