Help guide

Create a welcome journey

Updated June 10, 2026

Create a welcome journey

A welcome journey helps new leads, members, students, buyers, or clients receive the right first follow-up.

What this feature is for

  • A welcome journey helps new leads, members, students, buyers, or clients receive the right first follow-up.

When to use it

  • Someone joins a list, submits a form, registers, buys, books, or becomes a customer.
  • You want onboarding to happen reliably.

Do it manually

  1. Open Engagement and create a Journey.
  2. Choose the Audience or event trigger.
  3. Write the first helpful message.
  4. Add waits and follow-up messages only when useful.
  5. Check sender, audience, unsubscribe, and timing before starting.

Ask Faster AI

Create a welcome journey for new [leads/customers/members]. Include a first email, one follow-up, timing, and what I should review before it goes live.

Review before saving or publishing

  • Preview the audience count and a few sample recipients.
  • Check sender, subject, links, unsubscribe behavior, and timing.
  • Use a readiness check before sending, starting, or publishing a customer-facing campaign.

Common mistakes and fixes

  • If the audience is empty, check list membership, rules, and contact email addresses.
  • If an email cannot send, confirm sender setup and subscription group readiness.
  • If reporting looks quiet, remember that recent delivery and open activity can take time to appear.

Placeholder media

  • Screenshot placeholder: Replace with an annotated screenshot of create a welcome journey.
  • Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

Sunny Arora

Written by

Sunny Arora

Get technical deep dives delivered to your inbox

Join creators and developers who get exclusive insights, tutorials, and behind-the-scenes content every week.

No spam. Unsubscribe anytime.

Continue Exploring

You might also enjoy