Write and load your welcome sequence

You will write a full welcome sequence and set it up as an automation triggered by signup.

At this point you have a plan for your welcome sequence from lesson 4.2 and a sense of how each email should read from lesson 4.3. What you probably do not have yet is the emails themselves, loaded into your tool so they go out without you. That gap is where many sequences stall: half-written drafts in a notes app, and new subscribers getting nothing but the lead magnet.

This exercise closes the gap. You will write the whole sequence, load it into your email tool as an automation triggered by signup, and test it from the first email to the last. Set aside about forty-five minutes for the build, plus the time the sequence takes to run during testing.

Step 1: Draft every email in one document

Open a single document and write all the emails there, one after another, before touching your email tool. For each one, write the subject line, the preview text if you know it, the body, and the single link.

Writing them in one place lets you read the sequence the way a subscriber will meet it, in order. You will catch things you would miss writing them one at a time inside the tool: the same story told twice, a tip in email two that contradicts email four, a jump from friendly to formal halfway through. Read the whole document aloud once. Anything that makes you wince will make a subscriber wince too.

Step 2: Make each one short enough for a phone

Most of your subscribers will read these emails on a phone, often in a spare minute on the MRT or in a queue. Aim for each email to take under a minute to read. For most welcome emails that means a few short paragraphs.

Cut ruthlessly. If an email covers two ideas, split it or drop one. If the opening paragraph is about you, move the useful thing up. Priya's first drafts ran to four or five hundred words each. Her final versions were around half that, and they read better for it.

Step 3: Build the automation in your tool

Every email tool names this slightly differently. You might see automation, flow, workflow, journey or sequence. The pieces are the same.

Set the trigger first. This is the event that starts the sequence: someone joining through the signup form you built in lesson 2.4, or the tag or list that form adds them to. Using the tag from lesson 2.4 means that if you add a second form later with the same tag, its subscribers get the welcome sequence too.

Then add the emails in order, with a delay before each one after the first. The delays should match the days in your plan. Paste in the text from your document. Set the sender name and reply address to a real person and an inbox you check.

Add an exit condition if your tool allows it: anyone who buys or books leaves the sequence. If your tool cannot do this directly, a common workaround is a tag added on purchase, with each later email skipped for contacts who have that tag. Module 7 covers exits properly.

Finally, check what happens when the sequence ends. The subscriber should carry on to your regular newsletter list once the last welcome email has gone.

Step 4: Test the whole sequence as a subscriber

Sign up through your live form with a personal address, the way you tested in lesson 2.4. Some tools let you shorten the delays for a test contact, or send each email in the sequence to yourself as a preview. If yours does not, a temporary copy of the automation with delays of a few minutes works for testing. Switch the copy off afterwards.

As the emails arrive, read them on your phone, in order. Check the sender name, subject and preview text in the inbox view. Click every link. Reply to the email that asks for a reply and make sure your answer reaches an inbox you read. Look for anything that reads oddly in sequence, such as an email that says "yesterday I sent you" when the gap is two days.

Fix what you find, then run the test once more.

As a worked example, Mei Ling's sequence ended up with four emails. Day 0: her ordering guide, a two-line hello and a request to reply with the date of the next family celebration. Day 2: the three details she needs for any custom cake order. Day 4: how she started baking from her Punggol kitchen, with a photo of a recent cake beside the customer's reference picture. Day 6: her starting price, how far ahead to order, and one link to the order form.

Her test showed one problem. The day 6 email had gone to her test address even though she had placed a test order on day 3. The exit condition was set on the wrong tag. She fixed it, ran a second test, and the day 6 email correctly did not send.

What done looks like

Your welcome sequence is live in your tool, triggered by your signup form or its tag, with three to five emails, delays matching your plan, and an exit for buyers. You have received every email in a test run and fixed what read oddly. Keep the test emails from your final run, because the activity below asks you to save them as your record of the finished sequence.

Load a three to five email welcome sequence into your tool, trigger it with a test signup, and save the test emails as your record.

Course

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