Mailchimp: Set up a welcome automation flow
Mailchimp
Demo summary
Shows the automation builder, selecting a welcome flow template, and configuring triggers and actions within the visual workflow editor.
Step-by-step
- Click on Automations on the dashboard
- Select the Welcome Flow template
- Click Edit email in builder to customize the AI-generated content
- Modify the subject line and email body
- Click Add trigger to browse or add additional starting conditions
- Add actions like sending an email or SMS
- Use rules to split the path based on specific conditions
Options
- Trigger based on a tag being added
- Trigger based on an email being sent
- Trigger based on a birthday
- Send SMS messages instead of email
- Navigate the workflow view by clicking and dragging or using zoom buttons
Watch out for
- Automations are only available in the Essentials plan and higher
Tips
- The AI-generated email is a decent start, but you should edit it yourself
- Avoid clicking 'Turn on' immediately if you need to customize the content first
- Use the Mailchimp API alongside actions and rules to create complex funnels
Highlights
“you know enough to send your first email now”
All demos from “Mailchimp Tutorial for Beginners – Learn Email Marketing in 2026”
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- 12:580:53Review Mailchimp campaign analyticsExplains how to access the campaign report to view open rates, click rates, bounce rates, and industry benchmarks.Mailchimp· Track opens / clicks / revenue (reporting)
- 13:511:51Set up a welcome automation flowCurrentShows the automation builder, selecting a welcome flow template, and configuring triggers and actions within the visual workflow editor.Mailchimp· Build a welcome / drip automation
- Watch “Mailchimp Tutorial for Beginners – Learn Email Marketing in 2026” →
Build a welcome / drip automation
- 13:511:51Set up a welcome automation flowCurrentShows the automation builder, selecting a welcome flow template, and configuring triggers and actions within the visual workflow editor.Kevin Stratvert
52:052:18Set up a welcome email automationCreating an automated welcome email triggered when a new subscriber joins the list, including setting the delivery delay.BizatWeb
0:301:35Setting up a Mailchimp Welcome AutomationThe video demonstrates navigating to the Automations tab and selecting a pre-made welcome email automation trigger for new signups.Just Kristers
10:532:44Set up a welcome automation with conditional logicDemonstrates building a multi-step automation journey that triggers on signup, includes a wait period, and uses an if/else branch based on email open behavior.Kevin Stratvert