Free welcome email automation planner

Turn a signup promise into a testable workflow outline. Fill in what the subscriber requested, what each message should do, and when the sequence should stop. The planner creates a plain-text plan you can copy, edit, or print.

Your entries stay in this browser page. This tool does not submit the form, save your entries, or send them to a server. Copy or print your plan before leaving if you want to keep it.

How to use the planner

Describe one signup source and the specific thing the person expects to receive.
Give each message one useful job; decide what condition changes a follow-up, if any.
Write down when a person must stop receiving the sequence, including unsubscribe or suppression.
Generate the plan, review every “To decide” item, then use a separate test list to verify the workflow before launch.

Build your workflow outline

Workflow name *

Who is this for?

What action starts the workflow? *

What did the subscriber ask to receive? *

Message 1: delivery and expectation

When should the next message be considered?

What useful next step does it offer?

Is there a branch or condition?

When must the sequence stop?

How will you check whether it worked?

Fields marked * are required. Optional blank fields appear in the generated plan as “To decide.”

Your workflow plan

Next: test before launch

Use the welcome automation testing checklist to check confirmation, duplicate enrollment, branches, timing, unsubscribe handling, links, and rendering. For a fuller explanation of the planning steps, read the free welcome email automation guide.

This worksheet is a planning aid, not legal advice. Email rules and platform features vary; check the current requirements that apply to your audience and tools.