Email Marketing

Welcome Series

Also called welcome email, welcome sequence, onboarding emails

A short sequence of automated emails sent to new subscribers or customers after sign-up, introducing the business and guiding them to a first action.

Quick facts: Welcome Series

Category
Email Marketing
Also called
welcome email, welcome sequence, onboarding emails
Level
Beginner
Affects
New subscriber engagement, first purchases or enquiries, unsubscribes and complaints later on
Where to see it
Your email platform's automation builder and reports, sign-up forms, CRM
In this article4
  1. How a welcome series works
  2. Why it matters
  3. Common mistakes
  4. How to act on it

A welcome series is a short run of automated emails that a new subscriber or customer receives in the days after they sign up. It typically starts with one email sent straight away and continues with two to five more spaced over a week or two. Its purpose is to confirm the sign-up, deliver whatever was promised, and introduce the business while interest is at its highest.

How a welcome series works

The sequence starts when someone joins a list, usually through a sign-up form, a checkout opt-in or a download. Your email platform’s automation then sends each message after a set delay, and can skip or branch depending on what the person does. Someone who buys after email two might jump to a customer path; someone who has not opened anything might get a shorter version.

A common shape for a UK service business looks like this:

  1. Immediately: confirm the sign-up, deliver the guide or discount that was promised, and say what emails will follow and how often.
  2. Day two or three: the problem you solve and how you approach it, written for the person who signed up, not for the business.
  3. Days five to seven: evidence that helps them decide, such as how the service works, prices or a useful answer to a common question.
  4. Day ten or so: a clear next step, such as booking a call, visiting a shop or making a first order.

Why it matters

The days after sign-up are when people remember who you are and why they gave you their address. Emails sent then tend to get far more attention than a newsletter that arrives three weeks later from a name they no longer recognise. A good series turns a passing interest into a relationship; a missing one leaves new subscribers cold until your next campaign.

It also sets expectations, which protects you later. People who are told at the start what they will receive, and how often, are less likely to unsubscribe or press the spam button when it arrives. In the UK, the series also has to sit on a lawful basis. Under PECR, marketing emails need consent or, for existing customers, the soft opt-in, and every message in the series needs a working unsubscribe link.

Common mistakes

  • Making the first email a generic “thanks for subscribing” with no content and nothing promised delivered.
  • Pushing a sale in every email from the first minute, before the reader knows anything about you.
  • Leaving the series unchanged for years, so it mentions old prices, past events or staff who have left.
  • Sending the series and the regular newsletter at the same time, so a new subscriber gets four emails in three days.
  • Adding customers who bought once, and never ticked a marketing box, to a promotional series without checking whether the soft opt-in applies.

How to act on it

Write down what someone who signs up actually wants, then plan each email around one job. Deliver the promised lead magnet in the first message, keep the sender name consistent, and tell people what is coming. Hold new subscribers out of regular campaigns until the series finishes, so they get a sensible pace.

Review the series every quarter: open and click activity per email, the unsubscribe rate on each message, and how many people take the final step. Fix the weakest email first. If you are not sure what the series should lead to, or how it fits with your other channels, a digital marketing strategy and consulting engagement can plan the sequence alongside the rest of your marketing.

Do and do not

Do

  • Deliver what was promised in the first email
  • Hold new subscribers out of campaigns until it ends
  • Review each email every quarter

Do not

  • Lead with a hard sell
  • Leave outdated details in the sequence
  • Add customers without a lawful basis for marketing

Questions people ask about this

How many emails should a welcome series have?

Enough to do the jobs you need and no more. For most small businesses that is three to five emails over one to two weeks. If an email has no clear purpose beyond keeping the sequence long, cut it.

Should the welcome series include a discount?

Only if you promised one at sign-up or discounts are part of how you sell. Offering money off by default trains people to wait for codes and cuts margin on sales that would have happened anyway. Many service businesses do better with useful information and a clear invitation to talk.

Do I need consent to send a welcome series?

If the emails promote your products or services, yes: PECR requires consent, or the soft opt-in for people who bought from you and were given a chance to refuse marketing. A single email that only confirms an account or delivers a requested download is closer to a service message, but once the series starts promoting, the marketing rules apply.

Related terms

Found this useful?

Share it, or ask an AI to summarise it

Back to the glossary

Knowing the term is the easy part

Applying it to your own site and budget is the work. Book a call and I will tell you what actually applies to you.