demobook

Mailchimp: Set up a welcome automation with conditional logic

Demo summary

Demonstrates 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.

Step-by-step

  1. Click on Automations in the main menu and select Welcome new contacts
  2. Click Edit email and builder to review the AI-generated content
  3. Add text containing the discount code and click Save and return to journey
  4. Click Add a journey point and select Wait for trigger
  5. Go to Marketing activity, select Opens email, and check Set a time limit to 7 days
  6. Add an If/Else journey point and select Email interaction for the specific welcome email
  7. Add a Send email journey point to the 'No' branch of the If/Else split
  8. Click Turn on in the top right corner to activate the automation

Options

  • Use AI-generated email content or manually edit in the builder
  • Trigger wait periods based on various marketing activities or specific time limits
  • Segment audience branches using different email interaction behaviors

Watch out for

  • The 'Wait for trigger' step must be configured with a time limit if you want the workflow to proceed for non-openers

Tips

  • Don't trust AI blindly with your emails; always spot check the subject line and content in the builder
  • Set the schedule to 'every day as soon as possible' to ensure new contacts receive the discount immediately upon joining

All demos from “Mailchimp Tutorial for Beginners

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  2. 5:403:31Design an email campaign with Mailchimp AI and editorShows how to use AI to generate subject lines, set a specific send time, and use the drag-and-drop editor to add logos, text, and images to an email campaign.MailchimpDesign a newsletter / email (drag-and-drop editor)
  3. 9:111:42Authenticate a custom domain in MailchimpWalks through the domain authentication process using the Entri integration to verify a custom domain for better deliverability.MailchimpAuthenticate sending domain (SPF/DKIM/DMARC)
  4. 10:532:44Set up a welcome automation with conditional logicCurrentDemonstrates 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.MailchimpBuild a welcome / drip automation
  5. Watch “Mailchimp Tutorial for Beginners” →

Build a welcome / drip automation

  1. 13:511:51Set up a welcome automation flowShows the automation builder, selecting a welcome flow template, and configuring triggers and actions within the visual workflow editor.Kevin Stratvert
  2. 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
  3. 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
  4. 10:532:44Set up a welcome automation with conditional logicCurrentDemonstrates 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