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Goal. The moment someone creates an account, send them a warm welcome email, then follow with a two or three step onboarding series over the next few days. Who it’s for. Web2 teams (SaaS, apps, e-commerce) working from email. Web3 teams with an email on file can run this exactly as written; if you only have a wallet, use Welcome a new wallet instead. Outcome to move. Activation: the share of new signups who complete your key first action (verify, create a project, make a first purchase).

Prerequisites

  • A verified sending domain so email sends from your address. See Domain Authentication.
  • Consent to email the person. Collect it on your signup form (a checkbox) or through a capture form.
  • If you’ll send the signup from your backend, a secret key. See API keys.

Build it

1

Tell Onchain Suite someone signed up

Two ways, pick one:
  • No code: embed a capture form on your signup page. A confirmed submission adds the contact and can trigger the welcome automatically.
  • From your backend: if your app already has the consented email, send an account_created event. This is the flexible path and the rest of this guide assumes it.
What this does: tells Onchain Suite “this person just signed up,” so an automation can greet them. It runs from your server with a secret key.
The attributes (like first_name and plan) attach to the contact, so you can personalize the email and branch on them later. See Custom events for the full field list.
2

Build the welcome automation

In the automation builder, create a flow whose trigger is your signup, then a Send email block. If you used the event above, trigger on the custom event account_created; if you used a form, trigger on Form submitted. See Triggers and conditions.trigger (account_created) → send email (Welcome)
3

Write the welcome email

Use a template or type the subject and body inline. Personalize with the attributes you sent, for example a {{ first_name }} greeting. Keep it to one clear next step.
4

Add the onboarding series (optional)

Extend the flow with a wait and a second email:trigger → send email (Welcome) → wait 1 day → send email (Getting started) → wait 2 days → send email (Tips)Each Wait block parks the contact until it’s time, so the series costs nothing while it sits.
5

Activate and publish

Both are required. An active but unpublished automation matches signups and does nothing. See the publish step.

Test

Send the event with your own address (or submit the form), then check the automation’s entries to confirm the welcome fired. On a test secret key (sk_test_…) the event is a dry run, so nothing sends; use a live key and your own inbox for an end-to-end test.

Measure

  • Welcome open and click rate on the campaign report.
  • Activation: did welcomed users complete your key first action? Send that as another event (for example project_created) and compare.
  • Onboarding completion: watch the automation’s completion rate in Automation performance.

Variations

  • Branch by plan. After the welcome, add a Branch on the plan attribute to send paid and free users different next steps.
  • Double opt-in. If you collect email through a form with confirmation, the welcome fires only after the person confirms, which keeps your list clean. See Capture forms.
  • Web3 parallel. No email, just a wallet? Run Welcome a new wallet, which greets the user in-app instead.