How To Set Up A Welcome Email Funnel

How To Set Up A Welcome Email Funnel

Recently, I swapped both of my blogs mailing lists from MailChimp to ConvertKit*. I really wanted the flexibility of multiple opt-ins and sequences that MailChimp just doesn’t offer. Here on Bloggers and Bacon, you get a free three day content creation eCourse when you sign up for my mailing list (hint hint). You can have both a free eCourse as an opt in, as well as an email welcome sequence. For example, after you finish the three day content creation eCourse, I could then move you into another series of automated emails, introducing you to my handiest/most popular/my personal favourite content. In fact, that’s on my to-do list. (Small steps – blogging is an ever-changing world.)


However, because my personal blog is fairly nicheless, I chose to have an email welcome funnel on its own, rather than something like an eCourse. The downside is that it’s lacking a specific opt-in to encourage you to sign up. (Again, small steps. Rewriting my sign up links and somehow creating a nicheless opt in is also on my to-do list.)


How To Set Up A Welcome Email Funnel


How To Set Up A Welcome Email Funnel


While I am using ConvertKit, the theory behind this can be applied to any email  marketing provider you use. Just check their help section/knowledge base regarding automations to help you get started on the technical side of things.


What Do I Want Them To Know?

This was the first thing I asked myself when I started setting up a welcome sequence for my personal blog. My answer was that I wanted to introduce them to me and the wide variety of stuff I talk about on my personal blog. Put very simply, my welcome series is a selection of my favourite and/or most useful blog posts, with some additional text in the email. It’s very conversational, as if we were sitting down getting to know each other.


How Do I Structure The Welcome Emails?

I chose a structure based on themes:

  1. HELLO: a short hello, including links to my social media, and letting them know they’ll be receiving emails over the next week and a bit to get to know me.
  2. ABOUT ME: a history of my blogging/writing, with links to four posts that I think really represent me.
  3. ABOUT YOU: a very short email asking the subscriber a question about them.
  4. BLOG TOPIC 1: some career based discussion and links to relevant blog posts.
  5. WHAT TO EXPECT: talking about my forthcoming podcast.
  6. BLOG TOPIC 2: a discussion about money and how it impacts your life, along with links to relevant blog posts.
  7. WRAP UP: An email about being yourself in life, with links to relevant blog posts


The email sequence is very new, so I can’t help you out with any evaluation of the effectiveness of this structure yet. But even if it wasn’t new, I still might not share it with you! Why? Because if this is all on your to-do list, then you need to actually to-do it, gather your own data, and evaluate it against your goals. At the moment, I would say that it’s possibly not focused enough on the reader, and too much on myself. However, it’s also a personal blog, so that aspect matters a lot less than it might for your blog.


How Do You Automate It?

My emails are set up as a sequence in ConvertKit. When someone subscribes via a landing page or a form, they get tagged as a new person and added to this sequence. It’s 100% automatic. When they finish the sequence, they are tagged to join my main newsletter (again, automatically). In MailChimp you’d probably have to set it up as a separate list, with its own opt in link attached to the automation, then manually merge the names once they complete the automation sequence. (Psst, ConvertKit is so much easier for this stuff than MailChimp!).


I hope this is a helpful place to start for you if you’ve been wanting to create your own welcome email funnel. Let me know if you have any questions about getting started below in the comments.


Do you have a welcome email series? How did you come up with what to email your audience about? 


Vanessa Smith


  1. You’ll laugh to know I failed at even setting up a thingy to collect email addresses to START a newsletter.

    I joined Mailchimp and installed a plugin that supposedly collected email addresses (at the bottom when people commented) but… it doesn’t show / and I couldn’t work out how to make it show so gave up!
    Deborah recently posted…Dreaming about examsMy Profile

  2. I don’t bother with any of this type of stuff because I have nothing useful to offer anyone. But I really do admire your usefulness.

  3. A helpful post. When I was blogging about education for parents I had a mail chimp list and a newsletter. It was OK for me to do the content. I am always OK with content but to be honest, with a small readership it was not worth it. Since I began this version of blogging – personal – I just leave bloglovin’ up for anyone to sign up for updates or suggest my FB page to follow. It’s working enough for me but I value what you have written for others. Thanks for linking up. Denyse #lifethisweek
    Denyse Whelan Blogs recently posted…Exams. #LTW10. 366/315.My Profile

    • Oh I totally get that, Denyse. It depends on your blogging goals as to if it is of value to you or not. My personal blog is not a traditional money making “lifestyle” blog (eg I’ve basically given up on sponsored posts because I find what is out there doesn’t interest me) but the plans for it are a very different direction.
      Vanessa Smith recently posted…How To Set Up A Welcome Email FunnelMy Profile

  4. While this is awesome and makes complete sense, my head is about to explode just thinking about it lol. Another thing to do, with this blogging caper!

    • It depends if you really need to do it. It’s a bonus, but I’d never put something like this ahead of creating content for your blog! The other thing to consider is that automation on most email providers is a paid part, so it depends if it’s worth it to you to pay.
      Vanessa Smith recently posted…How To Set Up A Welcome Email FunnelMy Profile

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