Essential First Steps 4: Create Your Welcome Email

Your welcome email is often the first real interaction someone has with your business—so it should feel clear, professional, and true to your brand. In this video, you’ll use the email editor to design and customize a branded message, add key elements like social links and styling, and save your work as a reusable template for future campaigns.

By the end of this video, you’ll have a polished welcome email ready to send and reuse.

Next, we’ll take the final step: turning this email into an automated experience that greets every new contact instantly.

And if you’d like extra guidance, an Ask a Trainer session is always available to help.

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