---
aliases: ["Set up automated welcome sequence"]
Is A: Task
Belongs to: "[[24q4]]"
Status: Done
Owner: "[[person-luca-rossi]]"
---
# Set up automated welcome sequence

Building on the onboarding checklist created in [[24q3]], this task implemented the full automated welcome sequence in the email platform. The previous version required manual triggering for some steps; this task made the entire 14-day sequence fully automated, including conditional logic (e.g., skip the "best of" digest if the subscriber already opened 3+ regular editions).

The automation also included tagging logic to segment new subscribers by acquisition source (organic, referral, podcast, cross-promotion) so that future analysis could identify which channels produce the most engaged subscribers.

## Acceptance criteria

- [x] Implement the full 14-day welcome sequence as automated workflows
- [x] Add conditional branching based on subscriber engagement signals
- [x] Set up source-based tagging for all new subscriber acquisition channels
- [x] Test the complete flow with test accounts for each branch
- [x] Monitor the first 500 subscribers through the automated sequence and verify no errors

## Notes

- The conditional branching reduced email fatigue -- subscribers who were already highly engaged did not receive redundant touchpoints, keeping the experience feeling personal rather than automated.
- Source-based tagging revealed that podcast-sourced subscribers had the highest 90-day retention (88%) followed by organic (82%) and referral (78%). This data informed channel investment decisions for [[25q1]].
- Related to [[procedure-subscriber-onboarding]] which was updated to reflect the automated workflow.
