Configuring a Basic Welcome Series Campaign Overview

Creating a basic welcome series email campaign can be the first step in developing appropriate engagement pathways for your organization. The complexity and types of welcome series you design will depend on the size of your organization, mission, types of constituents, and the content and registration methods available throughout your web presence. The purpose of this document is to outline the basic steps to configure a simple welcome series. As you learn more about the new constituents registering on your site the complexity of your engagement channels will also develop to more appropriately address specific interests. An overview of the steps we will be taking to configure this welcome series: 1) Identify the groups who will be receiving and who will be excluded from the messages. 2) Develop the Email Campaign and messages which will be sent to the groups identified in Step 1. 3) Test and Schedule the recurring delivery of the messages.