How to Set Up a Welcome Workflow in Stampede

What Is a Welcome Series Workflow?

A Welcome Series Workflow is an automated journey that runs when a new guest connects to your WiFi or signs up for your loyalty scheme.

It’s your chance to make a great first impression saying hello, sharing what makes your venue special, and inviting them to experience it for themselves. Once activated, it runs automatically for every new contact, ensuring no new guest is ever left without a warm welcome.

Common Triggers

• Guest connects to venue WiFi

• Guest joins your loyalty scheme

• Guest signs up via a marketing form

💡 Tip: You can also use this workflow to welcome new newsletter signups or app users — simply connect the relevant data source to your Stampede account.

Why Use a Welcome Series Workflow?

First impressions matter! A great welcome series helps you:

• Build trust and connection from the first interaction

• Guide guests toward their first booking or visit

• Showcase your brand personality and values

• Increase early engagement and repeat visits

Getting Started

Follow these steps to create your Welcome Series Workflow.

Step 1 : Navigate to the Workflows Page

1. Log in to your Stampede Dashboard

2. Go to Marketing → Workflows

3. Click ➕ New Workflow

Step 2 : Create Your Workflow

When prompted, complete the following setup details:

• Name: e.g. Welcome Series Workflow

• Description: “Automated welcome journey for new WiFi or loyalty signups.”

• Debounce: Set to 1 year (to avoid sending multiple welcomes to returning guests).

• Venues: Choose one or multiple venues.

💡 Pro Tip: Use tags like “New Sign-Up” or “First-Time Guest” to help track engagement across your marketing campaigns.

Click Create once complete your workflow will now appear on the dashboard, ready to design.

Designing Your Welcome Journey

Now it’s time to map out your Welcome Series in the Workflow Designer.

Step 3 : Add a Trigger

Choose your trigger:

• Trigger: Guest Connects to WiFi OR Loyalty Signup Created

This ensures every new contact is welcomed straight away.

Step 4 : Build Your Journey

1 .Send Welcome Email (Immediate)

• Thank the guest for joining.

• Introduce your venue, story, and values (e.g., “We’re all about great food, friendly service, and memorable nights out.”)

• Add a clear CTA like “Book your first table” or “Explore our menu.”

💡 Tone Tip: Keep it friendly, short, and genuine — like a warm handshake from your team.

2. Wait 1–2 Days

• This pause prevents message fatigue.

• It gives the guest space to explore before your next message.

3. Send Offer or CTA (Conversion Push)

• Share a simple incentive, e.g., “Enjoy 20% off your first meal” or “Your first drink is on us.”

• Add a booking link or “Reserve Now” button.

• (Optional) Add urgency: “Offer valid for 7 days.”

4 .Add Decision Node – Check Booking
Condition: Did the customer make a booking within X days?

If Yes:

• Tag as New Booker

• Send a Thank You email (“We can’t wait to see you soon!”)

• End the journey

If No:

• Send a reminder email (“Still thinking about it? Don’t miss your exclusive welcome offer.”)

• Wait a few more days → Tag as Unresponsive and end journey

Best Practice Tips

• Timing: Space your messages 1–3 days apart for best engagement.

• Tone: Keep it upbeat and personal — first impressions count.

• Offers: Keep incentives simple and time-limited.

• Tracking: Use Tags and Analytics to measure conversion and engagement.

Wrapping Up

Your Welcome Series Workflow is now complete! Once activated, it’ll automatically greet every new guest, introduce your venue, and drive that all-important first visit all without any manual work.

Next Steps

• Personalise your email templates with your logo, photos, and offers.

• Review your workflow analytics weekly to track open rates and bookings.

• Explore other workflows like Birthday Workflows and Review Workflows to keep guests engaged throughout their journey.