EP 29: Welcome Series Mastery: Go Beyond the Basics for Lasting Engagement
Send It! · with Jimmy Kim & Chase Dimond · May 6, 2025 · 44 min
Summary
This episode dives deep into crafting welcome series that do more than just introduce your brand; they build lasting customer engagement and drive significant revenue. Learn to move beyond basic automation to create multi-channel strategies that nurture new subscribers and convert them into loyal customers, leveraging advanced segmentation and personalized content to maximize impact.
Key takeaways
Go beyond a single welcome email; develop a multi-channel welcome series incorporating SMS, email, and potentially retargeting ads to foster consistent engagement.
Segment your welcome series based on subscriber behavior (e.g., opted-in for a discount vs. content) to deliver highly relevant messages and increase conversion rates.
Integrate interactive elements and clear calls to action throughout your welcome series to encourage immediate engagement and guide subscribers towards their first purchase.
Continuously test and optimize welcome series content, timing, and offers to identify what resonates best with your audience and drives the highest LTV.
Map out the customer journey within your welcome series, identifying potential drop-off points and implementing strategies to re-engage subscribers before they disengage fully.
Welcome emails don’t just get higher open rates—they drive 9–11x more revenue than your average newsletter.In this episode of Send It!, Jimmy Kim and Chase Dimond go deep on one of the most important automations in your retention arsenal—the welcome flow. They’ll walk through a proven 4-email, 2-SMS cadence that actually converts, plus real-world brand examples, timing strategies, and segmentation tricks that boost lifetime value from the very first touch.You'll also learn why welcome flows support acquisition, not retention—and how to clean up your attribution for better decision-making (and CFO-friendly metrics).EP 29: Welcome Series Mastery: Go Beyond the Basics for Lasting EngagementHere's what we're diving into:- The ideal structure of a high-performing welcome series (4 emails, 2 SMS)- Why welcome flows = acquisition, not retention- Best send times, messaging, and urgency tactics for each touchpoint- How to personalize early emails using first-party data and quizzes- SMS strategies that work with your emails—not as a copy/paste- Benchmarks to aim for (open rates, click-throughs, purchase rates)- A/B test ideas to boost early conversionsThank you our friends at Omnisend, Raleon and eCom Email Certified for sponsoring the podcast!Omnisend is an all in one eCommerce email and SMS marketing automation platform that enables marketers to engage customers and drive sales through personalized experiences. https://eemtrk.com/omnisend-senditRaleon is your AI-powered retention team—built to help Shopify brands increase LTV and save hours every week. From segmentation to campaign planning, Raleon automates the grind so you can focus on strategy that scales. https://eemtrk.com/sendit-raleoneCom Email Certified is a hands-on, results-driven program with a step-by-st
Go beyond a single welcome email; develop a multi-channel welcome series incorporating SMS, email, and potentially retargeting ads to foster consistent engagement.
What does this episode say about customer retention?
Segment your welcome series based on subscriber behavior (e.g., opted-in for a discount vs. content) to deliver highly relevant messages and increase conversion rates.
What does this episode say about conversion & cro?
Integrate interactive elements and clear calls to action throughout your welcome series to encourage immediate engagement and guide subscribers towards their first purchase.
What does this episode say about email & sms?
Continuously test and optimize welcome series content, timing, and offers to identify what resonates best with your audience and drives the highest LTV.
What does this episode say about email & sms?
Map out the customer journey within your welcome series, identifying potential drop-off points and implementing strategies to re-engage subscribers before they disengage fully.
