Create a Welcome Series Automation Flow

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Automation flows are the perfect way to create and send multi-stage communications triggered by a certain event (e.g., subscribing to texts, abandoning a cart, etc.).

How a Welcome Series Benefits You

  • Introduce your brand. Use your welcome series to introduce your brand's SMS experience, establish brand voice, or educate subscribers on your brand or mission.
  • Send coupons for signing up. Use your welcome series as an opportunity to send subscribers a discount or promotion code after signing up for your SMS program. 
  • Interact with your subscribers. Welcome series can also be used as an opportunity to learn what products your subscribers are interested in so you can send an automated, personalized product recommendation in return. 
  • Share your brand's contact card. Invite subscribers to add you to their contact list by including a contact card in your first welcome series message.

Create a Welcome Series Flow

Get Started Set Automation Properties Build Your Flow

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    1. Select Messaging in the side menu of your Postscript dashboard, then select Flow Builder.
    2. Select Create Flow in the top-right corner of the page.
    3. Select Use a template or select Create a new flow.
    4. Choose Automation as your flow type. Then click Create Flow.
    5. Name the automation. Choose a name that will allow you to easily identify your Welcome Series and track this flow in the future.

Types of Welcome Series

Opportunities for developing unique Welcome Series flows are endless. Here are a few types of Welcome Series we love for their creativity and conversational approach.

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Subscribers are most engaged with your SMS program during the first 30 days they are subscribed. Take advantage of this window by using Event Branching to provide subscribers with personalized product recommendations when they are at the highest buying intent of their subscriber journey.


  • Can I add a trigger filter to my automation properties? Trigger Filters are not supported when using the automation trigger Subscriber Created. 
  • Can I add a subscriber frequency filter? The trigger for a Welcome Series is Subscriber Created. While an individual can opt out of your SMS program and then opt back in, they can only be created once on your SMS list. Because a subscriber profile can only be created once ( and their profile indicates if they are active or inactive), the welcome series has a default once-per-subscriber setting. In other words, no subscriber frequency is needed when using the trigger Subscriber Created.
  • Will my Welcome Series send to manually uploaded subscribers? A Welcome Series is triggered when a subscriber is created by a keyword, popup, or through our API (think: integrations). The subscribers you manually uploaded to your account will not receive your Welcome Series. If you'd like to send these subscribers a message, consider requesting a subscriber tag on the upload form, and then sending this list a campaign. Check out more information here.

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