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A welcome automation is the first impression your brand makes on WhatsApp. It arrives shortly after a customer creates an account or places their first order — reinforcing the relationship, setting expectations, and typically offering an incentive to drive a second purchase. It is one of the most consistently high-performing automations across Shopify stores for its simplicity and the warmth of the timing.

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Flow structure

Trigger: New Customer Created
→ Delay: 10 minutes
→ Action: Send welcome template with first-order discount

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Node-by-node breakdown

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Trigger — New Customer Created

Trigger: CUSTOMER_CREATED Source: Shopify — fires via the customers/create webhook when a new customer record is created. A new customer record is created in Shopify when a customer registers an account or completes their first checkout as a guest who is then saved as a customer. Recommended frequency cap: EVER — a customer should receive a welcome message exactly once. Using EVER ensures that even if the customer’s data triggers the webhook multiple times (edge case), only one welcome message is sent. Important: This trigger fires for every new customer regardless of consent status. Galantis validates marketing_state before dispatching the action — only customers with SUBSCRIBED consent will receive the message. Consent is collected at the Shopify checkout opt-in step, which typically occurs in the same session that creates the customer record.

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Delay — 10 minutes

A 10-minute delay is long enough to avoid the message arriving simultaneously with Shopify’s own registration confirmation email or order confirmation, while being short enough that the customer is still in the context of having just interacted with your store. This is a deliberate timing choice — not a technical requirement. The welcome message landing 10 minutes after registration feels attentive. The same message arriving 3 days later loses all of its warmth and immediacy. For customers who registered through a first purchase (rather than a standalone account creation), consider whether 10 minutes is still appropriate — if the Shopify order confirmation, shipping confirmation, and welcome message all arrive within a short window, the experience may feel crowded. A 30-minute delay is a reasonable alternative if your onboarding sends are dense.

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Action — Welcome template with first-order discount

The welcome template is the first WhatsApp message a customer receives from your brand. The goals are: reinforce that they are connected to your WhatsApp channel, deliver any promised incentive (first-order discount), and invite engagement. Effective welcome template elements:
  • Address the customer by name
  • Acknowledge the relationship (“Welcome to [Store Name]”)
  • Deliver the first-order discount code using a COPY_CODE button — customers can copy it directly from the WhatsApp message
  • A secondary URL button linking to your store or a featured collection
Suggested variable mapping:
  • {{1}} → customer.first_name
  • {{2}} → static text with the discount code (e.g., WELCOME10)
Use a COPY_CODE button type for the discount code rather than including it inline in the body text. The button makes the code instantly copyable on mobile, reducing friction between receiving the message and applying the discount.

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Extending this recipe

Add a follow-up step Extend the sequence with a second message 3–5 days after the welcome — a “getting started” or “our most popular products” message that drives the customer back to the store before their interest fades. Add a condition before the action Insert an ORDER_RECENCY condition before the action to check whether the customer already placed an order in the 10-minute window since registering (possible for customers who registered via checkout). If they have already purchased, skip the discount message and send a simpler welcome instead. Localize for different markets If your store serves multiple language markets, add a CUSTOMER_COUNTRY condition after the delay to route customers to language-appropriate welcome templates.

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Templates required

TemplatePurpose
Welcome with first-order discountInitial welcome message for new customers