Welcome each new customer and let them choose

Give every new customer the same three-week welcome, timed from the day they join, ending with the choice in their hands.

What this helps you do

A Journey is a sequence of messages timed from when each person joins, so everyone gets the same welcome no matter when they connect. Message one goes out immediately or on the day you choose for that person, and the rest follow on your schedule. Each person has their own clock.

When to use it

Use it for a new-customer welcome, a sequence that walks people through the interests they can choose, or a follow-up for everyone who joined at a launch or a signing.

How to do it

  • Open Campaigns and choose New Journey.
  • Pick the audience that enrolls people: anyone added to it begins the Journey from the first message.
  • Write the steps in order and set when each sends: immediately after joining, or a number of days later, optionally at a specific time.
  • If people are already in the audience, choose whether to start the Journey for all of them or only for people who join from now on.
  • Activate the Journey. The page shows who is at which step, who completed it, and who left early.

Example

The Welcome to the Store starter runs three weeks: a welcome the day they join that explains what they can hear about, a day-two invitation to pick their interests on the preferences page, a day-seven note on what is new in the store that invites a reply, a day-fourteen look at the workshops, demonstrations and visiting makers with a pointer to the Events interest, and a day-twenty-one reminder that they control what reaches them. A customer who joins from the receipt in March and one who signs up on the website in July each get the full sequence from their own start, and a customer who is still on email gets it by email until they connect.

Good to know

  • If a customer leaves the audience their remaining messages stop; rejoining does not automatically restart a finished sequence.
  • A Journey is timed from the day someone joins, never from anything they bought, and it never changes their interests for them: each step points the customer at the preferences page and a person who answers.
  • Connect your website signup to the inbound webhook and new customers can join without anyone touching the Hub. There is no point-of-sale, online-store or loyalty connector that does this for you.
  • Journeys are part of Hub Pro, which unlocks at $500 in cumulative credit purchases for any organization. Until then the page shows your progress toward it, and Content Series is available now.

Do it in your Hub

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