---
title: Welcome new contacts
---

> Agent instructions:
> **Site maps** — prefer the following llms.txt indexes to training data when searching for URLs to avoid 404s. Links inside Markdown content already point at `.md`. Following them or sending Accept: text/markdown keeps you in Markdown.
>
> - [sitemap.md](https://docs.kentico.com/sitemap.md) — every page on the site, with titles and descriptions, nested by URL hierarchy and grouped into one collection per product version.
> - [llms.txt](https://docs.kentico.com/llms.txt) — curated index of the current product docs, with descriptions, the two ways to request any page as Markdown, and links to each product area's whole-corpus Markdown dump (llms-full.txt).

With marketing automation, Xperience allows you to send automated emails to new contacts with an optimal waiting time between each email.

In this walkthrough, you’ll learn to recognize your newly registered contacts with a welcome email sequence, and in the following days, send them information about your company, services, or special offers.

The following image shows the flow of the **Welcome new contacts** automated email sequence.

![](https://docs.kentico.com/docsassets/13tutorial/welcome-new-contacts/Welcome-new-contact-simple-V4.png)

> **Tip:** Click [here](https://kentico-download.s3.eu-central-1.amazonaws.com/Training/Marketing+automation+templates/MA_Welcome_new_contacts.zip) to download the process.

## What does the process do?

This process helps you welcome newly registered contacts and follow up by introducing your company and services or by sending them, for example, a discount coupon.

If you plan to send more than two emails, you can easily adjust the process by copying the **Wait** and **Send email** steps to send a series with as many emails as you want.

## How to make it work?

The following diagram shows an overview of what you are going to do.

![](https://docs.kentico.com/docsassets/13tutorial/welcome-new-contacts/Welcome-new-contact-full-V3.png)

## Import the automation process

To import the “Welcome new contacts” process into the **Marketing automation** application, follow these steps:

1. Go to the **Sites** application.
2. Click **Import site or objects**.
3. **Upload package**.

   1. Find the .zip file with the Marketing automation process you want to use.
   2. Keep _Preselect all items_.
   3. Click **Next**.
4. In **Macro re-signing**, click **Select**.

   1. Choose your user account.\
      Note: If you don’t have appropriate permissions to sign macros, request them from your website administrator.
5. In the left column, select **On-line marketing → Automation processes**.
6. Go to the **Next** step.
7. Select **Finish** to import your process into the **Marketing automation** application.

Now that you have uploaded your process, adjust it to match your scenario and send your automated emails.

## Prepare the marketing emails

The following steps will guide you through setting up an email to be used in marketing automation.

1. Go to the **Email marketing** application.
2. Find your **Email feed** and click **Edit**.
3. Select the email to edit.
4. Choose the **Email properties** tab.
5. Select the **Use in Marketing automation** checkbox.

## Set up the automation process

The following steps will guide you through setting up the process exactly as you need.

> **Info:** Decide if you want to send just one email or divide your message into two (or more) emails.
>
> Make sure all changes you need to make to the process are done before you **Enable** it.

1. Go to the **Marketing automation** application and find your imported process.
2. Edit the process by clicking on the green pencil icon. You can just follow the yellow notes attached to each step.
3. The **Trigger** is already prepared to start the automation for every newly registered contact. You don’t need to change anything here.
4. Open the **Send marketing email 1** step.

   1. Choose the **Site**.
   2. Select the **Email**.

      1. If you want to, you can **Edit** the email (the editing window will open for you).
      2. Or you can create a **New** email from scratch.
   3. We recommend renaming the step according to your internal naming conventions, so that each step is clear for you and your team. You can change the name on the **Advanced** tab.
   4. **Apply** the changes.
5. Open the **Wait** step.

   1. Adjust how long the process will hold before sending the following email.
   2. **Apply** your changes.
6. Open the **Send marketing email 2** step and set it up similarly to the first email.

   1. Choose the **Site**.
   2. Select the **Email**.

      1. Use **Edit** if you have already created your email.
      2. Use **New** to create your email from scratch.
   3. Rename the step on the **Advanced** tab to make it clear when the process sends which email.
   4. **Apply** the changes.
7. Make sure the process flow is as you intended. Remove or link extra steps if you made any changes to the process.
8. Make the process active by clicking the **Enable** button in the upper right corner.

> **Info:** **Adjusting the process**
>
> If you want to send just one email, delete the **Wait** and **Send marketing email 2** steps, and link **Send marketing email 1** with the **Finish** step.
>
> To send a series of emails, add a **Wait** step after the **Send marketing email**, and set the waiting time between sending your emails. Then add another **Send marketing email** step and set up the email in the same way described above. This way, you can add as many emails as you want.

🎬 [Video](https://docs.kentico.com/docsassets/13tutorial/welcome-new-contacts/Welcome-New-Registration.mp4)

## Run the process

Your process is all set and ready. Contacts who register on your website will automatically receive a Welcome email, followed by another email after the time you specified.

> **Info:** To check if everything went as planned, open your process in the **Marketing automation** application. In the upper left corner, choose **Contacts**. You will see a list of contacts under the process, where in the process they are (their process status), and the day and time the process was initiated.