Setting up a welcome campaign

If you want to encourage your new customers to opt-in to receive commercial messages, or to join your loyalty program(s), you may consider a message chain operation like the welcome pack.

The idea is to send to each new contact one message at a time, to offer them the ability to confirm the email address, phone number, or to join your newsletters and loyalty programs.

👉 To create a welcome pack or a simple welcome campaign, you shall follow the steps below.

#1 - Adding variables to your design

You can find below a design that customizes the greeting depending on whether or not the contact has entered his/her name.

{% if contact.firstname != "" %}
Hello {{ contact.firstname }},
Welcome aboard! We are delighted to have you.
{% else %}Hello,
Welcome among us!
{% endif %}

Multi-language messages:

You can use the conditional blocks to manage multiple languages at once in the same message.
Here is an example of message handling multiple languages:

{% if contact.language == "fr" %}
Profitez de nos écoles spéciales en France !
{% elsif contact.language == "es" %}
¡Disfruta de nuestras ofertas especiales en España!
{% else %}
Discover our special offers worlwide!
{% endif %}

#2 - Creating the campaign

To add a new contact to your welcome campaign, follow these steps:

  1. Go to Automations and click Create Campaign

  2. Give your campaign a name, choose the creation mode Start from scratch, and select the Trigger campaign

  3. In the Builder, when you start creating your campaign, click Edit starting point and choose a trigger. To create a new contact in the database, select the Create contact trigger, while when a contact subscribes to a list, select the Welcome contact. If you wish, define the repeatability and an exit condition for your contacts

  4. Add additional conditions if necessary, such as a condition related to a date and time

  5. Select the communication channel (SMS or email), then choose your design

#3 - Creating a welcome pack using the campaign category (optional)

👉 For Trigger campaigns, it is not possible to add a sequence directly to the campaign scenario. However, it is possible to create a follow-up campaign linked to the first one using the campaign category (image 1). You add your campaign category when you insert your design, in Action Settings > Campaign / Action Category.

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👉 Once you have created your campaign, you will be able to create a follow-up using a new filter calling the campaign category used previously. For example here: you need to create a contacts filter which matches contacts who opened the email confirmation message earlier in the chain (image 2).

Notice the time constraint set here, which means that only the contacts who opened the email within the last 24 hours will be targeted by the new campaign using this filter (which is perfect if the follow-up message is set up to go once per day).

Our tips to time your campaign well

The data import frequency to consider:

  • Through SFTP/Data Hub: you will hit your customers the day after. We would recommend scheduling your campaign to start early in the morning (as soon as your customer checks their phone or just after breakfast. 8.00 – 9.30 AM): keep in mind that the start date of your campaigns shall be always after the data has been synced in Splio.

  • Through API: you can hit your customers in real time, right when the event has happened (a few seconds | minutes after they fulfilled a condition or an event).

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Different strategies:

The different one:

  • Asking subscribers to follow you on social media, encouraging to follow the brand on Twitter and Facebook.

  • Asking subscribers to add you to their “safe senders” or contact list.

  • Asking extra info by form (interests, city, birthdate, etc) to personalize the interactions with your customers. This is known as “progressive profiling” for improving the user experience and gaining more information on your database.

The organized one:

  • Telling recipients what to do next by introducing a “getting started” kit.

  • Offering products or services in your welcome email.

  • Giving a gift to your subscribers.  

The standard one:

  • Using the word “welcome” in the subject line or, alternatively, a powerful subject line for higher email open rates (speaking directly to you).

  • Playing around with personalization: introduce subscribers to your social media channels, engage immediately with photos of your brand community, show your uniqueness though the use of colors, images and words specific to your brand.

  • Putting an e-commerce storefront in your email to boost online conversions while welcoming your newly subscribers.