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Welcome email series to new customer

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact6 stepsUpdated for HubSpot seat pricing
OutcomeNew customers get a short, automatic email series over about two weeks that orients them to the product and points them to support, without a marketer sending each one by hand.
Workflow mapcustomer-onboarding-004
Lifecycle stage = Customer, series not completed leads to Send: Welcome email. Send: Welcome email leads to Delay 3 days. Delay 3 days leads to Send: Getting started guide. Send: Getting started guide leads to Delay 4 days. Delay 4 days leads to Send: Meet your support resources. Send: Meet your support resources leads to Set Welcome Series Completed = true. Lifecycle stage = Customer, series not completed Send: Welcome email Delay 3 days Send: Getting started guide Delay 4 days Send: Meet your support resources Set Welcome Series Completed = true
Lifecycle stage = Customer, series not completed leads to Send: Welcome email. Send: Welcome email leads to Delay 3 days. Delay 3 days leads to Send: Getting started guide. Send: Getting started guide leads to Delay 4 days. Delay 4 days leads to Send: Meet your support resources. Send: Meet your support resources leads to Set Welcome Series Completed = true. Lifecycle stage = Customer, series not completed Send: Welcome email Delay 3 days Send: Getting started guide Delay 4 days Send: Meet your support resources Set Welcome Series Completed = true

When to use it, when not to

Use it

Read more on when to use itShow less

Skip it

  • Do not use it for enterprise or high-touch accounts where a generic series feels impersonal, exclude those with a deal-size or plan-tier filter and send an executive-sponsor sequence instead, see customer-onboarding-023.
  • Do not use it if the contact is not a marketing contact, it will not send and will silently skip, see pitfalls.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 5 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 6 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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