Onboarding email templates

Templates

About onboarding emails

Onboarding emails help new users or customers get value fast. They come right after the welcome email and walk people through the first steps: set up a profile, try a key feature, visit for the first time. The templates in this category keep each email to one step, with a short explanation and a single button. Some add a small gift to make the first step easier. Send them over the first one or two weeks, and stop the series once people have done the step.

Questions

How many onboarding emails should I send?

Three to five over the first two weeks is common. Each one should cover one step.

How is onboarding different from welcome?

The welcome email says hello. Onboarding emails then help people do the first useful things.

Should I stop the series early?

Yes, when someone has already done the step. Your email tool can skip people based on what they did.

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