Setting Up Welcome Emails

A welcome email is the message that goes out automatically when someone signs up through one of your landing pages. It is usually the first direct communication a new contact receives from you, which makes it one of the most important emails in your account.

A clear, well-designed welcome email sets expectations, confirms the signup, and starts the relationship on a positive note. This article covers how to create your welcome email and explains exactly when it triggers.

When the Welcome Email Sends

The welcome email sends automatically and only when a new contact submits a landing page form built in Growth. It does not send under any other circumstance. 

Specifically:

  • Landing page signup: YES, welcome email sends. The signup also creates the contact in the Database automatically.
  • CSV import: NO, welcome email does not send. Contacts added through bulk import are treated as already known to your organization, so the welcome email is bypassed. If you want imported contacts to receive an introductory email, send it manually as a campaign instead.
  • Manual contact entry: NO, welcome email does not send. Contacts created manually in the Database (one at a time, not through a landing page) are also treated as already known and do not trigger the welcome.

This distinction matters because it controls when your message is appropriate. A welcome email assumes the recipient just chose to engage with you. For contacts you add through other channels, that assumption is not safe, and Oomiji avoids sending an email that could feel unexpected or unwelcome.

Before You Start

Confirm that your Mailing Suite Profile is configured with a verified sending address. Without this, you can build the welcome email template, but it cannot send to real recipients. See Set Up Your Mailing Suite Profile for setup instructions.

If you do not yet have a landing page that contacts can sign up through, see Building and Designing Landing Pages. The welcome email will not have anything to trigger from until at least one published landing page exists.

Creating the Welcome Email

To start, click Interaction in your toolbar, then in the Welcome Email Management card, click View & Edit Email. Click + Create Welcome Email Template. This opens the welcome email editor.

Designing the Welcome Email

The welcome email editor uses the same drag-and-drop interface as the regular email template editor, with one important difference: the settings panel is simplified. Where a regular template has Email Name, Subject Line, and a Conversation dropdown, the welcome email has only Subject Line, From Name, and From Address.


The welcome email is unique to your account, so it does not need an internal name (there can only be one). Conversations cannot be attached to welcome emails.

Settings Panel Fields

  • Subject Line: The subject line that appears in the recipient's inbox. Common patterns include "Welcome to [Your Organization]" or "Thanks for signing up" or something more specific to what the contact just signed up for.
  • From Name: The sender name recipients will see. This pulls from your Mailing Suite Profile.
  • From Address: The sending address. This pulls from your Mailing Suite Profile and is read-only.

Building the Email Content

Drag content blocks from the palette on the right into the canvas to build your email. The available blocks are the same as the regular email template editor: layout blocks (Columns, Divider), text blocks (Heading, Paragraph, Menu), media blocks (Image, Video, Social), interactive blocks (Button, Unsubscribe), and advanced blocks (HTML, Table). For details on what each block does and how to use it, see Building and Designing Email Templates.

Always include an Unsubscribe block in your welcome email, just like you would in any other email you send. Even though the contact just signed up, the legal requirement to include an unsubscribe option still applies. See Setting Up Your Unsubscribe Link.

Saving the Welcome Email

When your welcome email is ready, click Save Template at the top right of the screen. The button is greyed out until the required fields (Subject Line and at least some content in the canvas) are completed.

Once saved, the welcome email is live. Any new contact who submits a landing page form from this point forward will receive it. You do not need to activate it separately. 

What to Include in a Welcome Email

A good welcome email does a few things well:

  • Confirms the signup. Acknowledge that you received their submission and that they are now on your list. This reassures the recipient that the form worked and they are in the right place.
  • Sets expectations. Tell them what they will receive from you and how often. "You'll get our monthly newsletter on the first Tuesday of every month" is much better than leaving them to wonder.
  • Delivers immediate value. If you promised something on the landing page (a guide, a discount code, access to a resource), the welcome email is where they get it. If you didn't promise anything specific, consider including one piece of valuable content right away.
  • Stays short. Welcome emails do not need to be long. A short, focused message that confirms, sets expectations, and delivers one thing of value is more effective than a long email that tries to do everything at once.

What's Next