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CRM glossary

Welcome series

Also called: welcome programme, onboarding emails

A welcome series is the automated sequence a new subscriber or customer receives in their first days, covering what to expect, the reason they signed up and a first useful action. It usually earns the highest engagement of any programme, which makes it the best place to establish reputation with new contacts. Send the first message within minutes while intent is fresh, and resist stacking discounts: a series that teaches people to wait for an offer costs margin later.