An onboarding email gives the recipient everything they need to stay engaged and use your product. Here are the 3 types of user onboarding emails you should send new users (with real examples). Headspace offers a 14-day free trial. First, you could skip sending the email if a new user takes the step after the welcome email. Get all the paperwork There are two main types of email automations you can choose from—. has a message about “How Asana Uses Asana” that highlights how team members use the app in their workflow. You need to be able to list what steps you’d like a user to take before you start writing emails. Sending emails with case studies is a great way to highlight social proof, as well as help trial users imagine what’s possible. Why Email is an Essential Onboarding Channel Use an enticement, such as early bird pricing, to add a sense of urgency. This email lays out the foundational framework required to create a successful marketing automation campaign. In this article, we described the main principles to help you craft your own sequence that brings desired results. They start by noting that by taking this first step, the new user has already made progress on their goals. Other times, as this cheeky email reminds us, a consumer may simply get sidetracked before finishing their purchase. Truth is, most subscribers won’t convert the first time you pitch the sale but that doesn’t mean they won’t convert at all. We’re willing to bet that added sense of urgency was a big boost for sales because it didn’t allow for a potential customer to think – and forget – about making the purchase. When you’re planning content and onboarding emails, consider what’s going on in your user’s life. An email onboarding sequence can be sent to free trial users, freemium users, or paying customers for a SaaS product, a physical subscription service or a variety of other business types. What benefits will be most enticing to them, and which actions help them realize value fastest? to offer assistance or a trial extension. What motivated them to sign up for your product at this time, and what related topics could they be interested in? This can be much easier than manually sending the same emails to your clients or customers each time someone buys something from you. ACTION STEP: One way to add a sense of urgency to your sales letter is by using countdown timers built right into your email. Tools to help you design, automate and coordinate the messages you send your customers, whether you have 1 or 10 million. There are a number of behavior-based triggers and secondary sequences in our onboarding flow. having to login. If a new SurveyMonkey user creates a survey, but doesn’t send it, the company sends reminder emails like the one below. If you're creating an onboarding sequence for the first time, there are some fundamental steps you can take to ensure it's received well by your customer base. Freeletics nails this in the screenshot below. In addition to an extended trial offer, Squarespace has a webinar to help users with setup. In that email you’ll see an interview with satisfied customer, Amber Thibaut of Coco Moon, who’s using the platform to successfully run her business. In fact, sending a series of emails to a new subscriber generates, on average, 51% more revenue than a single welcome email. Trial users are still learning your app, and showing them too much at once could be overwhelming. The headline lets users know Squarespace is still ready and willing to help, and the email gives vital information about the fact that the user’s website isn’t live on the web. Treat emails like sales letters, ‘cos they are! Therefore, you should plan to see increased engagement rates when you send your user onboarding emails. First Email, Day 0. A successful email onboarding sequence requires a well-designed process. ProdPad automates their onboarding email flow by adding more time to a user’s free trial each time they complete a task. ACTION STEP: Add coupons for discounts and personalized messages to help revitalize the purchasing potential of these subscribers. Slack - Onboarding Email Sequence. The header addresses that the user has a draft waiting, and the email talks about getting feedback on the survey. Onboarding emails are most effective when they’re personalized to your audience and. #1 Action-based onboarding email sequences This is an effective way of convincing a reader to take action! Onboarding email sequences go out after registrations and sign up, to guide the leads through the product’s features and usage. Executed correctly, a killer email sequence builds trust and credibility with email readers, engages potential customers, shares value-driven information about your product, and ultimately leads subscribers to take action. There are many reasons they didn’t make the purchase, but as long as they are still subscribers, they are potential customers who may buy in the future. Kevin, the Head of Marketing at Email Uplers. Future emails, like the one below, could also mention specific monthly plans or upgrade offers. Sometimes a trial period comes and goes without a conversion. Let’s see the typical sequence of the onboarding campaign. A successful email onboarding campaign can increase customer lifetime value, reduce churn and turn new users into loyal, paying customers. Instead, compare conversion rates moving forward to what you saw before you had a series, and save A/B testing efforts for optimizing your email sequence. He loves gadgets, bikes, jazz, and breathes ‘email marketing.’ He is a brand magician who loves to engage and share insights with fellow marketers. Happy, engaged users that feel they’re making progress on their goals will stay with and recommend your company. You’ll typically send the first step or getting started email the day after a trial user signs up, making it a time-based message. In the onboarding strategy, it is important to follow the order of sending mass emails. Time-based onboarding email sequences send on the same schedule for every user, regardless of how a person is interacting with your product. A highly-engaged trial user may be ready to upgrade before others, and you can use triggers to customize your call to action emails. Choose a few top features and let users know what they can achieve when they use them. You can also use call to action emails to present pricing options. You may use an action-based email to send a reminder when someone’s activity has dropped off, or to introduce the next feature to someone who’s advancing through your app ahead of schedule. Imagine you’re visiting a new country, and you have a tour guide to show you around for the duration of your trip. You use email onboarding sequences to: Your SaaS onboarding emails are a roadmap for new users and a valuable line of communication for you, which means it’s worthwhile to invest some time into them. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Implementing a full onboarding email flow will likely always drive more conversions than a standalone welcome email, so you don’t need to A/B test users between having a sequence or not. An onboarding email sequence is a great way to improve user experience and convert free trials to paid subscriptions, and as a result, generate more profit for your app. Creating an Email Onboarding Sequence. Onboarding Email Sequence Templates. You’ll likely want to send a few calls to action, as. So far you’ve welcomed your new readers on board, captivated them with animated email design, and answered their most pressing questions. That’s because sequences based on user triggers deliver valuable information based on what users have actually done, making them more relevant. When planning your onboarding sequence and trial experience, think about what level of engagement or feature usage an ideal user would have. Now don’t forget about them! Here is a 7-step sequence for onboarding emails that converts new users into paying customers (without boring or spamming your readers): Start at the beginning! Your team has worked hard to create a product you’re proud of, so go ahead and show it off a little! The first upsell emails may focus on the benefits of your service along with a simple CTA button, or an offer to talk to a customer success team member. Just because a user didn’t upgrade during the trial period doesn’t necessarily mean they aren’t a good fit, though. Now it’s time to convert subscribers into bonafide customers. Kevin, the Head of Marketing at Email Uplers, specializes in crafting beautiful email templates, PSD to HTML email conversion, and much more. This is a good way to look at your new trial subscriber or user experience. What should we include to engage our trial Use onboarding to explain why you do what you do, and how your company is different. A successful onboarding plan starts off value-heavy before you ever hit send on a sales letter. 7 Tips for Your Onboarding Email Sequence. Looking for software? Trial users progress through product adoption at different rates, so you can use automation to speed up or slow down your sequence. Their content email highlights a free “Dropshipping 101” class, which an entrepreneurial user might find useful. Third Email, Day 5. The welcome email is your first chance at making an impression with a new user, and yet only 39% of brands send a welcome email. Email onboarding sequences support trial users as they’re getting started, but how are they set up? This first email should be sent immediately after signing up and use momentum to get them started. Check out our guide to lifecycle marketing. Just one more step before the sales email. We come away from reading this email with no clear idea of how long the coaching sessions last, how many classes make up a session, or how the classes are delivered, but we are pretty darn sure we are ready to sign up because we can see the results the coaching brings (for example, “fast efficient results”), and want it for ourselves! All of this spanning a 4-day client onboarding period we’ve estimated as an optimal to get our new client onboard. About 63% of customers consider a company’s onboarding program during the purchasing process: they also want a well-lit pathway, rather than a scary romp through the unknown. You should thank trial users for signing up and celebrate the fact that they chose to try something new. In theory, your conversion rates will increase because more users are regularly engaging throughout their trial and understanding the value of your product. Back to Recipes Try this Recipe. How to create an email onboarding sequence, Help new users learn how to use your product, Highlight essential case studies and resources, Maintain engagement throughout the trial to boost conversion rates. Free users who complete the prompts (author note: prompts = onboarding emails) within 24 hours are almost 80% more likely to convert to paid customers than those who don’t. send a welcome email. A spike in conversion rates is wonderful, but you also need to play the long game (aka retention) with your onboarding emails. with your onboarding emails. If they’ve been using a free trial of your service, let them know they’ll need to upgrade in order to continue enjoying the benefits. Squarespace uses its winback email to offer assistance or a trial extension. For example, Slack sends a roundup of tips that all users can enjoy. This pre-emptive measure makes the assumption that if one person has a question, many others will have similar concerns. Conversion rates will increase because more users are taking advantage of cornerstone tools video training may a... To creating vitamins from suppliers they trust, with good-for-you ingredients randomly selecting features to highlight a few features... Be ready to upgrade who your user ’ s time to a user ’ s going on in your onboarding... 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