Create a welcome email automation for contacts added to an audience. Choose the trigger that matches how contacts enter the list.
Before you start
- Choose the destination audience.
- Prepare and save a welcome email template.
- Use a verified sending domain and a reply-to address you monitor.
- Keep test contacts separate from your live audience.
1. Create the workflow
- Open Email Marketing → Automations.
- Click Create Automation.
- Enter a workflow name.
- Click the trigger node to open Trigger Configuration.
2. Select the trigger and audience
| Contact entry method | Trigger to configure |
|---|---|
| Contacts added through normal audience entry or import | Contact Added to Audience |
| Contacts imported through an integration sync | Integration Sync |
After choosing the trigger, select the intended Audience in the configuration panel. Check this selection carefully; choosing the trigger alone does not select a list.
3. Add and configure the email
- Drag Send Email from Actions onto the canvas.
- Connect the trigger to the email action.
- Select the email node and configure its template, subject and sender fields.
- Review the complete message, links and reply-to address.
- Use Save Draft until you are ready to test and activate.
4. Test before activating for a live audience
Use an audience containing only test addresses you control. Test the same entry method the live workflow will use. Check the workflow’s entered and completed counts, the email result, and the received message.
Check these cases separately:
- A new contact added after activation.
- A contact already in the audience before activation.
- The same contact imported or synced again.
- An unsubscribed contact.
- A contact added while the workflow is paused, if you plan to pause and resume it.
Do not assume existing contacts are enrolled retroactively, repeat imports send only once, or paused events are replayed later. Check the actual result before using the workflow with a live audience.
5. Activate and monitor
When the configuration and test results are correct, click Save & Activate. Open the automation to review its Overview and Step Statistics.
If a contact does not enter the workflow, check the trigger type, selected audience, activation time and import or sync result. If the contact enters but no email arrives, check the email action, sending domain, subscriber status and delivery result.
For a duplicate send, check whether more than one active workflow targets the audience before importing again. Pausing an automation does not recall email already sent.
For unresolved behavior, contact PledgeBox support with the automation name, contact entry method and approximate event time. Do not include API secrets or access tokens.