Welcome Opt-in Automation
The Welcome Opt-in automation creates engaging welcome sequences for new email subscribers, building relationships and driving initial conversions.
Overview
Purpose: Welcome new email subscribers with valuable content and incentivize first bookings.
Trigger: Email opt-in submission from website forms, popups, or lead magnets.
Channels: Email series, optional SMS follow-up.
Setup Instructions
- Navigate to Automations in your SendSquared dashboard
- Click + Create New Automation
- Select Welcome Email Series from the template library
- Configure the automation with the following nodes:
Step 1: Configure Subscription Triggers
- Select the Email Opt-in trigger
- Set up source tracking:
- Website popup forms
- Landing page signups
- Lead magnet downloads
- Waitlist applications
- Checkout email capture
Step 2: Create Welcome Sequence
- Design Multi-touch Campaign:
- Welcome email (immediate)
- Value email (Day 2)
- Offer email (Day 5)
- Educational content (Day 7)
- Review request (Day 14)
Step 3: Add Personalization
- Configure Dynamic Content:
- Source-specific messaging
- Interest-based recommendations
- Geographic personalization
- Previous website behavior
Email Templates
Welcome Email #1 (Immediate)
Subject: Welcome to [Company] - Your 10% off code inside
Dear [First Name],
Welcome to the [Company] family! We're thrilled you've joined our community of savvy travelers.
Your Welcome Gift:
• Discount code: WELCOME10 (10% off any stay)
• Valid for 30 days
• No minimum booking required
Getting Started:
1. Browse our curated properties: [Link]
2. Download our mobile app for exclusive deals
3. Follow us on social for daily inspiration
What to Expect:
• Weekly property spotlights
• Seasonal travel deals
• Insider tips from local hosts
• Exclusive subscriber-only promotions
Explore Now:
🏖️ Beach houses starting at $199/night
🏔️ Mountain retreats with hot tubs
🌆 Urban getaways with skyline views
Questions? Reply to this email or call [Phone].
Happy planning!
[Your Name]
Guest Experience Team
[Company Name]
P.S. Download our app today and get an additional 5% off: [App Store Link] | [Play Store Link]
Welcome Email #2 (Day 2)
Subject: 🌟 Discover why travelers choose [Company]
Hi [First Name],
Thanks for joining us yesterday! Here's why smart travelers book with [Company]:
Why Choose Us:
✓ 98% guest satisfaction rate
✓ 24/7 local support in every market
✓ Price match guarantee
✓ Professional cleaning standards
✓ Instant booking confirmation
Featured This Week:
[Property 1 Image]
[Property Name] - [Location]
$[Price]/night | ⭐ [Rating] | 🏊 Pool
[Book Now Button]
Travel Inspiration:
• Trending destinations this season
• Pet-friendly properties guide
• Family reunion perfect spots
Your WELCOME10 code expires in 28 days - browse properties now!
Best regards,
[Marketing Team]
Browse All Properties: [Link]
Welcome Email #3 (Day 5)
Subject: Special offer: Book by [Date] and save extra
Dear [First Name],
Your travel plans deserve extra savings!
Limited-Time Offer:
• Your WELCOME10 code: 10% off
• Plus: Book by [Date] for extra 5% off
• Total savings: 15% off any property
Why Book Soon:
1. Summer dates filling up fast
2. Early bird pricing ends [Date]
3. Best selection available now
Popular for Your Area:
[Based on their location]
• [Property 1] - $[Price] after discount
• [Property 2] - $[Price] after discount
• [Property 3] - $[Price] after discount
Pro Tip: Weekday stays (Sun-Thu) offer best rates!
Ready to Plan Your Escape?
[Browse Properties]
Happy travels,
[Team Member]
Welcome Email #4 (Day 7)
Subject: Your vacation planning checklist
Hi [First Name],
Planning your perfect getaway? We've got you covered!
Your Vacation Checklist:
□ Choose accommodation (use WELCOME10)
□ Check local events calendar
□ Book activities in advance
□ Understand cancellation policies
□ Download arrival instructions
Local Insider Tips:
• [Destination] restaurant reservations book 2-3 weeks out
• Airport transfers: We can arrange for $[Price]
• Grocery delivery: Pre-order for arrival
• Activities: Book popular tours early
Helpful Resources:
📱 Mobile app (booking on-the-go)
📚 Destination guides
🗺️ Interactive property maps
📞 24/7 guest support: [Phone]
Still have your 10% discount ready?
[Use Code Now]
See you soon!
[Concierge Team]
Welcome Email #5 (Day 14)
Subject: We'd love your feedback about [Company]
Hello [First Name],
We hope you're enjoying being part of our community!
Quick Question:
How has your experience been so far with [Company]?
• [Amazing - Tell Us More]
• [Good - What could be better?]
• [Not what I expected - Let's chat]
In the meantime, here's what's new:
• Summer properties now open for booking
• New pet-friendly locations added
• Referral program: Refer friends, earn $50
Haven't booked yet? Your WELCOME10 code is still active!
Best properties booking fastest:
1. [Property] - [Location] - [Price]
2. [Property] - [Location] - [Price]
3. [Property] - [Location] - [Price]
Thank you for being part of our community!
Warm regards,
[Customer Success Team]
Signup Form Examples
Website Popup
🎉 Welcome Offer: Join 50,000+ Smart Travelers
Get 10% off your first vacation rental booking!
Benefits:
• Exclusive member rates
• Early access to new properties
• Weekly travel inspiration
• Members-only flash sales
[Email Address Field]
[Subscribe Button]
No spam, unsubscribe anytime. Privacy Policy.
Landing Page Form
Start Planning Your Dream Vacation
Join our travel community and get:
✓ 10% off first booking
✓ Weekly property spotlights
✓ Insider travel tips
✓ Exclusive member deals
[First Name]
[Email Address]
[Interested in? Dropdown]
• Beach Properties
• Mountain Retreats
• Urban Escapes
• Pet-Friendly Only
[Get My 10% Off Code]
Trusted by 50,000+ travelers
Lead Magnet Variations
Destination Guide Offer
FREE Download: [Destination] Vacation Guide
Get your comprehensive 25-page guide including:
• Top 20 hidden gems
• Best restaurants locals love
• Money-saving secrets
• Perfect itineraries by type
• Bonus: 10% off any property
[Download My Free Guide]
Property Comparison Tool
Find Your Perfect Vacation Rental
Answer 5 quick questions to discover your ideal property:
1. Travel dates
2. Group size
3. Budget range
4. Must-have amenities
5. Location preference
[Start Property Matcher]
Plus: Get 10% off when you book through our tool!
Automation Flow Management
Engagement Tracking
ENGAGEMENT SCORING:
• Email opens: +1 point
• Link clicks: +2 points
• Property views: +3 points
• Cart creation: +5 points
• Booking: +10 points
Trigger special offers at 15+ points
Behavioral Triggers
IF subscriber:
- Views same property 3x → Send targeted offer
- Searches specific dates → Send availability alert
- Downloads app → Send app-exclusive deal
- Reads 5+ emails → Upgrade to VIP list
Testing & Optimization
A/B Test Components
-
Subject lines:
- Emoji vs. no emoji
- Question vs. statement
- Discount mention vs. benefit focus
-
Send times:
- Morning vs. afternoon
- Weekday vs. weekend
- Immediate vs. delayed (6 hours)
-
Content variations:
- Property images vs. lifestyle images
- Single CTA vs. multiple options
- Long-form vs. brief content
Best Practices
- Welcome immediately upon signup
- Space emails 2-3 days apart
- Include clear value proposition
- Use progressive profiling
- Maintain consistent branding
- Monitor engagement metrics
- Personalize based on behavior
- Always provide unsubscribe option
Measuring Success
Track these metrics:
- Welcome email series open rates
- Click-through rates by email
- Discount code redemption rate
- Time from signup to first booking
- Subscriber lifetime value
- Unsubscribe rate by email