New Introduction or Existing Team: which Welcome should I choose?

During setup, choose the starting message that sounds most like your relationship with the people you already know. You will review the Welcome campaign before turning it on.

  • New Introduction is for contacts who have not heard from you by text before.
  • Existing Team is for contacts who already know you, especially if you are moving from another texting number or service.

This choice sets the wording of your account's Welcome message. It does not split your contacts between the two versions. If you have already texted most of your team, Existing Team is usually the clearer starting point.

Review before sending

After setup, tap Review Welcome Text. In Campaigns, find Welcome, open its message, and review the wording. The Welcome starts with its switch off; turn it on when the message is ready and your subscription and texting number are active. Switching it on schedules it for the next eligible send, rather than sending it immediately.

If you chose the wrong starting message, edit the Welcome message before turning it on. If you want us to restore the other preset, contact support.

Why you may see Welcome in different places

On newer accounts, Welcome appears on the Smart tab while it needs your review. After that one-time Welcome finishes, it disappears from the campaign list. If changing your exclusions later adds people who have not received it, the app may ask you to review Welcome again.

On accounts using the earlier setup, Welcome is on the Custom tab and stays available. Once turned on, it can send to newly eligible members later, while skipping people already welcomed by your account.

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Last updated October 14, 2026Was this helpful?