- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
- Setting Up Widgets for Your Site
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Using Yespo Extension for Google Chrome
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Campaign to Those Who Did Not Open the Previous One
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
Events and Behaviour Tracking
Customer data is often sent to our CDP using the subscribe API method. In this case, the subscriber is added to the database as an unconfirmed contact. You can't send promotional emails to unsubscribed contacts without their permission to receive them from you.
To get the customer's permission, you need to ask them to validate their email address by sending a confirmation email through a Double Opt-In series. The next step is to send a welcome series.
The design of a welcome series will depend on your marketing goals.
In this article, we’ll create a standard series consisting of two welcome emails. Since it is preceded by a double confirmation, thanking for the subscription is recommended in the first message. A discount or promotional code can also be a good start of the conversation. In the second message, you can tell more about the company and introduce the subscriber to other communication channels (social media, push notifications, YouTube, etc.).
Step 1. Create welcome emails.
Before getting started, we recommend you read a complete guideline on creating an email in the drag-and-drop editor.
- Go to Messages → Messages and click New Email.
- For the first email, in Basic, select a Welcome template or create your own. Fill it with your content and edit as needed.
- For the second message, select a Form template or create your own onboarding email. Fill it with your content and edit as needed.
- To send test emails, click Test (1). To preview ready emails on desktop and mobile, click View message (2).
- Click Save.
Step 2. Create a Workflow
Before getting started, we recommend you read complete instructions on creating a workflow in the drag-and-drop editor.
We’ll create a standard workflow that would look as follows:
- Go to Automation → Workflows and click New workflow.
- Enter its name and add tags (optional).
- Create a workflow with the following blocks:
- Start (created by default). Required. Automatically starts any workflow.
Task: Confirm contact (Popular blocks or Other blocks). Create contact is a default task type. To set it manually, select Confirm contact in the Task name on the right.
- Email (Message blocks). Select the first email in Message on the right.
- Timer (Popular or Time). Set a time gap before the second message in Wait on the right. It’s recommended to select 3 to 5 days between two emails.
- Email (Message blocks). Select the second email in Message on the right.
- End (Popular or Other blocks). Required.
All blocks must be connected.
- Click Save.
Step 3. Launch a Workflow
The subscriber confirms their address by clicking the corresponding button in the confirmation email. This button is assigned to the Confirmed subscription event type.
This event signifies to the system that the subscriber has given their consent to receiving emails from you and triggers a welcome series.
To assign the event to the workflow, go to Automation → Workflows, select the necessary workflow and click Trigger configuration.
- In Start/Stop configuration window activate Start configuration switcher.
- Select Event-based and Confirmed subscription event.
- Click Apply.
Click Activate to launch the workflow.