MailerLite: Set up an automated welcome email sequence

Metics Media·Dec 2024

Demo summary

Demonstrates building a visual automation workflow triggered by group joins, including delays, multiple emails, and conditional branching based on user activity.

Step-by-step

Navigate to the Automation tab and click Create
Select Start from scratch and name your automation
Set a trigger by choosing When a subscriber joins a group and selecting the specific group
Click the plus icon and select Email to add the first message
Configure the email details and click Design email to create the content
Add a Delay step via the plus icon and set the duration
Add a Condition step to split the workflow based on activity like email opens or link clicks
Define different actions for the Yes and No paths of the condition

Options

Use pre-made automation templates instead of starting from scratch
Use the rich-text editor or other design tools for email creation
Set conditions based on workflow activity, such as if any link was clicked

Watch out for

The automation trigger must be set before building the rest of the sequence

Tips

Use the email name field for internal organization; it is not visible to contacts
Personalize subject lines by adding the recipient's name
Use delays to space out content, such as sending course materials once a week
Send targeted follow-ups by checking if users clicked a specific product link and routing them to different email paths based on interest

Highlights

“you can set up everything once right here in the automation feature, and then every student will just go through the course on their own time, and you don't have to worry about sending them the course material at the right time.”

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30:224:32Set up an automated welcome email sequenceCurrentDemonstrates building a visual automation workflow triggered by group joins, including delays, multiple emails, and conditional branching based on user activity.MailerLite· Build a welcome / drip automation
Watch “MailerLite Tutorial for Beginners 2026 - Step by Step Email Marketing Guide” →

Build a welcome / drip automation

9:257:08Setting up an automation workflowThe video shows how to create a welcome email sequence, including setting triggers (joining a group), adding time delays, and designing the automated emails.Matt Crawford
30:224:32Set up an automated welcome email sequenceCurrentDemonstrates building a visual automation workflow triggered by group joins, including delays, multiple emails, and conditional branching based on user activity.Metics Media
3:120:19Setting up email automation workflowsThe presenter navigates to the automation tab to show how to create workflows for welcome emails, retargeting, and birthday wishes.BrandLens Consulting
18:295:49Setting Up an Automation WorkflowShows how to use the automation builder to trigger emails based on form signups, including setting wait times and adding email steps.EB