How to set up a welcome automation in MailerLite
Welcome automation is an automated email sent to new subscribers immediately after they sign up. It introduces the brand, sets expectations, and helps build engagement from day one.
Before you start
- Make sure your MailerLite account is set up
- Create a sign up form and link it to a subscribers group
- Prepare a welcome email template
Steps
- From the left sidebar choose Automation, then click Create.
- Click “Start from scratch” and name your automation.
- In the Add step panel, select “Completes a form” from the Triggers tab and drag it onto the canvas.
- In the settings panel on the right, select the sign up form you want to trigger the automation. Click Save.
- Click the “+” button below the trigger. Go to the “Rules & actions” tab and drag “Send email” onto the canvas.
- Fill in the email name and subject line. Click "Design email" to select your welcome email template or create a new one.
- When you're ready, click "Activate" in the top right corner to turn on your automation. New subscribers will now automatically receive your welcome email after signing up.
Troubleshooting
Automation does not send emails
Make sure the automation is activated and that the correct sign up for is linked to the trigger.
Subscriber does not receive the welcome email
Ask the subscriber to check their spam or junk folder. If the email is not there, verify that the email address was entered correctly during sign up.
Email content looks different than expected