How to Automate Welcome Messages for New Customers Using ZEPIC Flows

Updated November 05, 2026 · 4 minute read

This guide covers how to trigger an automatic welcome message in ZEPIC the moment a customer signs up, fills a form, or completes a purchase.

Welcome message flows in ZEPIC are designed to help e-commerce, D2C, and travel brands greet every new customer instantly, without a team member starting the message by hand.

This adds a practical way to welcome customers without team members sending messages one at a time.

• Before You Begin (Prerequisites)
• What Is a Welcome Message Flow?
• How to Automate a Welcome Message in ZEPIC
• What to Expect After Launch
• Welcome Flow Use Cases for Your Business
• FAQs
• Explore Related Articles

Before You Begin

• An active ZEPIC account with at least one channel enabled, such as email, SMS, or WhatsApp.
• Your Shopify store connected to ZEPIC, or another source sending new customer data through a webhook.
• A welcome message ready, with any discount code or next step you want to include.
• Customers who have opted in to the channel your welcome message will use.

What Is a Welcome Message Flow?

A welcome message flow is a journey in ZEPIC that starts the moment a new customer object is created, so the greeting goes out without anyone needing to send it manually.

The flow is most often triggered by a new customer signing up or completing a first purchase on Shopify, but it can also start from a form fill, a sign-up on your website, or a new customer object created through any other connected webhook.

Once triggered, the flow can send a single welcome message or lead into a longer series introducing your brand.

How to Automate a Welcome Message in ZEPIC

1. Connect Your Customer Source: Connect your Shopify store to ZEPIC, or confirm the webhook you are using sends customer data in as a new object (e.g., a sign-up form on your website).

2. Set Your Flow Trigger: Open Flows and choose the event that starts the journey, such as a new customer created, a form submitted, or a contact added to a list, or in this case, a first purchase.

3. Add Conditions: Narrow the trigger if needed, so only the right customers enter the flow (e.g., first-time buyers only, not repeat customers). This can be a list or segment that gets updated.

4. Build the Welcome Message: Add a step for your first channel, with personalization such as first name, and include a discount code or a link to get started. Typically, stores choose email, but you can also opt for WhatsApp or SMS if they agreed to opt in.

5. Test and Launch: Trigger a test sign-up or purchase, confirm the message arrives correctly, then publish the flow to your live audience.

What to Expect After Launch

Once your welcome flow is live, your business can greet every new customer the moment they sign up or buy.

Your team does not need to track new sign-ups or send the first message by hand, meaning that every new customer gets a timely welcome, while delivery tracking shows how the message performed.

Welcome Flow Use Cases for Your Business

• First-Purchase Welcome: A D2C skincare brand triggers a welcome email with a routine guide the moment a Shopify order is placed for the first time.
• Sign-Up Without Purchase: A fashion retailer sends a WhatsApp welcome message with a first-order discount code when a visitor signs up on its website before buying.
• Form-Based Lead Welcome: A travel agency triggers an SMS welcome and a link to browse packages as soon as a prospect fills a contact form for a destination.
• Multi-Step Welcome Series: A home décor brand opens with an email on sign-up, follows with a WhatsApp message introducing bestsellers two days later, and closes with an SMS reminder of the discount code before it expires.

FAQs

Does the welcome flow only work with Shopify?
No. Shopify is the most common source, but the same flow can trigger from a form submission, a website sign-up, or any other webhook that creates a new customer object in ZEPIC.|

Can a welcome flow send more than one message?
Yes. A single trigger can lead into a multi-step series across email, SMS, and WhatsApp, with delays and conditions between each message.

Do I need coding experience to set up a welcome flow?
No. ZEPIC uses a visual Flow builder, so you can choose triggers, add conditions, and build messages without writing code.