Create a welcome series from a recipe
Start an automation from a ready-made recipe, then point it at your own list, tag or form.
A recipe is a ready-built automation (trigger, steps, and drafted email copy) that you adopt and then point at your own list, tag or form. It’s usually faster than building from a blank flow.
- Open Automations from the sidebar.
- Click Start from a recipe (shown next to New automation when recipes are available). This opens the Start with a recipe gallery: “Proven flows, ready to make yours. You’ll pick the list it watches after.”
- Pick a card and click Use this. Three recipes are available:
- Welcome series: “Say hello, then follow up three days later. The one every list should have.” (two emails)
- Win-back: “Tag someone ‘cold’ and this reaches out gently, twice, before letting go.” (two emails)
- After they sign up: “A thank-you from a form signup, then a tag so you know who came from where.” (one email)
- This creates a draft automation with the recipe’s steps and email copy filled in, and drops you into the editor.
- Open the Starts when card and set the trigger to your own list, tag or form. The trigger kind is fixed (a list-based recipe stays list-based); you choose which specific record.
- If the recipe includes a tag step, pick which tag it should use, via the same Edit step you’d use for any tag step.
- Review the drafted emails and edit anything: subject, preview text, from address, and body all open the normal step editor.
- Click Go live when it’s ready.
To start empty instead, click Start from scratch instead on the recipe gallery, or New automation from the index.
