The Email & CRM Vault

Welcome Flows Are Dead. Orientation Flows Are Thriving.

Written by Beth O'Malley | 01/2026

 

⌚ 7-12 minute read (depending on how much this irritates you)

Let’s start with a line that will annoy a few people (good):

Welcome flows are dead. Orientation flows are thriving.

Not because automated journeys have stopped working. Not because “email is dead” (10/10 do not recommend that take). But because most welcome flows are built on the wrong premise.

They’re built like a brand, business or person ntroduction.

They’re written like a speech.

They’re designed like a brochure.

And they’re sent into the one place people are least emotionally available to receive them: the inbox.

People do not join your list to be welcomed, they join your list because they want something, or they need something, or they’re solving something, or they’re curious about one specific thing you promised them.

And that means your first job isn’t to welcome them.

It’s to orient them.

 

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Your welcome flow is usually about you

Most welcome flows follow a predictable formula:
  • “We’re so excited you’re here!”
  • “Here’s our story”
  • “Here’s what we stand for”
  • “Here are our bestselling products/case studies/clients”
  • “Here’s 10% off / book a call / take the next step”
  • “PS: follow us on Instagram”

Which is fine… if someone has actively asked to be in a relationship with your brand.

But that’s not what most opt-ins are.

Most opt-ins are transactional or consequential. They’re a moment. A click. A decision. A quick exchange.

And the person on the other side is not thinking:

“Wow, I can’t wait to get to know this brand.”

They’re thinking:

  • Why am I getting this? 
  • How often is this going to happen?
  • Is this going to be salesy?
  • Did I just sign up for spam?
  • Will unsubscribing be annoying?
  • Is this worth my attention?

That’s not a welcome moment.

That’s a risk evaluation.

The inbox is not a neutral space

A welcome flow assumes the inbox is a friendly room where someone has invited you in for a chat.

It isn’t (not always). 

The inbox is a task environment, a scanning environment and a filtering environment.

It is shaped by habits, pressure, emotional load, and subconscious triage.

People enter their inbox to:
  • clear
  • check
  • find
  • confirm
  • respond
  • fix something

They do not enter their inbox to be “welcomed”. And when you send a new subscriber three glossy emails about your origin story and your values, you’re not building a relationship.

You’re creating cognitive friction, you’re forcing them to do work. You’re asking for attention they haven’t decided to give you yet.

 

Welcome flows don’t build trust. They test it.

This is the part you all miss!

Your first emails aren’t judged like normal marketing emails.

They’re judged like a first impression in a high-risk environment.

A new sender triggers a set of subconscious checks:

  • Is this what I signed up for?
  • Is this sender safe?
  • Is this going to be relevant?
  • Should I just bin them off as I only needed that one thing? 
  • I'll just delete anymore I get? 
  • Why did they just send me this?
  • Who is this, I can't remember? 
  • Is this going to increase my inbox burden?
  • Is this going to try to sell to me immediately?
If you fail those checks early, you don’t just lose a few opens.

You train the brain to treat you as ignorable.

That’s predictive coding in action: your audience learns what you are before they even open you.

And once you’ve been filed as “noise”, the best subject line in the world won’t save you.

 

The real problem: we’ve misunderstood what “welcome” actually means

If we’re honest, “welcome flow” has become shorthand for:

“a sequence we build because everyone says we should build one.”

Not because it’s strategically designed around the subscriber’s entry point, motivation, and expectations.

Not because it’s aligned to how people behave in the inbox.

Not because it’s engineered to reduce uncertainty and increase relevance.

It’s just… there.

And that’s why most welcome flows “work” in the short term (a few nice metrics), then quietly fail long-term (attention decay, disengagement, spam complaints, lower inbox placement).

Because they don’t create orientation.

They create output.

Plus 99% of email knowledge out there is for eComm brands - not B2B, education, membership etc (I see you and I'm working on it!). 

 

So what is an Orientation Flow?

An orientation flow is not about welcoming someone into your world.

It’s about helping someone understand where they are, WHY, what’s going to happen next, and how to navigate it safely.

Orientation flows are built around three jobs:

  1. Resolve the promise (deliver what you said you’d deliver)
  2. Reduce uncertainty (make the relationship feel safe and predictable)
  3. Create relevance pathways (show them how this will be useful to them)
Or to put it bluntly:

Orientation flows protect inbox permission.

And permission is everything.

 

The most important split: consequential vs intentional opt-ins

If you take nothing else from this blog, take this:

Not all subscribers are equal.

And if you treat them as equal in your welcome flow, your metrics will lie to you.

 

 

The mistake

Most welcome flows treat both of these groups the same. They send the same “welcome series” to:

  • the person who just wanted a one-off discount
  • and the person who actively wants weekly insights
And then we’re confused why engagement drops.

That’s not an email problem, that’s an expectation problem.

 

Orientation flows are different depending on how someone entered your world

An orientation flow is not one-size-fits-all.

It starts with a single question:

What did this person come here for?

Your entry point is your truth. Your promise and so much context.

If someone signed up for:

  • a newsletter → orient them into your editorial cadence and value, understand their thought process and answer questions, keep them excited, deliver value straight away 
  • a lead magnet → orient them into what happens after the download (and what won’t happen) and other content that would be relevant based on what they told you (data collection is KEY here) 
  • an event/webinar → orient them into logistics and the follow-on relationship (if you want one), answer question they may have, don't clutter them with other stuff - signing up to a event is a big thing 
  • a discount code → orient them into how you’ll use email, and give them control quickly to copy it 
  • abandoned basket → orient them into help and reassurance, answer objections, questions 
People do not want “welcome”.

They want the next logical step.

 

The missing lever: exclusions

Most teams build a welcome flow, then immediately ruin it by sending everything else at the same time.

This is where “orientation” becomes a deliverability and trust tool.

If someone is in an orientation flow, they should not also receive:

  • generic broadcasts
  • promotions
  • unrelated content
  • random campaigns
  • overlapping automations
  • “send to all” nonsense
Because what does that feel like?

It feels like an interruption!

It feels like you do not understand your own messaging.

It feels like your brand is not in control.

And if your brand is not in control, the subscriber does not feel safe.

 

Orientation exclusions you should implement (non-negotiable)

When someone enters an orientation flow, you should exclude them from:

  • general marketing campaigns for X days (often 7–14, sometimes longer depending on your sending frequency)
  • promotional campaigns until you’ve earned that invisible second opt-in (especially consequential opt-ins)
  • other nurture flows that aren’t directly related to their entry trigger
  • re-engagement flows (yes, I’ve seen this happen…)
  • Sales getting involved (unless it's a HOT lead) 
  • anything driven by internal panic (“just include new subscribers in this send too!”)

This is not over-engineering; it is experience design.

You are protecting someone’s early relationship with you.

You are reducing cognitive load.

You are avoiding message collision.

And inbox filters like this too, because early engagement signals are cleaner and more consistent.

 

What an Orientation Flow needs to do (in practice)

Let’s get practical.

A good orientation flow answers the unspoken questions a subscriber has, whether they say them or not.

 

The Orientation Flow structure (templates you can actually use)

There’s no one perfect sequence, but here are strong structures depending on opt-in type.

A) Intentional opt-in: newsletter orientation (example structure)

This is for people who actively want ongoing content.

 

B) Consequential opt-in: lead magnet / discount / webinar orientation

This is where most teams mess up.

The difference here is pacing but the MOST important thing is reminding people in both flows, HOW they found you, what they did - because people forget so so much!!

Consequential opt-ins need slower trust-building and more control.

 

For even better journey mapping & creation, use the TFDS exercise - read about it here

 

The exercise: how to decide what to talk about in your Orientation Flow 

Here’s the part you asked for—something people can actually do.

 

Orientation is an ecosystem decision, not a sequence decision

Orientation is not “a welcome series”. It’s the first layer of your email ecosystem.

It sits at the intersection of:

  • expectation setting
  • segmentation
  • exclusions
  • deliverability protection
  • trust-building
  • relevance pathways
And if you get it right, everything downstream gets easier.

  • Your campaigns perform better because new subscribers aren’t confused.
  • Your segmentation gets cleaner because you’ve given people a way to self-identify.
  • Your deliverability improves because early engagement signals are stronger and more consistent.
  • Your list becomes more intentional over time.

Not because you “wrote better emails”, because you designed a better experience.

 

If you want the simplest reframe to steal

Stop asking:

“How do we welcome them?”

Start asking:

“How do we make them feel oriented, safe, and clear on what happens next?”

That’s the whole game.

 

Quick win for you (do this today)

Go and look at your current welcome flow and ask:

  • Does Email 1 deliver the thing immediately?
  • Does it set frequency expectations clearly?
  • Does it give control?
  • Are new subscribers excluded from other sends?
  • Does the sequence reflect the opt-in type (consequential vs intentional)?
  • If someone only wanted the thing, is it easy for them to leave?

If you can’t confidently say yes, you don’t have a welcome flow problem.

You have an orientation problem.


Want help building an Orientation Flow that actually works?

This is exactly the kind of work I do with teams who are sick of churny lists, flat engagement, and “send more” pressure from above.

If you want me to:

  • map your entry points,
  • split consequential vs intentional opt-ins properly,
  • build your exclusions framework,
  • and design an orientation flow that protects trust (and deliverability)

…get in touch and we’ll sort it.

Work with me on email strategy, journeys, and onboarding/orientation flows.

Book a consultation and let’s build something that doesn’t burn your list on day one.

 

 

 

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RE:markable is the weekly email about emails. Dropping the latest email marketing news, updates, insights, free resources, upcoming masterclasses, webinars, and of course, a little inbox mischief.