🏷️ The Welcome automation is unlocked on the
Loyalty Accelerate plan with the Marketing add-on.
Marsello’s Welcome automation lets you automatically send a personalized welcome email to new customers—complete with timing controls, segmentation, and optional discounts—so you can engage customers from day one without manual work.
What is Marsello's Welcome automation?
Marsello's Welcome automation sends an email when a customer first signs up or meets a defined condition. It’s an easy way to:
welcome new customers
share key information about your brand or loyalty program
incentivize a first or repeat purchase with a discount
In this guide, you’ll learn how to edit triggers, delays, email content, and discounts in the Marsello's Welcome automation.
How do I customize the welcome automation for new signups?
📝 Note: You may also create the welcome automation with a Marsello incentive in Klaviyo.
Step 1: Open the Welcome automation
1. In the Marsello admin, go to Marketing > Automation
2. Use the search bar to search for Welcome.
3. Locate the Welcome newsletter signup automation and click Edit.
Step 2: Customize the trigger settings
4. From the automation's workflow, click on the cog icon next to Trigger to open the Trigger settings.
From here, you can update:
Automation name: Enter/update your automation name
This automation name is internal only and is to help you identify your automation in the Automation admin.Trigger – When a customer is created: You can choose to send to all customers who meet this trigger, choose to send to selected segment(s), or create a new segment. The customer can sign up for your marketing via the POS order, eCommerce order, or a form.
Exit condition: Exit conditions determine when the customer leaves the automation flow. Select When a customer makes an order or completes the automation flow.
💡Optional step: Add a delay
Add a delay from when the customer enters the flow to when your first email will be sent. To update your automation's delay settings:
1. Click the pencil icon to open the Delay settings.
2. Select how much time to wait before the next email in the flow will be sent and select Save changes
3. Click Save changes.
Step 3: Customize your welcome email design
5. Click the pencil icon to start customizing the email in your automated flow.
6. Use the drag-and-drop editor to customize your email:
Add, remove, or rearrange content blocks
Update text, images, buttons, and layout
Match the design to your brand and message
🎨 Design tips
Choose from a range of drag-and-drop content blocks
Adjust layout, text, images, and buttons
Use AI assistance to help generate or improve content
Step 4: Review or update the discount block
7. By default, your welcome email includes a preset discount block.
If you want to keep the discount:
Update the text block to explain the discount to customers.
If you want to change the discount:
Remove the existing discount block, then add a new discount block to the email.
⚠️ Important: The types of rewards you can create depend on the POS or eCommerce platform connected to your account.
Step 5: Save and enable your automation
8. Click Save and Return after editing the email.
9. Click Save and Return again from the automation workflow.
10. Enable the automation when you’re ready to start sending emails.
Your customers' experience
When a customer receives the welcome email:
The discount appears under the Discount button
Customers can click through to claim their unique discount code
The discount expiry period begins once the email is received
📝 Note: The discount code is created in your WooCommerce integration when the customer clicks claim, ready for the customer to use on their next purchase.
Once the customer has received the email, the expiry period on the discount will begin.
