New subscriber tagging and welcome

Start engaging new subscribers.

Before you begin

Not sure where to use this template? Check out Get started with workflow templates library

About this template

Automatically tag new subscribers based on their marketing preferences and send them a personalized welcome email.

Step-by-step guide to set up this template

1

Trigger – New customer sign up

This trigger activates the workflow when a user submits a Notify me form on your store (not during checkout).

📝 Learn more about triggers: Understanding workflow triggers

2

Action – Add customer tags

Add a tag newsletter recipient to the customer.

📝 Learn more about actions: Understanding workflow actions

📝 Learn more about variables: Understanding personalization variables in email templates

3

Action – Send email

Send a personalized welcome email using a pre-created email template.

1. Enter the email subject.

2. Select the email template that you have prepared in advance.

If you don’t have an email template yet, check out Create an email template

Read more about the variables you can use in email: Available variables in email templates

By tagging new subscribers and sending a welcome email, this workflow helps you start customer engagement from the first interaction.

🌟 Pro Tip:

• Use clear and consistent tags to make customer segmentation easier.

• Prepare your welcome email template in advance: Create an email template

• Personalize the email content to improve engagement: Understanding personalization variables in email templates

Common use cases

The New subscriber tagging and welcome workflow template is commonly used when:

• You want to tag new subscribers for future email campaigns.

• You want to send a welcome email immediately after sign-up.

• You want to build engagement with new customers from day one.

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