How to Automate Your Networking with Welcome Emails

Learn how to instantly engage new leads by setting up automated welcome emails. Use AI-powered generation or manual templates to follow up automatically the moment you exchange contact information.

The Welcome Email automation is the ultimate follow-up tool for your digital business card. Whenever a new connection submits their details through your Contact Exchange Form, our system can instantly send them a personalized greeting, saving you hours of manual work. You can even chain up to three emails together to create a fully automated networking drip campaign.

Follow this step-by-step guide to configure and activate your sequence.

Step 1: Access Your Welcome Email Settings

1. Navigate to your main dashboard and select the digital business card you want to configure.
2. Open the Networking Tools menu.
3. Locate the Welcome Email card (featuring an envelope icon) and click the Edit Welcome Email button.

Step 2: Turn On the Automation

At the top right of the configuration window, you will see a master switch.

• Toggle this switch to ON to activate the sequence.
• You will see a visual roadmap showing the workflow: Trigger (Contact Exchange) → On card (Your Card) → Action (Send Email). This confirms your emails are tied directly to your lead capture form.

Step 3: Choose Your Writing Mode (AI vs. Manual)

For each email in your sequence, you can choose how the content is generated using the toggle tabs.

Mode A: Write Manually (Classic Templates)

1. Select the Write manually tab.
2. Type your Subject and Body.
3. Personalize with Tokens: Use the dynamic variables located below the editor. Click tokens like First name, Company, or Job title to insert them. For example, writing "Great meeting you, {{contact.first_name}}!" ensures the system fills in the visitor's actual name.

Mode B: AI Writes It (Smart Generation)

1. Select the AI writes it tab.
2. Instead of writing the full text, provide a prompt describing your goal.
3. Example Prompt: "Thank them for connecting, mention our software's free trial, and invite them to book a quick 15-minute demo on my calendar."

Our AI will craft a contextual email based on your prompt and the lead's specific information. (Note: AI generation is currently in beta.)

Step 4: Create a Drip Sequence (Adding Delays)

You can add up to three emails in a single sequence to keep leads warm over time.

1. Scroll to the bottom and click + Send another email.
2. A Wait block will appear between your emails.
3. Enter the number of Days and Hours to wait before the next message (e.g., a 2-day delay for a check-in).
4. Configure the content for your subsequent emails as described in Step 3.

Step 5: Save and Launch

Once your emails and delays are configured, click the Save button at the bottom of the screen. Your automated networking workflow is now live!

💡 Pro Tip

Your sequence relies on capturing an email address. Ensure your profile is optimized by reviewing our guide on Setting Up Your Contact Exchange Form to turn visitors into actionable CRM leads.