Welcome Emails
Automatically send a welcome email to new leads when they are captured.
Welcome emails are sent automatically when a new lead is captured in your workspace. They make a great first impression and let leads know who you are and what to expect.
How it works
When a lead enters your workspace (from a report lead gate, valuation form, or manual entry), Market Trak can automatically send them a welcome email. This happens:
-
On lead creation - for manually added leads or CSV imports (if the welcome email toggle is on)
-
The moment a lead signs up - for leads captured via a public report unlock, an embed signup, or a report email signup. Submission and welcome email now happen in a single step (we previously waited for the lead to click a confirmation link, but that gate has been removed).
The welcome email is sent as a one-off message, not as part of a campaign.
Enabling or disabling
You can toggle welcome emails on or off in Workspace Settings under the Email section.
-
On - every new lead receives a welcome email automatically
-
Off - no automatic emails are sent (you can still send campaigns manually)
The welcome email template
Your workspace has a system-provided welcome email template. This template:
-
Is pre-written with sensible defaults
-
Uses basic personalisation variables
-
Includes a required unsubscribe link for compliance
Available variables
The welcome email supports a limited set of safe variables:
| Variable | What it inserts |
|---|---|
{{lead_name}} | Lead's first name |
{{location}} | The location associated with the lead |
{{workspace_name}} | Your company name |
{{unsubscribe_link}} | Unsubscribe link (required) |
Note: Report-specific variables (like
{{report_link}}or{{averagePrice}}) are not available in welcome emails because the email is sent before a report context exists.
Email delivery
Welcome emails are sent using your workspace's configured email domain. If you have a custom email domain set up, the welcome email comes from your domain. Otherwise, it uses the default Market Trak sending domain.
Tips
-
Keep your welcome email short and friendly
-
Introduce your agency and what the lead can expect to receive
-
Include your contact details so they know how to reach you
-
The welcome email sets the tone for your relationship with the lead, make it count
Last updated 1 day ago
Built with Documentation.AI