11 Practical Tips to Optimize Your Welcome Emails

Email Marketing is like dating. All types of relationships and communication in the world depend on trust. The same principle applies to email marketing. There are things that you can do to optimize your welcome emails and by the end of this blog post you will know 11 ways to do that.

Trust is the glue of life. It’s the most essential ingredient in effective communication. It’s the foundational principle that holds all relationships.

– Stephen Covey

When you have a date, you likely know the person you are meeting and what they look like. Would you knock on a stranger’s door, and expect them to immediately go on a date with you? No, of course, you would not.

Similarly, in email marketing, you need permission to start communication.

Make your sign-up process easy for website visitors. When a user subscribes to your email list and agrees to receive emails from you, it’s like saying, “Yes, I’ll go on a date with you”.

Now you have a subscriber, congrats! But what next? You have to make a good first impression and build a more trusting relationship.

“The first impression is the lasting impression.”

The same principle applies to email. Building business relationships starts with building trust from the very first email- your welcome email.

Your welcome message should then encourage subscribers to take the next step.

Let’s assess some facts:

The welcome message is the first conversation between a business and a new subscriber. You must create an effective, actionable, and engaging welcome message which encourages subscribers to take action.

Here are 11 Practical Tips to Optimize Your Welcome Emails

1. Immediately send a welcome email

Don’t make new subscribers wait for your first welcome email.

As soon as someone registers, send an immediate welcome message thanking them for opting-in to your list. Set expectations and ask them to take the next step.

Take a look at this example, from Scribd

optimize your welcome emails

2. Include your brand name in the ‘from’ field

From name encourages people to engage with an email. ALWAYS put your brand name as a ‘from’ name.

When a subscriber receives an email, she looks at the from field to see which brand sent the message.

optimize your welcome emails

3. Include the word ‘welcome’ in the subject line

You should mention the word ‘welcome’ in the subject line to make the email stand out in the subscriber’s inbox.

Here’s some inspiration

optimize your welcome emails

4. Make your welcome email personal

If you collected your subscriber’s name or other information then you should greet her by name.

Emails with personalized subject lines are 26% more likely to be opened. Also, personalize the email greeting with the subscriber’s name.

Hubspot Academy delivers a great example.

optimize your welcome emails

5. Include a perk or special gift

You should include a free gift or offer in the welcome email. A subscriber wants to know what’s in it for me. A special gift encourages subscribers to take further action.

Welcome emails with offers tend to have higher transaction rates and revenue per email than those without.

Experian Welcome Email Report

Beachbody, a fitness company offers a $10 welcome voucher to new members.

optimize your welcome emails

Knock Knock offers a 20% off welcome coupon.

optimize your welcome emails

6. Educate your subscribers

A welcome email is the best way to educate your subscribers about your company, and your product or services. Let your new subscribers know what to expect from you.

Storytelling is the best way to educate a new subscriber. Keep the copy short, and easy to digest.

SEE ALSO: How to Tell a Convincing Brand Story in 3 Easy Steps

See how Udemy, an online learning platform, educates their new subscribers.

optimize your welcome emails

7. Tell them what to do next

Tell subscribers how to get started and make the process very clear. You should include lists, bullets, or visuals in your welcome email to give subscribers clear instructions how to use your product or service.

See how Animoto guides subscribers through creating a video.

optimize your welcome emails

Disqus also provides a guide with their welcome email.

optimize your welcome emails

8. Create a welcome series

Sometimes a single welcome email isn’t enough to establish a relationship with subscribers.

A welcome series is a great way to educate new subscribers, highlight your product features or benefits, and set expectations.

Here is a welcome series from Visme, a content tool.

First Email

Subject Line: Welcome to Visme – Your Account Details

optimize your welcome emails

Second email

Subject Line: Why should you use Visme?

optimize your welcome emails

Third email

Subject Line: Feedback on your Visme account and offer code

visme email 3

9. Have a clear call-to-action

If you want to optimize your welcome emails you need a clear call-to-action. An effective CTA helps to encourage your subscribers and increase conversions. Make sure your CTA is clear and that it stands out.

You should use a button rather than hyperlinked text. Avoid words like ‘click here’. Use phrases such as ‘Shop Now’, ‘Start Free Trial’ and ‘Buy Now’.

NatureBox, a snack company, does a great job with their CTA button.

optimize your welcome emails

Bonobos makes their CTA button stand out with whitespace.

optimize your welcome emails

10. Link to social media

Tap into the power of social media. Put social buttons for your active platforms in your welcome email and ask subscribers to follow you. Social linking can boost your campaign performance.

Take a look at this email from UrbanDaddy.

optimize your welcome emails

GILT asks for follows on social media at the bottom of their emails.

optimize your welcome emails

11. Provide them a preference center

Another way to optimize your welcome emails is to provide your subscribers with a preference center. You can reduce your unsubscribes and provide an alternative. Offer subscribers a preference center or subscription center to make it easy for them to set their preferences at any time.

This allows them to update email address, change the email frequency, change the content type and even unsubscribe.

Bonobos does a good job with their preference center.

optimize your welcome emails

Now it’s your turn – Tell us about your welcome emails. What tips would you like to add to this list? Share your thoughts in the comments section.


  • I love this post and always come back to it.
    I like #11 the most (it is the reason why I unsubscribe from some newsletters.)
    Thanks for sharing. Cheers,

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