How to Send a Successful Welcome Email


We all know that it's important to make a good first impression. This is true in everyday life and in business. So, sending that first touch welcome email is so important for a healthy sales strategy and can set a good tone for future dialogue.

What is a Welcome Email?

A welcome email is the first contact with a new customer or blog/newsletter subscriber. It's your chance to make a first impression and form a relationship. The welcome email can also deliver helpful advice, next steps, videos, training, onboarding, demos or just a thank you.

Why Welcome Emails Are Important

In the marketing world, you need to have a good welcome email if you plan on making a sale. These messages are 86 percent more effective than newsletters, with a high open rate of 50 percent.

Welcome emails set the tone and create expectations for new subscribers and leads. They give you the opportunity to showcase your products and services to potential customers, and they also reveal how often subscribers should expect messages.

Making a good first impression is vital for email marketing. In fact, much of your success may rely on how your subscribers respond to these initial emails.

This guide will help you understand the key components of an effective welcome email. We’ll cover all the important steps for writing a great welcome email and provide tips for messages that work.

1. Planning & Executing Effective Welcome Emails

When a subscriber provides his or her email address to your business, there is an exchange of value. The exchange of value is a key component of almost every e-commerce company’s top-of-funnel strategy. It’s important to keep this in mind when writing a welcome email message.

There are several steps when creating valuable welcome emails. These include:

Implementing a Strategy

Your email marketing program isn’t complete without welcome messages. These emails have high inbox placement rates, making them a vital part of your digital marketing campaign.

Even if your business doesn’t currently send welcome emails, it’s never too late to start. One way to generate welcome message ideas is to examine what other companies are doing. Note which aspects of the messages you like and adapt their successful practices to suit your organization’s needs.

Competitors and brands that cater to a similar audience as your company are a great place to start. This will help you establish benchmarks and further understand the opens, clicks, and conversions that make the strategy work. You can build upon these findings and custom-tailor your strategy to suit your needs. Besides checking out competitors’ emails, viewing sample welcome emails is another great way to draw inspiration.

Pro Tip: Offer something of value every time you contact your email subscribers.

Format your welcome email for all devices.

Keeping Your Promise

The initial email must include the coupon, ebook, free trial, or other item offered in exchange for sign-up. Not only does this add value to your welcome message, it also creates trust among your subscribers.

Establishing a Timeline & Message Frequency

According to a recent marketing study, businesses that send over one welcome message experienced a 13 percent increase in sales. Many online retailers continue to send welcome messages even two weeks after sign-up. Some businesses send welcome emails up to two months after the sign-up date.

Of course, timing is everything with any type messaging including email. Here’s a breakdown of how frequency slows down throughout a two-month welcome period:

  • Email #1: Immediately
  • #2: Two days after.
  • #3: Eight days after.
  • #4: Fifteen days after.
  • #5: Thirty days after.
  • #6: Forty-five days after.
  • #7: Sixty days after.

Expert tip: If your company uses a promotional welcome message series, you can add segmentation criteria that stop sending emails if the subscriber becomes a customer within 60 days.

2. Make Good Word Choices

When planning the content of your emails, word choice is key. Here are some things to keep in mind when crafting your message:

Keep it Personal

A personal subject line is an important component of a successful welcome message. Welcome messages’ read rates often predict how interested subscribers will be with subsequent messaging, and can even indicate how much they’ll purchase.

Personalizing an email only takes a few small lines of code, but it has a very large payoff. Subscribers are more likely to interact with your business when the email is directed specifically at them. While adding the customer’s name is a great start, you can further increase engagement by adding more details.

Set Clear Expectations

Besides personalizing your welcome messages, we recommend setting clear expectations from the beginning of your campaign. Let subscribers know if they’ll receive messages weekly, daily, monthly, or any other interval.

Although you want to foster as much engagement as possible, it’s still important to make it simple for subscribers to opt out of your emails. This is preferable to a subscriber marking your email as spam because he or she was unable to unsubscribe.

3. Welcome Email Tips & Tricks

Need some ideas? Here are some tips for creating a welcome message that works, whether you’re marketing to other businesses or directly to consumers.

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B2B Welcome Emails

Straightforward, brightly worded intro messages are ideal for a B2B welcome emails. Focus on bringing your potential client value instead of simply promoting your product. Other tips for a successful B2B welcome message for your email include:

  • Asking the subscriber questions. If you’re offering a free download or other content, you can ask the subscriber if he or she has received them. Include a link to the content in the email's body.
  • Providing free resources and tips for using your product. This is especially important if you’re in the software business.
  • Establishing credibility by focusing on their product’s ease of use, convenience, and reliability.
  • Creating goodwill by thanking the subscriber for signing up.
  • Create a well spaced out schedule. If you annoy your customers, you risk ending up on their spam list.

A welcome email is not an opportunity to send SPAM worthy content.

B2C Welcome Emails

Companies marketing to consumers will take a different approach when creating welcome emails. Subscribers are looking for up-to-the-minute information on new products, online coupons, and flash sales.

Setting email expectations is an important part of your marketing campaign. E-commerce businesses should consider the following tips:

  • Start your message with a warm greeting, thanking the customer for signing up.
  • Create a narrative. Illustrate why your products are unique, high-quality, or affordable.
  • Highlight your best-selling products in the email to pique customers’ interest.
  • Depending on your product and target market, mention aspects of your product that consumers value. This includes products that are fair-trade, organic, or locally grown.
  • Include a coupon or special discount in the email. Special offers can entice the subscriber to revisit your website, leading to a sale.

4. Stop Procrastinating

It’s never too late to kick off your email marketing campaign with a unique welcome message. You can start the process by subscribing to competitors’ email lists to find welcome message ideas and note what appeals to you.

When writing a welcome email, it's important to remember that the message doesn't have to be perfect the first time. The ultimate goal is welcoming customers and subscribers while building a long-lasting business relationship.

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Eric Steiner

Eric Steiner

Eric Steiner graduated with an MFA in professional and creative writing from Western Connecticut State University in 2014. He's worked on a number of professional writing projects with clients such as Pearson Education, WatchMojo.com, and Michael Mailer Films. Giving brands a voice is his passion.