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Customizing Your Welcome Sequence

Updated over 3 months ago

Once someone opts in to The Results Portal and has been welcomed by Catharine, Tom, and Simon through a series of emails, they’re automatically added to your Instaloops PRO email list.

There is a templated, pre-loaded welcome email sequence in your Instaloops PRO account — all you need to do is customize it to match your voice and brand.


🔧 To personalize your welcome sequence:

  1. Log into business.instaloops.com

  2. Click Automations from the left menu

  3. Look for the folder labeled “TRP Co-Host Welcome Sequence

  4. Open the sequence and click into each step (email) to edit


✍️ For each email:

  • Replace placeholder text with your personal story

  • Update any generic “Hi there” greetings to your preferred tone

  • Add your own links, voice, or offers — make it sound like YOU

  • Save changes after each edit

You can preview the flow of the sequence from the top of the Automations tab to make sure timing and triggers are correct.

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