Synerjoy BPOSynerMailDocumentation
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Automation

Set up a welcome email for new subscribers

Before you start

Have a mailing list, recognizable sender details, and an authenticated sending domain.

1. Select the trigger

Open Automation → New Automation and choose Welcome new subscribers.

Select the welcome trigger.
Select the welcome trigger.

2. Configure the trigger

Enter an internal name such as Welcome series, choose the list new contacts join, and leave All subscribers selected unless you want a segment. Click Create automation.

Name the automation and select the mailing list.
Name the automation and select the mailing list.

3. Add the email node

Click + beneath the trigger and choose Send email. Other node types include Wait, Condition, Operation, and Webhook.

Add the Send email node.
Add the Send email node.

4. Write the message

On Setup, enter a subject and confirm the sender defaults. Configure open and click tracking as appropriate and confirm DKIM signing. Click Save & Continue, open Browse templates, and edit a starter design. Review the result on Overview.

Configure the subject and sender.
Configure the subject and sender.

5. Activate and test

Click Activate and add a test subscriber through your normal signup flow. Check that the email arrives and renders correctly. You can pause the flow from the editor.

Build a welcome series

Add a Wait node, then another Send email with a resource or useful tip. Add a Condition node to branch the sequence when appropriate.

Troubleshooting