How to set up a Welcome Email to your clients and new subscribers with Zapier

  • Updated

In this article, you will learn how to automate a Welcome Email to your clients and new subscribers. 

 

IN THIS ARTICLE

1. Sending Email to New Users

2. Sending Welcome Email to New Subscribers

 

Don't have a Zapier account yet? Set it up here.

 

How to set up a Welcome Email to your clients and new subscribers with Zapier

 

1. Sending Email to New Users

What do you need?

  • Zapier account
  • An automation platform like ActiveCampaign

What to do?

1. Log in to your Zapier account. On the upper left corner of the page, click on Create Zap.

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2. Name your Zap as this is the subject line your subscribers will receive.

  • Example: Welcome to (your app name)!

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3. Set up a trigger by typing Passion.io in the dropdown field of the apps. Select Passion.io BETA.

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4. Next, choose Account Created from the dropdown of Trigger Event.

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5. Finish all the required fields under the Trigger section.

 

6. Add Action by choosing your automation platform like ActiveCampaign

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7. Finish all the required fields under Action.

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8. After completing all fields under Action, you can now test the action.

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9. Turn the Zap on by clicking the ON button on the upper right corner of the page:

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2. Sending Welcome Email to New Subscribers

 

 

What you need?

  • Zapier account
  • An automation platform like ActiveCampaign

What to do?

1. Log in to your Zapier account. On the upper left corner of the page, click on Create Zap.

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2. Name your Zap as this is the subject line your subscribers will receive.

  • Example: Thank you for purchasing! 

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3. Set up a trigger by typing Passion.io in the dropdown of apps. Click on Passion.io BETA.

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4. Next is to choose from the dropdown of Trigger Event. Choose Plan Purchased

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5. Complete all the required fields under Trigger.

 

6. This time, let's complete the fields under Action using Active Campaign. Under the dropdown menu for Active Event, choose Create/Update Contact.

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7. For Choose Account, type in ActiveCampaign or the automation platform you're using. 

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8. Under Set Up Action, fill out the necessary information like the first name, last name, etc. Don't forget to add tag/s to organize and segment your users and email messages.

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9. It's now time to test the Zap. You can do it by going to Test Action, and click Test & Continue.

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10. After finishing all required fields and testing them, turn the Zap ON. 

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11. Every time a customer purchases a plan, a Welcome Email will be received as a confirmation of the purchase.

 

Note: The automation setup may differ depending on the third-party platform you are using.

 

 

 

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