How do I use the Welcome Series workflow automation template?

Overview

The Welcome Series automation template helps you automatically send a set of welcome emails to new supporters after they first engage with your organization (for example, by signing up or donating).

Using this template saves time and ensures every new supporter gets timely, consistent follow-up—without you having to remember who needs what message next.

You’ll start with a pre-built workflow that you can safely review and customize. Nothing is sent to supporters until you choose to activate it.

Before You Begin

Before starting, make sure:

• You can access Workflow Automation in your account. If you don’t, that’s okay, just reach out to an admin from your team.

• You’re comfortable reviewing email content (you do not need to be a technical expert)

• You know this workflow is meant for welcoming new supporters, not ongoing communications

Time estimate: 5–10 minutes

Step 1: Start with the Template

Most people begin from the EveryAction Home Page.

1. From the left-hand menu, click
   Engagement → Communication Tools → Workflow Automation

2. If you don’t see Workflow Automation:

   • Use Search for a page in the left-hand navigation

   • Type Workflow Automation

   • Select Build from a template

Tip: Starting from a template means the basic structure is already built for you.

Step 2: Select the Welcome Series Template

1. In the template list, choose Welcome Series

2. Open the template to view the workflow steps

At this point, you are only reviewing and editing. No emails will be sent yet.

Step 3: Review and Customize the Workflow

This step helps you make sure the messages and timing match your organization’s needs.

You can make small changes—or leave defaults in place if you’re unsure.

Common things to review:

• Email messages
  Update the wording, branding, or sender details if needed.

• Wait steps
  These control timing (for example, waiting 1–2 days between emails).

• Decision logic
  These are simple rules that decide what happens next based on a supporter’s actions (for example, whether they opened an email).
  If you’re unsure, it’s okay to leave these as they are.

Tip: You can save changes and come back later. You do not need to finish everything in one sitting.

Step 4: Run Check and Activate

When you’re ready:

1. Run the workflow check to confirm all required steps are complete

2. Choose a run time

3. Activate the workflow

Important: Activation is the moment when the workflow becomes active for real supporters. If you’re not ready, you can wait and activate later.

What’s Next?

After activation, you can:

• Monitor how supporters move through the workflow

• Edit or pause the automation at any time

• Turn it off if something doesn’t look right

Not quite what you were searching for?

• Navigate back to the Build Your First Workflow Automation Resource Index.

Looking for training?

Explore this feature at your own pace - join a live training session or watch a recorded webinar by clicking the link below.

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