Create a welcome message: Instructions for customer acquisition

Addressing new customers through digital channels is increasingly important. An effective method to engage with prospects is to use a welcome message. This message not only creates a positive first impression, but also initiates valuable interactions that can lead to long-term customer retention. In this guide, I show you how to create a welcome message that excites your target audience and motivates them to interact with your bot.

Main Insights

• A well-designed welcome message is crucial for customer acquisition.
• Engaging users through follow-up questions enhances user interest.
• Connecting the welcome message with additional flows is crucial to optimize the customer journey.

Step-by-Step Guide

Start by opening the automation function in your software to create a new welcome message. Click on the "Automation" section and choose "Welcome message" from the submenu.

In this section, you can see that I am editing an existing flow. If you do not have an existing flow available, you can also start a new one. Therefore, open the flow's editing by clicking on "Edit Flow."

Now, think about what you want to communicate in this welcome message. You could choose an introduction like: "Thank you for signing up! How are you today?" The goal is to choose a friendly and inviting tone that encourages the user to respond actively.

Also, consider what interactions you want to trigger with this message. When a user responds to your welcome message, they usually become part of your bot. To learn more about your users, start with simple questions like: "Hi, how are you, Leon?" Add multiple response options—such as "Good" or "Not good."

The user's responses should then be tagged. These tags help you categorize interactions better and optimize future messages. In the example, you can add tags like "going well" and "not doing well." This way, you can see how your users react to the welcome message and adjust further interactions accordingly.

Now, think about what should happen next after the welcome message. Should the user be involved in a specific flow? You have many options available. For example, you could direct them to a flow where they receive offers or information about your product.

To implement this, choose the corresponding action and add it to the flow. You can do this by selecting "Start Flow" and then clicking on the desired flow you want to link with the welcome message.

If the flow you want to use has not been published yet, go back to the flow section, select your flow, and make sure everything is set up correctly. For example, if the flow integrates a question that is of interest to your users, such as "Would you like to receive the first three chapters of my new book for free?" then there are numerous interaction possibilities here.

Once you have selected your flow, ensure that all steps are properly connected. Each time your user responds to the welcome message, another automated process is set in motion, maintaining the flow of information.

Overall, this approach demonstrates that creating an effective welcome message is not just a simple step but part of a larger goal: introducing users to your system and motivating them to purchase or engage further through attractive content and interactions.

Summary

Creating a well-thought-out welcome message leads to your new users feeling appreciated and increases the likelihood that they will interact with your bot. By smartly applying such a message, you can deepen interactions and sustainably increase customer loyalty.