Build a welcome journey

Every step in text

1. 1New journey, pick the trigger

   Journeys → New. The trigger is what enrolls a contact — here, joining the 'Newsletter' list. Triggers can also be an event (like order_completed) or entering a segment.

2. 2Step 1: the instant welcome

   Drag a Send email node onto the canvas and pick your welcome template. It fires the moment the trigger matches — welcome emails get the highest open rates you'll ever see, so make it count.

3. 3Step 2: wait, then branch

   Add a Delay of 2 days, then a Branch: did the contact click the welcome email? The 'yes' path exits quietly — never nag people who already engaged. The 'no' path continues.

4. 4Step 3: the nudge, on SMS

   On the 'no' branch, add Send SMS with a short nudge. Cross-channel is the point of a journey: the follow-up reaches people who don't live in their inbox. Quiet hours are respected automatically.

5. 5Test-enroll yourself

   Before activating, use Test enroll with your own contact — you'll receive the real messages and see your dot move through the canvas. Then hit Activate.

6. 6Read the results per node

   The stats view shows every node's numbers: sent, delivered, clicked, converted — and the goal you attach (like first purchase) attributes revenue to the journey in the ROI report.