10 minutes, 7 seconds.

How to Create a Welcome Automation Email on Shopify?

With the help of Shopify’s automated emails, you can say "hello" to each new customer promptly and consistently without the need to send a manual message.

This guide will show you how to effortlessly set up a welcome email using Shopify's automation features, offering you three options: simple one-time welcome, reminder sequence, or brand story series. 

Let's explore the details!

What is a Shopify Welcome Email?

A Shopify automated welcome email is a built-in feature that automatically sends a warm and welcoming message to new customers without you having to do it manually. 

It operates within Shopify's system, allowing merchants to pre-configure a series of welcoming emails triggered by specific customer actions, such as their first purchase or subscription. 

In addition to automating your welcome emails, Shopify also allows you to automate cart abandonment, checkout abandonment, post-purchase, and customer recovery emails.

Understanding Shopify Welcome Emails

When you're setting up a welcome email in Shopify, you might get a bit confused because there are two ways to do it:

📌 Method One: It involves creating automation using Shopify's marketing automation workflows and allows you to create a series of emails based on customer behavior. This can be done through your Shopify admin's Marketing > Automations section. And today, we focus on this method. 

📌 Method Two: Allows creating a single welcome email via Notifications settings. This is typically a one-time email sent to new subscribers/customers to confirm their subscription or first purchase.

Why We Focus on the Automated Email Series: Sending your new subscribers a series of welcome emails rather than a single welcome email in the first few days after they join your list allows you to build a stronger connection with them.

▶️ Shopify offers three flows to send automated welcome email series:

Image shows that three welcome automation flow on Shopify
  • Welcome new subscriber: With this flow, you can send a simple, one-time email to welcome your new subscribers.
  • Welcome email series with discount: You can start a sequence of emails offering a discount to new subscribers, followed by reminders to utilize their discount for their first purchase.
  • Welcome email series with brand story: You can begin with an email that tells your brand story and social links, then send a follow-up with a discount to encourage new subscribers to make a purchase.

We'll explore each of these options further, guiding you through the steps to select and customize the right automated welcome email series for your store.

How to Create Email Automation to Welcome New Customers?

Step 1: Enter the “Automations” Section

  • Log into your Shopify admin.
  • Click on Marketing in the sidebar menu.
  • From the Marketing page, select Automations.
The first step to Creating Email Automation to Welcome New Customers.

Step 2: Begin Automation Setup

  • In the Automations section, find and click the “Create automation” button to start.
The second step to Creating Email Automation to Welcome New Customers.

Step 3: Select the Welcome Email Template

  • Shopify has 3 different ready-made templates for the automated welcome email series. You can go with one of the three and then adjust these templates to fit your flow.
The third step to Creating Email Automation to Welcome New Customers.
  • Here's a clear overview for Shopify merchants to help them choose the best automated welcome email workflow for their needs:
Shopify Automated Welcome Email Workflows
Feature/Option Purpose Trigger Event Email Sequence
 1. Welcome New Subscriber Simple welcome for newsletter sign-ups.  Subscription via Shopify's signup form.   Single welcome email.
 2. Welcome Email Series (Discount with Reminder)  Engages with a series of emails.  Subscription via Shopify's signup form.  Four emails: Welcome, social media, bestsellers, discount reminder.
 3. Welcome Email Series (Brand Story with Discount)  Engages with a series of emails. Subscription via Shopify's signup form.  Four emails: Brand story, social media, bestsellers, discount. 

🌟 Note: The remaining steps are shown by selecting the “2-Welcome Email Series (Discount with Reminder)” flow.

Step 4: Install the Shopify Email App

The fourth step to Creating Email Automation to Welcome New Customers.

Step 5: Apply the Desired Workflow

  • Once you have the Shopify Email App, go back to the chosen welcome email flow (Welcome Email Series (Discount with Reminder)) and click “Use workflow.”
The fifth step to Creating Email Automation to Welcome New Customers.

Step 6: Configure the Flow (Triggers & Wait Times)

  • Adjust the triggers, such as subscription actions, and set up wait times between emails for a paced communication sequence like the image below:
The sixth step to Creating Email Automation to Welcome New Customers.

Step 7: Edit the Welcome Email Content

  • On the workflow page, there should be an “Edit email” option. Click this to modify the draft email. 
The seventh step to Creating Email Automation to Welcome New Customers.
  • You can edit each of your emails. For example, after 24 hours have passed, you can send a community builder email to your customers with your social media accounts.
The seventh step to Creating Email Automation to Welcome New Customers.

Step 8: Tailor the Email Details

  • To: Shopify Email will only be sent to “customers subscribed to email marketing.”
  • Subject Line: If you want to edit the line from “Welcome aboard! Enjoy an exclusive discount” to “Cheers to new beginnings! Claim your welcome discount now!”.
  • Preview Text: Add a teaser like “Discover your complimentary shipping on us. 🌟”.
  • From: Edit the sender's email address for brand consistency.
Step eight to Creating Email Automation to Welcome New Customers.

Step 9: Customize the Email Design

  • In the email editor, adjust design elements to reflect your brand's identity. You can reorganize sections, change colors and fonts.
Step nine to Creating Email Automation to Welcome New Customers.
  • And if you want, you can even expand your email by adding a new section:
Step nine to Creating Email Automation to Welcome New Customers.

Step 10: Preview and Save

  • Use the “Send test email” function to review the email's appearance in your own inbox.
  • If everything looks good, click “Save” to keep the changes.

Step 11: Activate the Automated Emails

  • Finalize the process by turning on the automation. Look for a toggle switch or a button labeled “Turn on workflow” and enable it.

How to Create an Automated Welcome Email with Popupsmart's Shopify App?

Shopify's automated emails are linked to its own forms and offer limited customization options, but if you need more, Popupsmart's Shopify app is a good alternative. It offers:

  • Popup-Based Triggers: You can send follow-up emails after a popup form submission to enhance visitor engagement.
  • Shopify-Based Triggers: You can send targeted emails based on your visitor’s actions in your store.
  • Optional Delay Periods: You can send your automated emails at any time you want. You can set the time period you want, 5 minutes or 3 days; it is completely up to you.
  • Customized Emails: You can customize emails to send relevant and personalized content to your users.

Here’s a brief guide on how you can utilize Popupsmart to create your automated welcome emails:

👣 Step 1: Install Popupsmart App

Go to the Shopify App Store and install Popupsmart’s Shopify App.

First step of creating an Automated Welcome Email with Popupsmart's Shopify App.

👣 Step 2: Create Your Account

After installation, you'll be prompted to log in. If you're new to Popupsmart, take this moment to set up your account.

Second step of creating an Automated Welcome Email with Popupsmart's Shopify App.

👣Step 3: Select Your Trigger

Once logged in, you can see the “Email Automations” tab on the left side. Here, you can select one of the triggers shown in the image.

🌟If you select popup-based triggers, you should select the “Welcome New Subscriber” trigger to set up automated welcome emails. Before this, it's essential to create a welcome popup. 
Third step of creating an Automated Welcome Email with Popupsmart's Shopify App.

⚠️ With popup-based triggers, an email is sent as soon as the visitor fills out the popup form. If the idea of creating a popup piques your interest, we've included a video tutorial below: 

🌟 If you choose Shopify-based triggers, you need to go to “New Signup” and click "Create" to send an automated welcome email.
Third step of creating an Automated Welcome Email with Popupsmart's Shopify App.

If you say, "It would be easier for me if there was a video explanation of this," here you go:

👣 Step 4: Setup Shopify-Based Triggers 

After selecting "Create," enter a name for your automation and connect it to your Shopify store. You'll then be taken to a page where you can tailor the email content.

Fourth step of creating an Automated Welcome Email with Popupsmart's Shopify App.

👣Step 5: Design and Schedule Your Email

Select when to send your email. Set a delay time so that the email is sent exactly when you want it to—for example, three days or five minutes after signup.

Fifth step of creating an Automated Welcome Email with Popupsmart's Shopify App.
  • Then, customize your welcome email by editing the design to fit your brand’s aesthetic.
Fifth step of creating an Automated Welcome Email with Popupsmart's Shopify App.

👣 Step 6: Save and Go Live

Once the timing and content of your email are just right, click "Save." Verify that the "Status" toggle is turned on. You can now captivate each and every new customer with your automatic welcome email.

🎉 You're All Set! Your Shopify store now has a tailored, timely welcome email ready to greet new customers.

Shopify Store’s Welcome Email Examples to Inspire Your Own

  1. Methodical Coffee | Welcome Email Example
Methodical Coffee Welcome Email Examples to Inspire Your Own

In addition to its logo, Methodical Coffee uses coffee beans as their background, instantly connecting the viewer to the product. ▶️ So, if you sell handmade soaps, a natural-ingredient background will align with your brand's values.

Also, the discount code is highlighted early in the email, grabbing attention and encouraging a purchase. ▶️ Ensure your offer is visible and enticing to drive sales.

And their CTA button, "Dive In And Explore," is action-oriented and invites interaction. ▶️ You can use CTAs that prompt immediate engagement with your store.

  1. Made Trade | Welcome Email Example
Made Trade Welcome Email Examples to Inspire Your Own

▶️  It's also smart to add the discount rate and code at the beginning of your email, as Made Trade does. In this way, it is impossible for your customer to miss the discount :)

And they highlights their best sellers, giving new subscribers a curated starting point for shopping. ▶️ You can also feature products that represent your brand well and are popular among customers.

Made Trade has selected one product image and directed buttons to bestsellers, ▶️ but you can add more than one of your bestsellers to the section with the layout you want. Here's exactly how:

Adding multiple sections for your best-selling products in Shopify.
  1. Pulp & Press | Welcome Email Example
Pulp and Press Welcome Email Examples to Inspire Your Own

The email leads with a banner offering free shipping on orders over a certain amount, which is a great incentive. ▶️ You could feature a similar banner that aligns with your promotions.

Prominently placed at the top, the discount code is hard to miss. ▶️ And as we said before, place your discount offer front and center to grab attention immediately.

There's a brief introduction to the brand's mission and values. ▶️ Consider sharing your brand's story or mission to help customers understand and connect with your brand. 

Do you remember? Shopify has a template for exactly this: Welcome Email Series (Brand Story with Discount)

Pulp& Press Welcome Email Examples to Inspire Your Own

Looking at the continuation of the Pulp & Press welcome email, here are some additional pointers for your own welcome email:

They're educating new customers on their offerings with a '3-Day Beginner Cleanse'. ▶️ Your email could similarly introduce new customers to your products with an educational angle or starter pack.

They also encourage joining their community with a hashtag and social media links. ▶️ Highlighting your community can foster engagement and build your brand's social presence.


Creating an automated welcome email in Shopify offers a straightforward way to engage new customers. 

Shopify lets you set up these welcome emails directly from your admin dashboard, offering customization to match your brand's voice.

Popupsmart extends beyond Shopify's default forms, providing diverse templates and interactive elements for more creative control. It's easy to install and use, enabling you to design unique welcome experiences.

Choose the tool that fits your brand's style and begin building those crucial customer relationships.

Frequently Asked Questions

What Is The Difference Between A Welcome Email And An Onboarding Email?

Welcome emails are friendly greetings to new subscribers or customers, expressing thanks and setting the tone for future communications. It might include a special offer.

Onboarding emails guide new users through your product or service and offer detailed instructions and tips to ensure they get the most value. It's educational and aimed at enhancing user experience.

What's The Difference Between Setting Up Automated Welcome Emails Through Shopify's Marketing Automations And The Notifications Settings?

When you're looking to send welcome emails to new subscribers or customers in Shopify, you have two main methods to choose from:

Method One: Marketing Automation Workflows

  • Navigate: Go to Marketing > Automations in your Shopify admin.
  • Create: Click Create automation and choose a welcome email template or create a new one.
  • Customize: Tailor the series of emails based on specific customer actions, like signing up.
  • Activate: Enable the automation to start sending the emails based on set triggers.

Method Two: Notifications Settings

  • Access: Head to Settings > Notifications in your Shopify admin.
  • Find & Edit: Locate the welcome email notification and click to edit.
  • Modify: Change the email content to fit your brand and welcome message.
  • Save: The changes are auto-saved, and the email will send upon the next trigger event.

What Is The Best Email Provider For Shopify?

Choosing the best email provider for Shopify depends on your specific needs, including features, ease of use, integration capabilities, and budget. Here are some popular email providers known for their strong integration with Shopify:

  • Popupsmart: Not just a no-code popup builder, Popupsmart now also offers email automation, making it a versatile tool for Shopify stores. It allows you to create engaging popups to grow your subscriber list and automates sending welcome emails or other targeted campaigns directly from the platform. This makes Popupsmart a dual-purpose tool that enhances both lead capture and email marketing efforts within Shopify.
  • Omnisend: Great for omnichannel marketing with its ability to automate email, SMS, and social media workflows.
  • Mailchimp: Suitable for those who value design flexibility and ease of use, accessible to Shopify via third-party integrations.
  • Shopify Email: A simple and straightforward solution integrated within Shopify, ideal for managing basic email campaigns directly from your Shopify admin.

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