The Welcome Series is an automated process designed to warmly greet and engage new customers, leaving a positive first impression. With popup-based automation, businesses can optimize sales, enhance user experience, and reduce cart abandonment rates. This article will guide you on how to set up and activate the Welcome Series easily.
Before running the Welcome Series automation, follow these steps:
1. Install your preferred e-commerce app from the BusinessChat App Store.
2. Create a WhatsApp template for the Welcome Series usage.
Let's Start 🎉!
How to set up the automation?
Click the "Setup" button on the Automations page inside the outbound.
Discount Coupon
Select a suggested coupon or customize your own. Save & continue.
💡 Tip
Discount coupon 🏷️
Read more about Salla's ecommerce platform dynamic coupon.
Read more about Zid's ecommerce platform dynamic coupon.
Read more about Shopify's ecommerce platform dynamic coupon.
Popup display
The automation trigger is a popup automatically installed on your website. Customize the popup by selecting:
Theme
Choose typography & colors, including background, text, and call-to-action colors.
Layout
Select preferred layouts for both mobile and web.
Popup Design
Fill out the components: Image (if applicable), Body (Title & description), Call to action (redirects to WhatsApp), and WhatsApp prefilled message.
Teaser
The teaser is a floating button with exciting content to trigger the popup widget. Customize its content, position, and display for mobile and desktop.
Target Audience
Define the target audience for the automation:
Who to show the popup to? (Preconfigured)
New visitors or those who haven't clicked the call to action button.
How many times to show at most? (Preconfigured)
The popup will trigger once a day for the same contact at most
When should the popup appear for visitors? (customized)
You have the flexibility to choose when the popup displays by selecting your preferred option from the following:
1. Time on Site: The popup will trigger after a visitor spends a specific time on your site.
2. Scroll Position: The popup will activate when a visitor scrolls to a certain point on the page.
3. On Exit-Intent: If this option is enabled, the popup will appear whenever a user attempts to leave the page.
The popup will trigger for the first and second options when the specified time on site has passed, and the designated scroll position is reached. If the exit-intent option is also enabled, the popup will trigger whenever the user tries to leave the page.
Automation Setup
The automation can be a maximum of three steps. The first step contains Welcome & Apology messages.
Welcome message: An immediate message to welcome new contacts with an optional promo code.
Apology message: Sent to contacts not eligible for the automation. Those contacts will not enter this automation.
On both cards, click Setup, fill in your message then press Save.
💡 Tip
Start by setting up the first-step card. Additional steps are optional and can be added later for more customization.
Activation
Take a look at your automation steps. Once you finish, set your automation to "Live" or "Save As Draft."
💡 Tip
If templates are pending approval, the automation will remain in "Pending" status. After approval, it will be set to "Live," and you'll receive an email notification. See statuses.
Welcome Series Terms
The automation conditions and your contact's behavior are based on these conditions:
Trigger Conditions
The contact clicks the popup button & The contact is a new contact on the e-commerce store & The contact is not active in a cart abandonment automation & The contact did not opt out of receiving messages.
Exit Conditions
The contact opted out of the business messages during the automation.
The contact has started a new cart abandonment automation.
The contact has created a new order while the automation is running &
The order conversion is not attributed to this campaign.
Conversion Conditions
The contact has created a new order while the automation is running &
The order conversion is attributed to this campaign.
Completed Conditions
The contact has completed the automation to the last step.
The contact has converted, and the conversion is attributed to this campaign.
Once your automation is live, you can track your automation performance. 📊