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How to Set Up a Welcome Sequence

Build an automated welcome email sequence in MONDAi that delivers your lead magnet, introduces your brand, and moves new contacts toward their first purchase.


The welcome sequence is the first automated conversation your brand has with a new contact. Done well, it delivers on the promise that brought them to you, introduces your perspective, builds relationship, and moves them toward a natural next step.

  • Email 1 — Delivery + Welcome (immediate): Deliver the lead magnet or opt-in promise. Brief intro. One next step.
  • Email 2 — Your Story (Day 2): Why you do this. Who you are for.
  • Email 3 — Pure Value (Day 4): Useful content, no ask.
  • Email 4 — Offer Introduction (Day 6): A natural next step, not a hard sell.
  • Email 5 — Social Proof (Day 8): A client result. End with the offer link.

Steps

  1. Go to Automation → Workflows → Create Workflow

  2. Set the trigger

    Form Submitted (for lead magnet opt-in), Tag Applied, or Contact Created.

  3. Add Email 1 — immediate delivery

  4. Add a Wait step — 2 days

  5. Continue building emails with 2-day Wait steps between each

  6. Toggle to Active

Video WalkthroughFull welcome sequence build — trigger, five email actions with Wait steps, naming, and test contact activation

Common mistakes
  • Building a long sequence before testing a short one — build three emails, activate, optimize, then expand.
  • No Wait steps — without them, all emails send at once.
  • Every email is a pitch — build relationship first.
  • Same subject line style every email.

Next steps

Still stuck?

Press ⌘K to search every article, or email support@mondai.io.

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