This involves a multi-step process which is outlined in our Welcome Series Kit available to download in the Customer Center. Here's an overview of the steps involved.
  1. Create a series of queries based on when a constituent record was created.
  2. Use the Query results to create a group.
  3. Create an Email Message.
  4. Setup a Recurring Message delivery.
  5. Set Up Message Delivery.
Download the Automated Welcome & Donor Series