Tool SOPs/Postscript/Welcome Text Flow

Postscript Welcome Text Flow SOP

AY
Anand Yadav · Founder, ReccordSOP
·Last reviewed June 1, 2026

The welcome flow is the highest-converting SMS sequence you'll build. It captures subscribers when intent is hottest, right after they opt in. Most brands send one welcome text and stop. The brands winning at SMS run 4 to 7 message welcome flows with discounts, content, and urgency.

Why this SOP matters

A strong SMS welcome flow converts 30 to 50 percent of new subscribers to first-time buyers, often at higher conversion than the equivalent email series. Most of that conversion happens in the first 7 days after opt-in. Don't waste the window.

Step-by-step SOP

  1. 1

    Configure list sources separately

    Subscribers from popup vs checkbox at checkout vs keyword campaigns. Each source has different intent. Build different welcome paths.

  2. 2

    Send the first text within 30 seconds of opt-in

    The discount code subscribers signed up for. Faster delivery means higher conversion.

  3. 3

    Wait 24 hours, send the second text

    Brand story, social proof, or product education. Not another discount. Build the relationship.

  4. 4

    Wait 2 days, send urgency reminder

    Discount code expiring. Adds purchase pressure without being pushy.

  5. 5

    Configure quiet hours

    Set 9pm to 9am quiet hours by subscriber timezone. SMS at 6am loses you the customer permanently.

  6. 6

    Add compliance footers

    Every send needs STOP/HELP instructions on the first message. Postscript handles this if configured. Verify quarterly.

  7. 7

    Test on a real device

    Preview in Postscript shows the message. Test send to a real phone shows the actual experience including unsubscribe footer length, MMS image quality.

  8. 8

    Set the exit condition on purchase

    Customers who buy exit welcome and enter post-purchase. Don't keep texting buyers about the welcome discount.

Common mistakes to avoid

  • ×Sending the first text more than 5 minutes after opt-in (subscriber has moved on)
  • ×Not differentiating welcome flows by subscriber source
  • ×Forgetting quiet hour configuration, sending at 4am their time
  • ×Hardcoding the discount value in the message instead of using merge tags
  • ×Not exiting the flow on purchase, double-messaging new buyers

Stop rewriting this SOP every quarter

Record your screen while performing the postscript welcome text flow. ReccordSOP turns the recording into a SOP with timestamped screenshots. When your live setup changes, drift detection flags it.

Generate this SOP free

FAQ

How many messages should the welcome flow have?

Four to six. Two is too few to build relationship. More than seven and unsubscribes spike.

What discount works in SMS welcome?

10 to 20 percent off. SMS subscribers expect a tangible offer. Below 10 percent and conversion drops sharply.

Should welcome flow include MMS or just SMS?

Include one MMS (with a product image) in the flow. MMS opens at 20 percent higher rates but costs more per send.

AY
Anand YadavFounder, ReccordSOP

I built ReccordSOP after watching too many DTC ops teams lose months to undocumented workflows. These SOPs are battle-tested with Shopify operators running $1M to $50M brands.

Last reviewed June 1, 2026

More Postscript SOPs