Create a Welcome Series Automation

   Tip: Select any of the images or GIFs in this article for a closer look.
   Check out Postscript Roots! If you're new to SMS or need a refresher on the importance of SMS marketing, check out our Postscript Roots channel for the latest video tutorials and series that walk you through what you need to know to master SMS marketing.

Automations allow you to create multi-stage communications triggered by a certain event (e.g., subscribing to texts, abandoning a cart, etc.) Automations run automatically in the background and are a great way to keep customers engaged.

How Welcome Series Automations Benefit You


  • You can welcome a subscriber to your brand and your SMS experience.
  • Establish the voice and character of your brand.
  • Offer a welcome promotion code.
  • Educate your subscribers on your brand and mission.
  • Invite subscribers to add you to their contact list by including a contact card.

Create a Welcome Series Automation


Choose Your Automation Trigger Write Your Message(s)

  1. Select Messaging in the side menu of your Postscript dashboard, then select Automations.
  2. Select Create Automations in the top-right corner of the page.
  3. Select Custom Automation.
    • Want to use a template? Go for it! You can search for our Welcome Series template in the search field in the top-right corner of the page. The template comes loaded with the correct triggers and a basic message to get you started.
  4. Give your automation a Name. If you're creating specific Welcome Series for different sources (e.g., a giveaway form, a specific keyword, etc.), you might want to include that in the name.
  5. Select Subscriber Created (Popup, Keyword, API) from the Automation Trigger drop-down.
  6. Under Cancellation Trigger, select Yes. Set your cancellation trigger as Checkout Started.
    • Why? Once a subscriber starts the checkout process, they move into your abandoned cart automation flow. Creating a cancellation trigger ensures they don't receive too many messages.
  7. Select Save & Continue to Messages in the bottom-right corner of the page.

Advanced Welcome Series Automations


Looking for ways to level up your welcome series? We've created a few walkthrough videos that will show you just how easy it is to add different incentives, educate your subscribers, and target specific groups of subscribers.

Add Differnt Incentives Educate Target Specific Subscribers Strategies

Extra Resources


  • Fantastic Texts. Need some inspiration? Check out some real-life customers and how they interact with their subscribers. Here are some examples of Welcome Series messages.
  • Create a Custom GIF. Want to create a GIF that features your products? It's easy. Learn how in this article.

Get Support


Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

Need ongoing channel strategy guidance? Please fill out this form and we'll connect you to one of our certified partners.

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