Steps required to send a welcome email when you add a new contact to your CRM

STAGE 1 - SET UP THE WELCOME EMAIL

1. Set up a New List if you have not already done so ( Lists and Subscribers / New List)

2. Click on 'Automation Tab'

3. Screen below will ask you to build a new Journey

4. Click on Build new Journey

5. Select 'Subscriber Joins the List'

6. Select List to apply this Journey to

7. Click on "Build this Journey"

8. Add the first step in the Journey. For a welcome email - click on 'Add Email'

9. Complete fields on left hand side 

10. Click on 'Add Email Content' and select template to send 

Select email to send from your templates ( you can then amend the email once the template is selected)

11. Complete email writing and click Preview and 'Save'

12. Set your Journey to 'On'

STAGE 2 - ADDING A CONTACT TO A LIST AND SENDING THE EMAIL

1. Navigate to Contacts and Select your Contact

2. Select marketing Lists

3. Select the list to add the contact to and click save - the welcome email will be sent according to the rules you set out in the Automation Tab

NOTE - For every list you set up - you should add a new automation Journey to welcome new contacts.