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Boomtrain University
BME Guide

Triggered Welcome Email

When a new user signs up for your newsletter, blog, or site, a common way to let them know that the sign-up was successful (and to make them feel welcomed) is to send them a welcome email. This is a one-time email that can give the user information about your site, invite them to update their profile, allow them to share your site with others, etc. The possibilities are endless. Of course, writing an email for every single user who signs up can be taxing, so we’ve come up with a way to automate the process.

This guide will walk you through the steps needed to create a Triggered Welcome email using the Boomtrain Marketing Engine.

Activities

Once logged into BME, you can view events as people interact with your site. These ‘Activities’ can be just about anything, it all depends on what you’re providing to us. ‘Viewed’ events are most common, but other events include ‘Shared’, ‘Purchased’, ‘Clicked’, etc. The event we’re looking for is ‘Signed Up’ or something similar.

  1. In your BME dashboard, click Activities.
    Screen Shot 2016-01-29 at 3.01.40 PM
  2. By default, you’ll be brought to the ‘Recent Activities’ page. Click on ‘Tracked Activities in the top menu.
    Screen Shot 2016-01-29 at 3.45.05 PM
  3. You’ll be shown a list of all Activities currently being sent to Boomtrain from your site. Your events may look different.
    Screen Shot 2016-01-29 at 3.00.58 PM
  4. In this example, the ‘startedmembership’ Activity is exactly what we’re looking for. Now that we know, we can head to Campaigns.
    Screen Shot 2016-01-29 at 3.01.28 PM
  5. You have two options for the type of message you want to send: Triggered or Broadcast. Broadcast emails will send to a pre-determined list of users at a time that you specify. Triggered emails occur when a activity or behavioral requirement — specified by you — is met. Usually, Triggered emails will send a receipt to a user after they’ve confirmed a purchase. You might get a triggered email when you unsubscribe from a newsletter. Or, you might get one when you sign up, which is exactly what we want it for. Choose ‘Triggered’ Email.
    Screen Shot 2016-01-29 at 3.02.06 PM
  6. We’re creating a brand new Campaign, so click ‘Compose Message’.
    Screen Shot 2016-01-29 at 3.01.55 PM
  7. We’re met with several options here. First, we’ll want to make sure the Triggered Email is activating based on an Activity.
    Screen Shot 2016-01-29 at 3.54.31 PM
  8. We need to choose our Activity, in this case ‘startedmembership’. Your event might be different.
    Screen Shot 2016-01-29 at 3.02.27 PM
  9. We want this to affect all users who sign up, but you can choose whatever segment you want.
    Screen Shot 2016-01-29 at 3.02.47 PM
  10. From here, you can follow the basic steps to create your email campaign. Add the Subject Line:
    Screen Shot 2016-01-29 at 3.04.48 PM
  11. Be sure to try the ‘Attributes’ dropdown menu. You can personalize your Subject Line with the user’s first name, their city, or perhaps mention the particular newsletter segment that they’ve signed up for.
    Screen Shot 2016-01-29 at 3.04.56 PM
  12. Now it’s time to design your email template. You can import your own template or create one from scratch using the Boomtrain Advanced Editor. Just click the ‘Templates’ button to get started.
    Screen Shot 2016-01-29 at 3.05.21 PM
  13. Once you’re satisfied with the design, click ‘Activate’ in the bottom right corner.

You’re all set! The next time a user signs up, they’ll immediately receive a welcome email from you. You’ve added a touch of personalization to your email campaigns and barely had to do any work!

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