# How to create a welcome campaign with ConvertKit

In this tutorial, you will learn, how to create welcome automation using ConvertKit with our Personal Discount.

Navigate to your **Shopify dashboard** > **Apps** > **Personal Discount**. Hit **Add automation**. Select **ConvertKit** as your Email Service Provider and **Welcome new subscribers** as the Campaign Type.

<figure><img src="https://3731721370-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZdVZovthV0SPlgxS6Y%2Fuploads%2FqQsRgQuEhYLjkiDfT8zR%2Fconvertkit-shopify-personal-discount-code-welcome-campaign-add-automation.gif?alt=media&#x26;token=455fa03e-dd5f-4d89-892f-c9ca64cc8f31" alt="Add Personal Discount welcome automation with ConvertKit animated"><figcaption><p>Add ConvertKit welcome automation</p></figcaption></figure>

Next, specify the automation details such as the code pattern, value, number of usages, etc. Take a look at the article on [how to configure discount](https://docs.personaldiscount.io/personal-discount-for-shopify/configure-discount) for more information.

When your automation is set up, save it and copy the code snippet to the clipboard.

<figure><img src="https://3731721370-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZdVZovthV0SPlgxS6Y%2Fuploads%2FvBViOLa6VUFQwVAdhYPl%2Fconvertkit-shopify-personal-discount-copy-code-snippet.gif?alt=media&#x26;token=2f078884-42b7-44c2-849a-34ffcafa362b" alt="Copy the Personal Discount code snippet for ConvertKit welcome automation animated"><figcaption><p>Copy the code snippet to the clipboard</p></figcaption></figure>

Now switch over to your ConvertKit dashboard. Start by preparing an email template. Click on **Send** > **Email Templates**. Then hit **New email template**. You can choose one of the pre-built ones or create your own using HTML code.

<figure><img src="https://3731721370-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZdVZovthV0SPlgxS6Y%2Fuploads%2FVv4TpuWNSOofSkvkkmqD%2Fconvertkit-create-email-template-animated.gif?alt=media&#x26;token=95eb7bf0-984a-4da9-a35a-b3bac787cf90" alt="Create ConvertKit new email template animated"><figcaption><p>Create ConvertKit new email template</p></figcaption></figure>

Prepare your template and **Save** it. Now let's create an email sequence. Click on **Send** > **Sequences**. Hit **New sequence** and select your email template.&#x20;

<figure><img src="https://3731721370-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZdVZovthV0SPlgxS6Y%2Fuploads%2Fbijn2P2I1TvgoPt9YsNK%2Fconvertkit-create-email-sequence-animated.gif?alt=media&#x26;token=0e49c9ee-085a-4c8c-83c2-4d0f9941b263" alt="Create ConvertKit email sequence animated"><figcaption><p>Create ConvertKit email sequence</p></figcaption></figure>

Now paste the code snippet from Personal Discount into your email template. Click on the **plus sign** and select **HTML Block** from the dropped-down menu. Hit **Edit** and paste the code snippet. **Save** element and **Publish changes**.&#x20;

<figure><img src="https://3731721370-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZdVZovthV0SPlgxS6Y%2Fuploads%2FFF2ttDxZEoV59crxfhlm%2Fconvertkit-shopify-welcome-campaign-personal-discount-code-snippet.gif?alt=media&#x26;token=6b0778ff-c649-449e-9897-3023eb551d51" alt="How to insert an HTML code snippet into ConvertKit email template animated"><figcaption><p>Insert an HTML code snippet into ConvertKit email template</p></figcaption></figure>

Finally, let's create welcome automation using elements we have prepared in the previous steps. Navigate to **Automate** > **Visual Automations** > **New automation** > **Start from scratch**.&#x20;

<figure><img src="https://3731721370-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZdVZovthV0SPlgxS6Y%2Fuploads%2FwJ8Na0AKNt0IPgI9oxh6%2Fconvertkit-create-automation-from-stratch-animated.gif?alt=media&#x26;token=244b915f-8bc3-40f6-b104-0420e772e260" alt="How to create ConvertKit automation from scratch animated"><figcaption><p>ConvertKit: Create automation from scratch</p></figcaption></figure>

You can rename your automation. Now set the trigger: when a subscriber is added to the list connected with your Shopify store. Hit **Add event** to confirm.

<figure><img src="https://3731721370-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZdVZovthV0SPlgxS6Y%2Fuploads%2F5gNH7ZYPrZ96SKEshPpb%2Fconvertkit-set-the-welcome-automation-trigger.gif?alt=media&#x26;token=b72364dc-e5fe-4b26-8348-4db240f49769" alt="How to set welcome automation trigger in ConvertKit animated"><figcaption><p>Select welcome automation trigger</p></figcaption></figure>

Now set the action that will be performed when a subscriber joins the newsletter. Click on the plus sign. Select the **Email sequence** from the **Action** section. Now pick the sequence that you prepared earlier. Hit **Add Action** to confirm.

<figure><img src="https://3731721370-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZdVZovthV0SPlgxS6Y%2Fuploads%2FfTKCi5mT9N8ULm2nrPT5%2Fconvertkit-set-the-welcome-automation-action.gif?alt=media&#x26;token=3c65c430-5ded-4ad8-ab72-66b1a658b14c" alt="How to add an action to the ConvertKit welcome email automation animated"><figcaption><p>Add action to the ConvertKit welcome automation</p></figcaption></figure>

It's high time to activate our automation. Hit **Live** at the right top.&#x20;

<figure><img src="https://3731721370-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZdVZovthV0SPlgxS6Y%2Fuploads%2FksPSml0T80QAHM6onPFr%2Fconvertkit-activate-visual-automation-animated.gif?alt=media&#x26;token=a0bd8bf2-66f2-4880-b36d-6731b2f39761" alt="ConvertKit: activate visual automation animated"><figcaption><p>Activate ConvertKit visual automation</p></figcaption></figure>

Voilà! From now your new subscribers will receive a message with a discount code when they join your newsletter.

<figure><img src="https://3731721370-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZdVZovthV0SPlgxS6Y%2Fuploads%2FhRxQibwgoRG6ZUGaKg1b%2Fconvertkit-welcome-email-with-shopify-personal-discount-code.png?alt=media&#x26;token=e55ccb1c-67ec-4204-8998-1cbf47a19936" alt="Welcome email from ConvertKit automation with a Shopify Personal Discount code"><figcaption><p>ConvertKit welcome email with Shopify discount code</p></figcaption></figure>


---

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