Welcome emails are a powerful tool for building long-lasting relationships with your members.
Your welcome email might:
ask your new member why they supported you,
show them where to find exclusive content, or
simply showcase your best work so they can dive right in.
Make the most of the chance to say hello and, before long, you'll be surrounded by a happy crowd of engaged, committed members.
The easiest option to set up a welcome email is by using Steady email automations. It is completely free for all Steady projects.
Setting up a welcome automation
Go to Email Automations in your Steady dashboard.
Create a new email automation and select User purchased membership (includes trials) as the trigger.
Write your welcome email and save.
Your automation will now send to all new members, regardless of which plan they joined on.
Customizing your welcome series by plan
Want to send a different welcome series depending on which plan a member signs up for? You can do this by assigning each automation to specific plans.
Because existing automations apply to all plans by default, you'll need to adjust your current welcome automation before creating a plan-specific one. Here's how:
Step 1 — Edit your existing automation
Open your existing welcome automation.
Under Select plans, unselect the plan(s) you want to handle with a separate automation.
Save. Your existing automation now only applies to the remaining plans.
Step 2 — Create a new automation for the other plan(s)
Create a new email automation with the same User purchased membership (includes trials) trigger.
Under Select plans, select the plan(s) you removed in Step 1.
Customize the email content to reflect what those members specifically get.
Save and activate.
Repeat Step 2 for each plan you want to target with a different series.
💡 Tip: Plan-specific welcome emails are a great way to highlight tier-exclusive benefits right from day one — helping members immediately understand the value of what they're paying for.
Prefer a third-party tool?
You can also set up welcome emails via Zapier, which connects Steady to 1,000+ web services including Gmail and Mailchimp. Learn how to connect Zapier to your Steady account.
3 tips for a great membership welcome email
Welcome emails work best when they come from a human – so don't be afraid to introduce yourself.
This is your first opportunity to build a personal connection with your newest members, so don't waste it. Open the conversation by asking a question, and encouraging them to hit "reply" and get talking. Leave a little time in your schedule to respond to members' emails on a regular basis.
Don't miss the business opportunity: some of your new members might be on a free 30-day trial, so this is your chance to convince them to stay on board. A welcome email is the perfect opportunity to send them a showcase of your best content. If you use the Steady Paywall, you might like to use this opportunity to direct them to the best content they've been missing out on – make it as easy as possible for your new members to want to stay with you.
🤓 Extra for experts: More tips for writing the perfect welcome email
Got a question we haven't answered in our Help Centre? You can contact us at support@steadyhq.com.