Create a welcome automation

A simple automation can send a message when a new contact signs up.

Set the trigger

In Automations, create a workflow that starts when a contact is added or when a supported sign-up event occurs.

Write the message

Prepare an email that confirms the sign-up, introduces your business, and explains what the person will receive next.

Example opening: “Welcome! Your sign-up is confirmed. You’ll now receive our resources and updates directly by email.”

Test the workflow

Use a test address, check that the trigger works, and make sure one event does not cause multiple unintended sends.