Welcome email

The welcome email is the first thing a new lead receives — usually a thank-you, a confirmation of their position, and a referral link to share. It’s separate from the verification email and serves a different purpose.

Verification vs. welcome — which is which

	Verification email	Welcome email
Sent when	Lead signs up	Lead becomes verified (or signs up, if verification is off)
Purpose	Confirm email ownership	Onboard the lead
Required action	Click verify link	None
Key variable	{{verification_link}}	{{lead.referral_link}}

If you have verification on, the order is: signup → verification email → click → welcome email. If verification is off, the welcome email sends immediately on signup.

Enabling it

In the campaign’s Settings tab, toggle Send welcome email. Then design it in the Email builder tab.

What to put in it

A good welcome email has three things:

1. A thank-you — short, warm, human.
2. The position — You're #{{lead.position}} on the list works wonders.
3. The referral link — if referrals are on, this is your viral loop. Make sharing one click.

Hey {{lead.first_name|there}},

Thanks for joining the {{campaign.name}} waitlist —
you're #{{lead.position}}.

Want to move up? Share your link:
{{lead.referral_link}}

— Sarah

Customizing per-lead

All email builder variables are available — including any custom fields you collect. If you ask for company on the form, you can write Welcome to the list, {{lead.company}} team! and it’ll personalize.

Testing

The Email builder’s Send test button delivers a copy to your own inbox with sample data. Always test before turning on a campaign — a broken welcome email is the worst first impression you can make.

When not to send one

If your form is purely transactional (e.g., a “request a demo” form where you’ll reach out manually within an hour), skip the welcome email. Anything more than the receipt feels noisy. Use the inbox for the highest-leverage moment, not every moment.