What you need
- A way people join — a popup, a form, a first order, or an event you send
- Email, on the Free plan. Push is a useful second step for anyone who accepted notifications
Set it up
Set up a welcome series: capture the email on site, welcome them by email an hour later, then a push a few days afterThree steps, spread out, is the shape that works for most businesses. Not because three is magic — because each one has a different job.
What to actually say
The second message is the one people get wrong. It is not a company history.We roast on Tuesdays, so anything you order midweek was roasted this week. Most people start with the Ethiopian. Reply to this email if you want a recommendation — it comes to me, not a helpdesk.That does three things: gives them a fact worth knowing, removes the paralysis of choosing, and makes replying feel possible.
Do not put a discount in every step. If all three messages carry an offer, you have taught someone in their first week that there is always an offer. Put value in the middle message and let it do the work.
What actually happens
Everyone who joins from now on enters the sequence at step one and moves through it on their own schedule — the person who joins tonight gets their second message an hour later, whatever anyone else is doing. Anyone already on your list is untouched. A welcome series only ever applies going forward.Launch it
Launch the welcome seriesThen it runs for every new contact, indefinitely, until you pause it.
Check on it
How is the welcome series doing?The number to watch is what happens after the third message — did they come back, order, book. High opens across all three and nothing afterwards means the sequence was pleasant and asked for nothing.
Related
Grow your customer list
Getting people onto the list in the first place.
Ask for reviews
The next moment worth catching.
Win back quiet customers
For when the welcome worked and then they drifted.
What to ask Hamla
More ready-made asks.