Creating The Welcome Email Flow - The PickaPocket Project

Creating The Welcome Email Flow - The PickaPocket Project

In this week’s episode of the PickaPocket project, we guide you through creating the Welcome Email flow for new subscribers to the brand.

The Welcome Email Flow is one of our favourites.

It builds your email list; shares your brand values and bestsellers; and most importantly, incentivises them to make the first purchase.

PickaPocket's welcome flow starts with an exit-intent/inactivity pop-up (shown only to first-time, non-subscribed visitors) offering a dynamic coupon, then 4 emails: the coupon redemption push (immediate), the brand story (day 1), social proof via testimonials (day 2), and a sales-focused best-sellers push (day 4).

Here’s how we trigger the Welcome Flow for Pickapocket:

Create a Pop-Up

Screenshot of PickaPocket's exit-intent welcome pop-up, offering a dynamic coupon code to first-time visitors
Screenshot of PickaPocket's exit-intent welcome pop-up, offering a dynamic coupon code to first-time visitors

Importantly, only first-time visitors or people who haven’t subscribed/purchased from the brand will be presented with this opt-in opportunity.

It’s also triggered by behaviour - showing upon exit-intent & inactivity on page, in order not to cannibalise organic conversions.

Set-up in this way, we can proactively build the email list and drive conversions without adversely affecting Pickapocket’s profit margins for first-time buyers.

We do use a coupon code to incentivise sign-up - simply because our aim is to drive a purchase as a primary conversion, as opposed to say, a sweepstake or lead magnet (i.e. style guide), which would result in less sales.

Once a customer has subscribed, here is the first email they receive in the flow immediately upon entering their email:

Email 1

PickaPocket's Welcome Email 1, "Your 10% Coupon is Inside", featuring a dynamic coupon code and a single CTA
PickaPocket's Welcome Email 1, "Your 10% Coupon is Inside", featuring a dynamic coupon code and a single CTA

Headline: Your 10% Coupon is Inside

Nothing too fancy here: the focus is on redeeming the dynamic coupon and ensuring a swift sale.

We keep this email minimal in terms of clutter and focus on an effective hero image and strong CTA. More complex and aesthetically intricate designs can come later in the series.

NOTE: Where you see the ‘DYNAMIC-COUPON PREVIEW’ text, a dynamic coupon will populate unique to that user.

This is a really cool feature from Klaviyo that prevents coupons being exploited online by customers with multiple uses.

Email 2

PickaPocket's Welcome Email 2, "Listen to this story…", introducing the brand's story and values
PickaPocket's Welcome Email 2, "Listen to this story…", introducing the brand's story and values
PickaPocket's Welcome Email 2, showing hot-selling product categories nudged within the brand-story email
PickaPocket's Welcome Email 2, showing hot-selling product categories nudged within the brand-story email

Headline: Listen to this story…

1 day later

We’re now introducing the customer to the story of PickaPocket, some of the brand values as well as subtly nudging them towards certain hot-selling categories of products.

Email 3

PickaPocket's Welcome Email 3, "The proof is in the pudding, right?", featuring customer testimonials as social proof

Headline: The proof is in the pudding, right?

Sent 1 day later

The goal with this email is to validate the brand with social proof from real customers who have purchased before from PickaPocket.

By leveraging testimonials, we can alleviate any scepticism a user may have from purchasing from the brand, as well as promoting a stronger sense of affinity.

Email 4

Mobile preview of PickaPocket's Welcome Email 4, "That wardrobe you got? It needs to change...", pushing best-selling products
Mobile preview of PickaPocket's Welcome Email 4, "That wardrobe you got? It needs to change...", pushing best-selling products
PickaPocket's Welcome Email 4, showing the best-selling product categories with short click-through copy
PickaPocket's Welcome Email 4, showing the best-selling product categories with short click-through copy

Headline: That wardrobe you got? It needs to change...

Sent 2 days later

This email is more a sales-focused push to the highest converting categories on the website.

It introduces the most popular products with short snippet of texts to drive click-through rates.

Conclusion

The Welcome email series is arguably the most important for your brand. An effective set-up should include the following checklist:

  1. Lead capture form (pop-up) to get somebody’s email address
  2. Initial welcome email that incentivises their first purchase (coupon or introductory offer equivalent)
  3. Share your brand’s story
  4. Share customer success stories/testimonials
  5. Introduce your best-selling products

These emails should form the core basis of any effective welcome flow, although you can experiment with additional elements such as creating surveys to collect more information on your customers leading to advanced segmentation, etc.

The most important goal is to incentivise that crucial first purchase and sharing your brand story in a positive, uplifting way.

Make sure to give PickaPocket a visit here!

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FAQ

How do you set up a welcome pop-up without hurting organic conversions?

‍Only show it to first-time visitors who haven't already subscribed or purchased, and trigger it on exit-intent or inactivity rather than immediately on page load. That way it catches people who were about to leave anyway, instead of interrupting visitors who were already converting organically.

What's the best welcome flow email sequence?

‍Five things in order: a pop-up to capture the email address, an initial email that incentivises the first purchase (a coupon or equivalent offer), an email sharing your brand's story, an email built around customer testimonials and social proof, and an email introducing your best-selling products.

Should you use a coupon or a lead magnet to incentivise welcome flow sign-ups?

‍A coupon code drives a direct purchase, which is the primary conversion goal. A sweepstake or lead magnet (like a style guide) tends to convert fewer people into an actual sale, even if it grows the list faster.

What should the first welcome email include?

‍Keep it minimal: a strong hero image, a clear single call to action, and the coupon code (delivered as a dynamic, non-shareable code so it can't be reused or exploited). Save more elaborate design and content for later emails in the sequence.

Related Reads Curated For You

If you enjoyed this blog, we're pretty sure you'd enjoy the other parts in this series:

  1. Creating the Abandoned Cart Flow - The PickaPocket Project
  2. ‍Creating the Browse Abandonment Flow - The Pickapocket Project
  3. Creating the Customer Winback Flow - The PickaPocket Project
  4. Creating the Post-Purchase Flow - The PickaPocket Project
  5. Creating the Post-Purchase Repeat Buyers Flow - The Pickapocket Project
  6. Why is a welcome series important and how to create it in Klaviyo
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