Welcome Email
What It Does
The Welcome Email Agent generates concise, brand-aligned welcome emails that balance friendliness with professionalism. It adapts to your product, audience type, and style preferences while following your Brand Guidelines. It ensures new subscribers, customers, or community members receive a clear, positive first impression.
When to Use It
Perfect for:
- Onboarding new subscribers to your newsletter
- Greeting trial users who just signed up
- Welcoming community members into a group or platform
- Giving new customers a warm “thanks for joining” message
- Creating tone-consistent welcomes across multiple brands
When Not to Use It
Avoid using this Agent when:
- You need a hard-sell promotional email (use the Sales Letter Email Agent instead)
- You’re writing an announcement or campaign email (use the Product Launch Agent)
- You want ongoing nurture content — this Agent is designed for the very first touchpoint
Inputs & Configuration
| Field | Required? | Description | Best Reason to Use | Example |
|---|---|---|---|---|
| Input Source | ✅ | Product, service, or mission description | Anchors the welcome in your unique value | Input: “Fitness app with AI workout tracking” → Output: email that highlights “smarter, personalized workouts” |
| Brand Name | ✅ | Used for sign-off | Ensures sign-off feels authentic | Input: “Acme Health” → Sign-off: “The Acme Health Team” |
| CTA Goal | ✅ | Defines the one allowed call-to-action | Keeps the email focused | Input: “Explore Product” → Output: “Explore the product today” |
| Welcome Style | Optional | Stylistic flavor (e.g., Bold, Calm, Playful) | Adds subtle flavor without breaking guidelines | Input: “Playful” → Slightly lighter phrasing |
| Audience Type | Optional | Shapes the framing (e.g., Trial User, Internal Team) | Customizes message to recipient type | Input: “Internal Team Member” → “We’re glad to have you on this journey with us” |
| Desired Tone | Optional | Friendly, Professional, Inspirational, etc. | Use if no Brand Voice is set | Input: “Inspirational” → Uplifting intro |
| Brand Voice | Optional | Overrides tone settings | Keeps emails consistent with persona | Input: “Friendly Mentor” → Warm, conversational style |
| Brand Guidelines | Optional | Overrides everything if provided | Enforces house rules (tone, length, style) | Input: “No exclamation points, max 120 words” → Strictly enforced |
Brand Voice & Tone
- Priority order: Brand Voice > Desired Tone > Welcome Style
- If none are set, the Agent defaults to a friendly, clear, and concise tone
- Brand Guidelines always override tone/style fields if present
This means: you can select one of the Brand Voices your team has created in Studio, or create your own. If a Brand Voice is chosen, it will always take precedence.
Output Format
The Welcome Email always follows this structure:
- Intro (1–2 short sentences, warm greeting)
- Core Message (1–3 sentences, highlight value)
- CTA (1 sentence, tied to CTA Goal, skipped if “No CTA”)
- Sign-off (Brand name or team attribution)
Length: 80–180 words (hard cap), unless MaxWords overrides.
Output formats available: Plain Text, HTML, JSON.
Quote & Fact Rules
- No invented facts or testimonials
- Product/service details must come from the input
- If vague input: defaults to safe, generic phrasing like “We’re excited to have you join us”
Pre-Configured Defaults
- Model: GPT-4.1
- Word count: Capped at 180 words
- CTA logic: Strictly tied to CTA Goal list (never improvised)
- Voice: Defaults to friendly professional if none provided
Validation Behaviors
- Word count auto-clamped to 180
- CTA must map to list (no invention)
- Welcome Style downgraded if it conflicts with Brand Guidelines
- Sign-off validated against Brand Name
Tips & Tricks
- Use Audience Type to quickly customize for B2B vs B2C
- If running multi-brand campaigns, define a Brand Voice persona so each welcome feels distinct
- For softer onboarding flows, set CTA Goal = “No CTA”
Example Use Case
Input:
- Input Source: “All-in-one bookkeeping platform for freelancers”
- Brand Name: “Ledgerly”
- CTA Goal: “Set Up Account”
- Brand Voice: “Professional but friendly”
Output:
A warm 120-word email welcoming new freelancers, briefly highlighting stress-free finances, with a CTA: “Set up your account today.”
FAQs
Q: Can I add multiple CTAs?
A: No. Only one CTA is allowed. If you need multiple, use a Product Launch or Educational Email instead.
Q: What if I don’t want a CTA at all?
A: Set CTA Goal = “No CTA” and the section will be omitted.
Q: Can I force emojis into welcomes?
A: Only if your Brand Guidelines allow it. Otherwise, they’re stripped out.
Integration Tips
- Ideal for marketing automation flows (HubSpot, Mailchimp, etc.)
- Use variations for A/B testing subject lines and open rates
- Pair with Follow-Up Reminder Email Agent for a gentle touch 3–5 days later
Cross-References
- Product Launch Email Agent → For announcing new features/products
- Follow-Up Reminder Email Agent → For polite check-ins post-signup
- Educational Email Agent → For teaching content after the welcome