{"id":630,"date":"2026-01-16T09:45:37","date_gmt":"2026-01-16T08:45:37","guid":{"rendered":"https:\/\/heyloyalty.com\/support\/knowledge-base\/welcome-flow\/"},"modified":"2026-03-30T08:00:08","modified_gmt":"2026-03-30T06:00:08","slug":"welcome-flow","status":"publish","type":"ht_kb","link":"https:\/\/guides.heyloyalty.com\/en\/help\/welcome-flow\/","title":{"rendered":"Welcome flow"},"content":{"rendered":"<div class=\"wp-block-post-date__modified-date wp-block-post-date\"><time datetime=\"2026-03-30T08:00:08+02:00\">30. March 2026<\/time><\/div>\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\">Welcome flow: What is it and what does it require? <br><br>A welcome flow can be set up in your Heyloyalty account regardless of license type. It&#8217;s part of our standard suite of behavioral triggers for your automations.  <br><br>With a welcome flow , it&#8217;s obvious to welcome users, confirm that they&#8217;ve made the right choice (by signing up for your newsletter) and\/or introduce yourself and the company from a more personal side (usually works best for smaller companies). <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Setup of Welcome flow <\/h2>\n\n\n\n<p>Setup your welcome flow by clicking Automations &#8211;&gt; Create new automation &#8211;&gt; Create automation flow. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07ed813e6ec&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07ed813e6ec\" class=\"wp-block-image size-large wp-lightbox-container\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-1024x539.png\" alt=\"\" class=\"wp-image-1726\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automation.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07ed813e9ff&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07ed813e9ff\" class=\"wp-block-image size-large wp-lightbox-container\"><img decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-1024x539.png\" alt=\"\" class=\"wp-image-1727\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Create-automationflow.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Name your flow and select the list in question. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07ed813ecd9&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07ed813ecd9\" class=\"wp-block-image size-large wp-lightbox-container\"><img decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-1024x539.png\" alt=\"\" class=\"wp-image-1728\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Name-flow.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Select the Subscribe trigger and click Set Trigger. In the following popup, make sure that Select subscription type remains Subscribe, after which you click Save settings. Click Next.   <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07ed813efa7&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07ed813efa7\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-1024x539.png\" alt=\"\" class=\"wp-image-1730\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Configure-trigger.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>You will now see an empty flow. Start by building your flow by clicking on + and insert the desired element, which in this case is Email.  <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07ed813f257&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07ed813f257\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-1024x539.png\" alt=\"\" class=\"wp-image-1731\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Add-element.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Fill in the information and click Create. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07ed813f517&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07ed813f517\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-1-1-1024x539.png\" alt=\"\" class=\"wp-image-1858\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-1-1-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-1-1-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-1-1-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-1-1-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-1-1-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-1-1-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-1-1-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Email-settings-1-1.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n\n\n<p>Choose the desired email template and design your email. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07ed813f88a&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07ed813f88a\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-1024x539.png\" alt=\"\" class=\"wp-image-1733\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Choose-template.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07ed813fae8&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07ed813fae8\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-1024x539.png\" alt=\"\" class=\"wp-image-1734\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Design-your-email.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>After you&#8217;ve designed your email and saved your flow, you can activate the flow by clicking Inactive in the Status column of your automation dashboard. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07ed813fdbc&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07ed813fdbc\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-1024x539.png\" alt=\"\" class=\"wp-image-1741\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Save-flow.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07ed8140021&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07ed8140021\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1835\" height=\"965\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-1.png\" alt=\"\" class=\"wp-image-1740\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-1.png 1835w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-1-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-1-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-1-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-1-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-1-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-1-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-1-100x53.png 100w\" sizes=\"(max-width: 1835px) 100vw, 1835px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Type Activate in the box and click Activate<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a07ed81402f4&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a07ed81402f4\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-1024x539.png\" alt=\"\" class=\"wp-image-1736\" style=\"box-shadow:var(--wp--preset--shadow--natural)\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-1024x539.png 1024w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-300x158.png 300w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-768x404.png 768w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-50x26.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-1536x808.png 1536w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-60x32.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2-100x53.png 100w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/Activate-flow-2.png 1835w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><form role=\"search\" method=\"get\" action=\"https:\/\/guides.heyloyalty.com\/en\/\" class=\"wp-block-search__button-outside wp-block-search__icon-button wp-block-search\"    ><label class=\"wp-block-search__label\" for=\"wp-block-search__input-1\" >Didn&#8217;t find what you were looking for?<\/label><div class=\"wp-block-search__inside-wrapper\" ><input class=\"wp-block-search__input\" id=\"wp-block-search__input-1\" placeholder=\"Search for topics, features or pages\" value=\"\" type=\"search\" name=\"s\" required \/><button aria-label=\"Search\" class=\"wp-block-search__button has-icon wp-element-button\" type=\"submit\" ><svg class=\"search-icon\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\">\n\t\t\t\t\t<path d=\"M13 5c-3.3 0-6 2.7-6 6 0 1.4.5 2.7 1.3 3.7l-3.8 3.8 1.1 1.1 3.8-3.8c1 .8 2.3 1.3 3.7 1.3 3.3 0 6-2.7 6-6S16.3 5 13 5zm0 10.5c-2.5 0-4.5-2-4.5-4.5s2-4.5 4.5-4.5 4.5 2 4.5 4.5-2 4.5-4.5 4.5z\"><\/path>\n\t\t\t\t<\/svg><\/button><\/div><\/form>\n\n\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-6c531013 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"208\" height=\"118\" src=\"https:\/\/heyloyalty.com\/support\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo.png\" alt=\"\" class=\"wp-image-85\" style=\"width:108px;height:auto\" srcset=\"https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo.png 208w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo-50x28.png 50w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo-60x34.png 60w, https:\/\/guides.heyloyalty.com\/wp-content\/uploads\/sites\/2\/2026\/01\/HL-Logo-100x57.png 100w\" sizes=\"(max-width: 208px) 100vw, 208px\" \/><\/figure>\n\n\n\n<p><br>If you need information or help that you cannot find here on the guide site, you are always welcome to contact our support! <br><a href=\"mailto:support@ubivox.com\">support@heyloyalty.com<\/a> \/ tel. 87 300 399<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Setup of Welcome flow Setup your welcome flow by clicking Automations &#8211;&gt; Create new automation &#8211;&gt; Create automation flow. Name your flow and select the list in question. Select the Subscribe trigger and click Set Trigger. In the following popup, make sure that Select subscription type remains Subscribe, after which&#8230;<\/p>\n","protected":false},"author":6,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[67,68],"ht-kb-tag":[],"class_list":["post-630","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-automations","ht_kb_category-automationsflow"],"_links":{"self":[{"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb\/630","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/comments?post=630"}],"version-history":[{"count":6,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb\/630\/revisions"}],"predecessor-version":[{"id":3366,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb\/630\/revisions\/3366"}],"wp:attachment":[{"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/media?parent=630"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb-category?post=630"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/guides.heyloyalty.com\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=630"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}