Want to make new members feel at home and guide them toward value quickly? Heartbeat makes it easy to send a sequence of automated welcome emails using Workflows.

New to workflows? Check out our full Workflows Overview →

Step-by-Step: Set Up Your Welcome Email Sequence

1. Go to Settings → Workflows

2. Click Create Workflow

3. Use the “Send a welcome email sequence to new members” template

This loads a prebuilt sequence of emails:

• Email 1: Sent ~5 minutes after a member joins

• Email 2: Sent 1 day later

• Email 3: Sent 2 days later

Each email can guide members toward:

• High-value channels

• Upcoming events

• Course content

• Helpful documents and tutorials

Customize the Experience

You can add even more actions to your workflow:

• Additional emails

• Direct messages

• In-app popups

Think in milestones — what should a member do by day 1, day 3, and day 7? Use email nudges to help them get there.

Final Steps

• Replace any placeholder text in the email templates

• Click Save to activate the workflow

• Heartbeat will now auto-trigger the sequence for every new member

Once saved, you’ll see how many runs the workflow has completed — so you can track engagement over time.

Need help planning your sequence or refining your messaging? Reach out to us anytime — we’re happy to help.