Welcome (and confirmed opt-in) campaigns can be configured to send when a form is submitted, when a CSV import occurs, or when new contacts are added via API.
First, you need to create the automated campaign and activate it. See this article for details on this process.
- Form submission - Assign your automated message to a form. In the form editor, navigate to the "INFO" tab (right side). Choose the type of automated message from the "Automated Sign Up Message" drop-down:
- CSV import - In the last step of the CSV import process, open the "Import Action" menu. To send a your welcome, select "Import as regular contacts and send hello message". To send your confirmed opt-in, select "Import as unconfirmed contacts and send confirmation request":
- API - A contact status of needs-hello can be sent with the call to add a new contact & send a welcome. Or, use needs-confirm to send a confirmed opt-in.
Visit our automated messages best practices article for tips.