Most store owners spend all their energy getting people to visit their site. But what happens after someone signs up for your email list? That’s where your welcome series does the heavy lifting.
A good welcome series builds trust, shares your brand story, and turns new subscribers into paying customers. And with Omnisend, setting this up is easier than you think. In this tutorial, we’ll walk through how to build a high-converting welcome email series using Omnisend, step-by-step, with Shopify as your ecommerce platform.
Why Your Welcome Series Matters
Think of your welcome series as your brand’s first impression. It’s your chance to introduce your store, show people what makes you different, and guide them toward their first purchase.
Here’s why this matters:
- Subscribers are most engaged within the first 48 hours
- A welcome series has higher open and click rates than any other email flow
- You can educate, build credibility, and offer discounts all in one
If you’re not using this sequence, you’re leaving sales on the table.
Step 1: Connect Shopify and Omnisend
First, make sure your Shopify store is connected to Omnisend.
- Log into your Omnisend account
- Go to “Apps” and click “Connect Shopify”
- Follow the prompts to install Omnisend on your store
Once it’s connected, Omnisend will automatically sync your email list and customer data so you can start building automation flows right away.
Step 2: Set Up Your Welcome Automation
Now we’re ready to build your flow.
- Go to “Automations” in the Omnisend dashboard
- Click “Create Workflow”
- Choose the “Welcome Series” template
- Set the trigger to “Contact subscribes to email list”
This means whenever someone joins your list from a pop-up, checkout, or footer form, they’ll enter this automation.
Step 3: Craft Your Email Sequence (3 to 5 Emails)
Now let’s break down the actual emails you’ll send.
Email 1: The Instant Welcome
- Send right after signup
- Thank them for joining
- Share a short story about your brand
- Include a discount or freebie if promised
- Add a strong CTA to shop now
Pro tip: Add a product recommendation block at the bottom for quick browsing.
Email 2: The Why
- Send 1 day later
- Share your brand’s mission or values
- Highlight what makes your products different
- Include a link to your bestsellers
Pro tip: Add testimonials or reviews here to build trust.
Email 3: Social Proof + Education
- Send 2 days later
- Show off user-generated content or social proof
- Add a blog post or product guide that helps educate
- Invite them to follow you on social media
Email 4 (Optional): Overcome Objections
- Send 3 or 4 days later
- Address common questions, concerns, or objections
- Highlight your return policy, shipping speed, and support
- Add urgency with limited-time discounts or low-stock alerts
Email 5 (Optional): Final Reminder
- Send 5 to 6 days later
- Remind them to use their discount
- Add new product highlights
- Strong call to action to shop now
Step 4: Add Personalization and Smart Features
Omnisend makes it easy to personalize your emails without manual work.
Here’s what to add:
- Use {{first_name}} to greet your subscriber by name
- Add product recommendation blocks (based on Shopify data)
- Show dynamic discount codes that expire within 3 to 5 days
- Add click tracking to see what offers work best
These small changes can double your click-through and conversion rates.
Step 5: Test and Monitor Performance
After launching your welcome flow, it’s time to track results. Here’s what to look for:
- Open Rate (goal: 40 percent or higher)
- Click Rate (goal: 5 to 10 percent)
- Conversion Rate (goal: 1 to 3 percent)
In Omnisend’s dashboard, you’ll see the full report by email and can A/B test subject lines, offers, and content.
Don’t guess what works. Use the data to improve each step.
Final Thoughts
Your welcome series is the most powerful email flow you’ll build for your Shopify store. With Omnisend, the setup is simple, and once it’s live, it works for you 24/7. Take the time to craft emails that feel personal, build trust, and give people a reason to shop. Add smart automation, dynamic content, and strong CTAs.
You don’t need to be a copywriter. You just need to share your story and give value. And once you’ve nailed your welcome flow, you can start building product-specific automations and post-purchase follow-ups too.
