Some emails should just send themselves. That is exactly what TouchBasePro's journey builder is for.
Follow the video walkthrough or work through the steps below.
How to set up a welcome journey in 10 steps
- Log in to your TouchBasePro account and click Send an email campaign.
- Click the green Create a new journey button.
- Select Create a new journey under the 'Build your journey' section.
- Name your journey and select Subscriber joins the list as your trigger.
- Choose the list your journey will apply to. This list must have a sign-up form linked to it. Click Build your journey to continue.
- Click the + icon to add your first step, then select Email.
- Name the step, add a subject line, and enter a from name. Click Add email content to open the template builder, where you create the email as you would any normal campaign.
- Click Save to lock in your first step.
- Add more steps by clicking + again in the journey builder. Repeat as needed.
- When you are happy with the sequence, click Turn journey on and let it run.
Frequently asked questions
- What trigger should I use for a welcome journey in TouchBasePro?
- Select 'Subscriber joins the list' as your trigger. This fires the journey automatically whenever a new contact is added to the chosen list.
- Does the list I select need a sign-up form?
- Yes. The list you attach your welcome journey to must have a sign-up form associated with it before you can build the journey.
- Can I add more than one email to a welcome journey?
- Yes. After saving your first email step, click the + icon in the journey builder to add further steps. You can build out a multi-email sequence before activating it.