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Create a Welcome Series Flow from a Template

Set up an automated flow to greet new subscribers and introduce them to your brand with a series of friendly messages.

Written by Roohul Shah

What is a Welcome Series Flow?

A Welcome Series Flow automatically sends a series of messages to new subscribers when they join your SMS list.
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It's like a friendly introduction to your store, helping new customers feel welcome and excited to shop with you.

How Does It Help?

This flow helps you:

  • Make a great first impression with new subscribers

  • Introduce your brand, products, and values

  • Build a relationship with potential customers

  • Encourage first-time purchases

How to Create a Welcome Series Flow

There are two ways to get started:

1. From the Flow Home Screen

  • Scroll down to find the Welcome Series Flow Template

  • Click and name your flow (e.g, Welcome Series - test)

  • Click Continue

2. From the Create Menu

  • Click + Create Flow

  • Select Use a flow template

  • Click Continue

  • Choose Welcome Series

  • Click Continue

  • Name your flow (e.g, Welcome Series - test)

  • Click Continue

After following either of these methods, you'll be taken to the Flow Builder, where you can edit the flow's properties, adjust the wait rule, modify the Send Message node, and make any other changes as needed.

Flow Properties

Using the flow properties shown in the image below is best for a Welcome Series Flow:

Customize Your Flow (Optional)

Once you create the flow, you'll see the Flow Builder screen.

To make changes, simply click on the Trigger, Wait Rule, or Send Message node to edit its settings. You can also add additional actions and rules by dragging them from the left-side panel into the Flow Builder or clicking the + button.​​

Note: Editing a flow creates a new version of it. Select See Version History from the three-dot icon on top to activate the correct version. Learn more about versioning here
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To use it as-is:

  • Simply Turn On your flow, or

  • Schedule it to start later

Important Note:

  • The compliance for this flow must be set to "Promotional" to ensure easy delivery of messages by carriers.

  • You cannot create multiple flows with the same name.

  • Need a similar flow? Clone your existing flow to create a copy, then rename it.

💡Tip:

Still have questions?
Please feel free to reach out to our wonderful Support team at support@txtcart.ai or via Live Chat.
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