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Send a welcome series

Status beta

Say "email every new signup a welcome series" and get three emails over a week for each new signup, stopping when they reply or buy.

Greet every signup with three short emails over a week. The series stops for anyone who replies or buys.

Needs Start a waitlist

What you get

  • 1Sequence of three emails over a weekSequence
  • 1Funnel that enrolls every signupFunnel

Your agent does

Sequence.create then Funnel.create
You, to your agent

Email every new signup a welcome series.

Send a welcome series.

Write three welcome emails for new signups.

# 1. Sequence.create
SEQUENCE=$(curl -X POST https://api.sb/leaseline.app/sequences \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"steps":[{"send":"Welcome, and the one thing to try first"},{"wait":"2d"},{"send":"How a manager tracks 200 leases in one view"},{"wait":"4d"},{"send":"Want a 20-minute walkthrough?"}],"exitOn":"Lead.converted"}' | jq -r '.sequence["$id"] | split("/") | last')

# 2. Funnel.create
curl -X POST https://api.sb/leaseline.app/funnels \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"steps":[{"form":"signup"},{"sequence":"'"$SEQUENCE"'"}]}'
import { $ } from 'startup-builder'

const sequence = await $.Sequence.create({ steps: [{ send: 'Welcome, and the one thing to try first' }, { wait: '2d' }, { send: 'How a manager tracks 200 leases in one view' }, { wait: '4d' }, { send: 'Want a 20-minute walkthrough?' }], exitOn: 'Lead.converted' })
await $.Funnel.create({ steps: [{ form: 'signup' }, { sequence: sequence.$id }] })
SEQUENCE=$(npx startup-builder do Sequence.create --json '{"steps":[{"send":"Welcome, and the one thing to try first"},{"wait":"2d"},{"send":"How a manager tracks 200 leases in one view"},{"wait":"4d"},{"send":"Want a 20-minute walkthrough?"}],"exitOn":"Lead.converted"}' | jq -r '.sequence["$id"] | split("/") | last')
npx startup-builder do Funnel.create --json '{"steps":[{"form":"signup"},{"sequence":"'"$SEQUENCE"'"}]}'
{
  "name": "do",
  "arguments": {
    "code": "const sequence = await $.Sequence.create({ steps: [{ send: 'Welcome, and the one thing to try first' }, { wait: '2d' }, { send: 'How a manager tracks 200 leases in one view' }, { wait: '4d' }, { send: 'Want a 20-minute walkthrough?' }], exitOn: 'Lead.converted' })\nreturn await $.Funnel.create({ steps: [{ form: 'signup' }, { sequence: sequence.$id }] })"
  }
}

Change it

  • Wait a day before the first email.
  • Add a fourth email with a case study.
  • Stop the series for anyone who books a call.

Under the hood

Systems
Sequences, Forms, Mailboxes
Nouns
Sequence, Funnel, Contact
Events
Contact.enrolled

The Funnel enrolls each signup in the Sequence by Contact.enroll, which skips anyone suppressed or without Consent for the series.