Use Case
When a new user registers on your WordPress site, you want to immediately send a personalized welcome email. This creates a great first impression and guides them through their next steps.
Common scenarios:
- Custom welcome message with branding
- Account confirmation with login details
- Onboarding sequence starter
- Community introduction
- Resource guide for new members
Step-by-Step Setup
1. Create a New Workflow
Navigate to Sequensy → Workflows in your WordPress admin and click Add New Workflow.
Name your workflow “Welcome Email for New Users” or “New Member Onboarding”.
2. Configure the Trigger
Select User Registered as your trigger. This fires whenever a new user account is created.
Available filters:
- User Role: Only welcome specific roles (e.g., Customer, Subscriber)
- Registration Source: Filter by how they registered
3. Set Up the Send Email Action
Configure your welcome email:
| Setting | Example Value |
|---|---|
| To | {user_email} |
| Subject | Welcome to {site_name}, {first_name}! |
| From Name | Your Brand Name |
| Reply-To | hello@yoursite.com |
Email Body Example:
Hi {first_name},
Welcome to {site_name}! We're excited to have you join us.
Your account has been created successfully. Here's what you
can do next:
1. Complete your profile: {profile_url}
2. Explore our resources: {resources_url}
3. Connect with the community: {community_url}
Your Login Details:
Username: {user_login}
Login URL: {login_url}
If you have any questions, just reply to this email—we're
here to help!
Best regards,
The {site_name} Team
4. Add Follow-Up Actions (Optional)
Chain additional actions for a complete onboarding:
- Create Coupon: Welcome discount
- Update User Role: After email verification
- Add to List: Newsletter subscription
5. Test Your Workflow
- Enable the workflow
- Register a new test account
- Verify welcome email is received
- Check all merge tags populated correctly
- Test any links in the email
Pro Tips
Personalize immediately: Use their first name and reference how they signed up to make the email feel personal.
Set expectations: Tell them what emails to expect and how often.
Single call-to-action: Focus on one next step (complete profile, make first purchase, etc.) rather than overwhelming with options.
Mobile-friendly: Most emails are read on mobile—keep it scannable.
Email Templates by Business Type
E-Commerce Store
Subject: Welcome! Here's 10% off your first order 🎉
Hi {first_name},
Thanks for creating an account! As a welcome gift, here's
10% off your first order:
Code: WELCOME10
Start shopping: {shop_url}
Your code expires in 7 days, so don't wait too long!
Membership Site
Subject: You're in! Let's get started
Hi {first_name},
Welcome to the community! Your membership is now active.
Here's how to get the most out of your membership:
📚 Start with our beginner guide: {guide_url}
💬 Introduce yourself in the forum: {forum_url}
📅 Check upcoming events: {events_url}
See you inside!
SaaS/App
Subject: Your {site_name} account is ready
Hi {first_name},
Your account is all set up and ready to go!
Quick Start:
1. Log in to your dashboard: {dashboard_url}
2. Complete the 5-minute setup wizard
3. Invite your team members
Need help? Check our getting started guide: {docs_url}
Available Merge Tags
| Tag | Description |
|---|---|
{user_email} | User’s email address |
{first_name} | User’s first name |
{last_name} | User’s last name |
{user_login} | Username |
{display_name} | Display name |
{site_name} | Your site name |
{login_url} | Login page URL |
Troubleshooting
Email not sending?
- Check workflow is enabled
- Verify email delivery (use WP Mail SMTP)
- Review spam folders
Merge tags showing as text?
- Check tag spelling
- Ensure user profile has the data
- Review merge tag format
Duplicate emails?
- Check for conflicting WordPress welcome emails
- Disable default WordPress registration email
- Review other email plugins