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Automations

A four-email welcome series, with timing

What each of the four emails should do, how long to wait between them, when to stop sending, and how to build the whole thing in the Mailnaptic automation builder.

Mailnaptic team

Published 22 October 2026

Last reviewed 2 October 2026

9 min read

Welcome series, 8 days

Sample schedule, days after signup

Day 0, within minutes: email 1

Welcome, what to expect, one preference question

Day 2: email 2

Your single most useful piece of content

Day 5: email 3

How it works, or proof that other people use it

Day 8: email 4

The first offer or the first ask

A new subscriber is the warmest your list will ever be. They typed their address a few minutes ago, they remember why, and they are watching the inbox for what comes next. Most small senders waste that window by sending nothing, or by sending one thank-you and then dropping the person into the next newsletter.

A welcome series fixes that. This post covers a four-email version we think is a sensible default: what each message is for, a timing schedule you can start with, the conditions that should stop the series early, and the exact steps in the Mailnaptic automation builder. It sits inside the wider 30-day email marketing plan for a small business, where the welcome series is one of the first automations to switch on.

The short version

Email 1 goes out immediately. Emails 2, 3 and 4 follow after 2, 3 and 3 more days. Stop the series for anyone who unsubscribes, buys, or replies. Judge it by clicks and conversions, not opens.

Why four, and why this long

There is no law of nature that says four. Vendor guides vary: one agency guide we read recommends 3 to 6 emails over 7 to 20 days, with the first one sent immediately or within 24 hours, early emails spaced 1 to 3 days apart and later ones 3 to 5 days apart. Treat that as a reasonable range and not a measured result, because the guide does not publish the data behind it.

Four gives each message one job and keeps the whole sequence inside about a week, which is long enough to say what you need to say and short enough that the subscriber still remembers signing up. If you sell something considered, such as courses or high-priced goods, you may want six. If your product is simple, three is fine. The structure below survives either change because the jobs stay the same: set expectations, deliver value, build trust, make an ask.

The four jobs

Email 1: Welcome and expectations

Confirms what they signed up for and how often you will write

Day 0

Email 2: Best content

One article, guide, video or product story, not a link roundup

Day 2

Email 3: How it works or social proof

Reduce doubt: show the process, real reviews or a real customer result

Day 5

Email 4: First offer or first ask

A single call to action, with a reason to act now if you have a real one

Day 8

Exit at any point: unsubscribed, bounced, complained, purchased (or booked, or replied)

The structure at a glance. Timings are our suggested starting point, not a measured optimum.

The four emails, one job each

Email 1: say hello and set expectations

Send it within minutes. Someone who signs up and hears nothing for a day often forgets why they signed up, and a late first message looks like it came from a stranger. We would send it immediately.

The email needs four things: who you are, what they will get and how often, the thing you promised at signup (the discount code, the PDF, the first issue), and one easy action. A good action is a one-question preference ask, such as which topic they care about most, answered by clicking one of a few links, with the answer recorded as a tag. That gives you segmentation data on day zero, which feeds the kind of segments you can build from one sentence later.

Keep the design plain. Sender name should be a person or brand they will recognise, and the subject should say what is inside: "Welcome, here is your guide" does more than "Hello!". Tell them to add your address to their contacts if you like, but do not make it the main point.

Email 2: your best content

Two days later, give them the one thing you would show a friend who asked what you do. It might be the most-read article, the clearest tutorial or the product story that explains your approach. One thing, not five. The goal is for the subscriber to think "this was worth subscribing for" before you ask them for anything.

Email 3: how it works, or social proof

By day five the subscriber has seen you twice. Now reduce doubt. For a product business that is usually a short how-it-works explanation, delivery and returns in plain words, or a few real customer reviews. For a service it is a real client result, with permission. Use only quotes and numbers you can stand behind. An invented testimonial is worse than none.

Email 4: the first offer or ask

Day eight is the first time you ask for something. That can be a first-order discount, a booking, a reply or a referral. Keep one call to action. If you offer a discount, make it expire on a date you will really enforce, and say what the code applies to.

Welcome emails and CAN-SPAM

Under the US CAN-SPAM Act a message whose primary purpose is commercial needs a working opt-out, a valid postal address and an honest subject line, and the FTC says opt-outs must be honoured within 10 business days. Pure confirmations of something the person asked for are treated more lightly, but if marketing content dominates, expect the full rules to apply. Emails 2 to 4 are plainly marketing. Include the unsubscribe link and your address in all four. This is not legal advice; see the FTC guide in the sources.

Four wireframes

Email 1

Day 0

Welcome, expectations, one preference click

Welcome. Here is what to expect

Pick your topic

Email 2

Day 2

One piece of your best content

The guide people reply to us about

Read it

Email 3

Day 5

How it works, or real customer proof

How it works, in three steps

See how

Email 4

Day 8

One offer or one ask, with a real deadline

Your first order, with a thank-you

Claim it

Wireframes with example headlines. These are layout sketches, not sample results.

Timing: why 2, 3 and 3 days

The schedule above is a heuristic. The logic behind it is simple. Email 1 is immediate because it answers an action the person just took. Email 2 comes two days later, which is close enough that the signup is still fresh and far enough that it does not feel like a pile-on. After that you can widen the gap, because the subscriber has settled in and a daily cadence from a brand they met last week wears thin.

Two cautions. First, delays in the Mailnaptic builder add up along the flow, and you enter each one as a number of minutes, hours or days. A "2 days" delay then a "3 days" delay puts email 3 on day 5. Second, a delay is measured in elapsed time, so a signup at 11pm on Friday gets email 2 at 11pm on Sunday. If your audience reads on weekdays, that is worth knowing before you copy the schedule. Test with your own list rather than assuming a best time of day.

Timing schedule

Days since signup

Day 0

Email 1

Day 1

Day 2

Email 2

Day 3

Day 4

Day 5

Email 3

Day 6

Day 7

Day 8

Email 4

Step

Wait before it

Running total

Email 1

None (immediate)

Day 0

Email 2

2 days

Day 2

Email 3

3 days

Day 5

Email 4

3 days

Day 8

The schedule as a calendar and as delays. The days are our suggested starting point, not benchmarked results.

Exit conditions: when the series should stop

A fixed series is only polite if it can stop. Decide the exits before you build, because they are the part most senders skip.

  • The person unsubscribes, bounces or complains. Mailnaptic offers Contact unsubscribed, bounced and complained as triggers, which tells you these are tracked states. Add a Filter step before every email that checks that the contact status equals subscribed, and test it with a throwaway contact you have unsubscribed. Do not assume; verify.
  • The person buys or books. Sending a “claim your first-order discount” email to someone who bought yesterday is the classic welcome-series mistake. Add a tag when an order or booking happens (by hand, by automation or through your store integration) and filter on “Doesn’t have tag” before emails 3 and 4.
  • The person replies. A reply to email 1 is a conversation. Someone should read it. Decide whether replies stop the series; many small senders pause it and answer personally.
  • They are already a customer or an existing subscriber. Set re-enrollment so the same address cannot walk through twice. Skip if already completed is the setting we would reach for.

Imports and old subscribers

A trigger such as Contact created or Added to list reacts to new people in your list, including a CSV you import. If you import five years of past subscribers, you may enrol all of them in a welcome series. Run a one-contact import first and check what the Runs tab shows, or import into a different list than the one your trigger watches.

Build it in the Mailnaptic automation builder

You need a verified sending domain first, because Mailnaptic will not let you activate an automation without one (the setup is covered in the help center). Then, in Automations:

  1. Create the automation and open the Triggers panel. For a signup form, pick Added to list and choose the list the form feeds. If you use double opt-in, check which event fires after the person confirms and trigger on that, so nobody receives email 1 before they have confirmed. Use a test address to see.
  2. Add a Send email step. Fill in From name, Subject and the Preheader field (the short preview text shown after the subject). Use {{person.firstName}} with an {{else}} fallback so a missing name does not produce “Hi ,”.
  3. Add a Delay step with a value of 2 and the unit Days.
  4. Add a Filter step with rules such as Status equals subscribed and Doesn’t have tag purchased. Contacts who do not match leave the automation.
  5. Repeat for emails 3 and 4 with delays of 3 days each, then finish with an Add tag step so you can find everyone who completed the series.
  6. Set Re-enrollment to Skip if already completed.
  7. Check it. Open the simulation to see the step-by-step walkthrough with cumulative timing, and use Manual run on the Runs tab with a test contact before you switch the automation on.

One plan note. Four emails with three delays and filters is well over five steps, so this build fits Growth and above, where automations allow up to 20 steps. On Starter, with 3 automations of 5 steps each, build a three-email version: email, delay, email, delay, email.

Automation builder, example layout

Trigger: Added to list

List: Newsletter signups

Send email: Welcome

Subject: Welcome, here is what to expect

Delay: 2 days

Filter: status equals subscribed, no tag "purchased"

Contacts who do not match leave the automation

Send email: Best content

Delay: 3 days

Filter: same check again

Send email: How it works

Delay: 3 days

Filter: same check again

Send email: First offer

Add tag: welcome-complete

Useful for later segments and win-back rules

Example layout of the series as steps in the builder. Names and subjects are examples; the step types and filter rules are those the builder offers.

Settings that matter here

Automation settings (field names as in the builder)

Trigger

Other options: Contact created, Tag added, Entered segment, Campaign activity, E-commerce events and more

Added to list

Re-enrollment

Choices: Always re-enroll, Skip if currently active, Skip if already completed, Never re-enroll

Skip if already completed

Delay step

Units: Minutes, Hours, Days

2 days

Send email step

Merge tag example: {{person.firstName}}

Subject, Preheader, From name

The trigger and re-enrollment options named above. The values chosen here are examples.

What to measure after Mail Privacy Protection

Apple's Mail Privacy Protection stops senders learning when a message is opened and masks the recipient's IP address, according to Apple's announcement. In practice it loads your tracking pixel automatically for people who turn it on, so the open is recorded whether or not a human looked. Litmus's July 2026 data attributes 62.26% of tracked opens to Apple clients and says MPP now affects roughly 55 to 60% of all opens. That means a welcome series that appears to have a 70% open rate may be telling you very little.

So build the series without relying on opens. We go deeper in open rates after Apple Mail Privacy Protection and what to measure instead. For the welcome series specifically, watch these:

  • Clicks per email, compared across emails 2, 3 and 4. A fall-off between 2 and 3 tells you the how-it-works email is weak or the gap is too long.
  • Unsubscribes per email. A spike on email 4 means the ask arrived too soon or too hard.
  • Replies and purchases within a set window, for example 14 days after signup.
  • Preference clicks in email 1, because they prove someone read it.

Subject-line tests on openers are unreliable for the same reason. If you want to experiment, test the thing that happens after the click, or use click rate as the winner. Do not retire a series because opens fell.

Email client market share

Opens by email client, July 2026 (source: Litmus)

Apple (Mail, iPhone, iPad and Mail Privacy Protection)

62.26%

Gmail

27.03%

Outlook

5.83%

Yahoo Mail

2.59%

Google Android

1.45%

Sourced data: Litmus Email Client Market Share, July 2026. Apple's figure includes opens observed from Mail Privacy Protection. We did not alter the numbers.

What to measure

Signal

Reading after Apple MPP

Use it for

Open rate

Inflated by automatic loads

Trend only, never decisions

Click rate

Needs a human or a scanner click

Comparing emails 2, 3, 4

Unsubscribes per email

Not affected

Spotting a bad email or timing

Replies

Not affected

Quality of email 1 and 4

Purchases or bookings

Not affected

The real test of the series

Preference click in email 1

Not affected

Segmentation data

Our reading of each metric after MPP. A judgement, not a measured result.

Writing the emails without sounding like a template

A welcome series is easy to write badly because everyone has read a hundred of them. Four habits help. Write in the first person, as one named human. Be specific about frequency ("one email on Thursdays"), not vague ("regular updates"). Cut every sentence that exists only to be nice. And read each email aloud once; you will hear the filler.

If you use AI to draft them, treat the output as a first pass and keep your own voice rules in the prompt. We have a post on prompts for email copy that keeps your brand voice for exactly that.

After the series ends

Four emails in eight days is a start, not a destination. Move people who finished the series onto your regular newsletter, and keep the tag so you can tell them apart later. Watch them for a month. If a fresh subscriber goes quiet, hand them to a re-engagement flow and, eventually, a sunset rule; win-back campaigns and a sunset policy for inactive subscribers covers that.

Finally, review the series once a quarter. Read the four emails as a stranger would. Check the links, the offer deadline and the exits. A welcome series that quietly offers an expired discount is worse than none.

Try it in Mailnaptic

Build the series with triggers, delays and filters in the automation builder, run a test contact through the simulation, and switch it on when it behaves. Four emails with delays fit Growth and above.

Sources