Once a visitor signs up to be a member, Quincy Funds can take the next step towards its business goals, which include ensuring that members visit often, benefit from each visit, and purchase funds. The Welcome Mail scenario encourages visitor retention by predicting visitor actions and countering those actions with a positive communication and offer.

To view the WelcomeMail scenario:

The New Members segment specifies that all investors new to Quincy Funds will receive a welcome e-mail five minutes after joining. New investors who haven’t logged in after 30 days will receive a second e-mail containing an offer.