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
- Select Messaging in the side menu of your Postscript dashboard, then select Automations.
- Select Create Automations in the top-right corner of the page.
- 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.
- 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.
- Select Subscriber Created (Popup, Keyword, API) from the Automation Trigger drop-down.
- 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.
- Select Save & Continue to Messages in the bottom-right corner of the page.
- On the message screen, you can customize one or more messages in your welcome series.
- What can you customize?
- Add a tag that will be replaced with a subscriber's name in the text.
- Provide a discount code.
- Link to your store.
- Add images or GIFs.
- Include emojis.
- Set how long each message should wait before sending.
Once you Save your welcome series, make sure to select the Enabled toggle to turn the automation on.
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