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Welcome Series Automation
Welcome Series Automation

Make a strong first impression

Amanda Payne avatar
Written by Amanda Payne
Updated over a week ago

More impact with less work. That's the driving force behind our simple yet effective Welcome Series automation.

Admittedly, we don't rely on the hard sell - we're more about helping store owners build customer relationships and generating conversions through touchpoints, to borrow an old sales expression. How many touchpoints are required to generate a sale? Probably more than you think. That's why the Welcome Series automation is essential - it's the start of a long conversation with your customers.

What is the Welcome Series automation?

When a customer fills in a popup form, tinyAlbert adds the user's contact info to your Welcome audience and then sends them an email notification. The notification contains a simple message to say thanks for joining the list. There's also a link to your store. If the Welcome audience is not present in your account, tinyAlbert automatically creates that list when you enable this automation.

Enabling the Welcome Series automation

  1. Log in to your store and click tinyAlbert AI Marketing on the side menu.

  2. Click Automations.

Go to the Welcome Series card and choose an action.

  1. Preview the message.

  2. Learn about the message.

  3. Activate the automation.

tinyeinstein easy automation activation

Previewing the Welcome Series automation

Click the Preview link to see how the message appears on desktop monitors and mobile screens. Click Regenerate, and tinyAlbert creates a new design option.

Learning about the automation

Get more information by clicking the three dots. You can click Regenerate layout to change the design or click Information. A new window displays information about the automation and performance stats.

  • Click See reports to review revenue figures for this automation.

Welcome series email automation data

Activation

To enable the automation, switch on the toggle. (When enabled, the word Deactivate displays.) To stop sending the Welcome Series message, switch off the toggle.

tinyeisntein welcome automations

tinyAlbert has a Welcome message automation pre-loaded with a 10% discount. Click here to learn about that one. I encourage you not to enable both Welcome automations at the same time.

That's it.

Now you know how to manage the tinyAlbert Welcome Series automation.

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