New Client Email Campaign

Hello @KeithR13 ,

Some options for the initial sendout, to contacts you already have, are:

• If you've tagged the newer contacts in a particular way, you could use narrow-by-tag while scheduling the initial email sendout (not available for accounts with over 10k contacts).
• You could also go through all your contacts, sort them by Date Added, then select them and add them to a list (or create a new one during the process) to send the initial email directly to.
• You can segment your contacts based on date added, then add that segment to a list or send directly to the segment for the initial sendout.
• If the email has already been sent out, you can select the contacts you want to send to, or a list they're in, and use the Resend to New Contacts feature.

Once you've sent the initial, standalone email to your existing newer contacts, you can setup automation for future additions:

• Set up a welcome email to trigger from new list additions that result from sign up form entries (one per account can be active).
• Set up an automated series for a simple chain of emails, or to have multiple different welcomes available based on list additions / sign ups used.
• Set up an automation path for a particularly advanced way to engage your newly added contacts across both email and SMS (if you have the addon).

Make sure to check the Plans & Pricing page of your account to see what features and functionalities are available, and then you can decide based on that and your current contacts setup for how to proceed.