ProdPad automates their onboarding email flow by adding more time to a user’s free trial each time they complete a task. 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. Rather than coming off as sales-y with constant promotions, you can teach users about related topics and position yourself as a thought leader. What motivated them to sign up for your product at this time, and what related topics could they be interested in? You’ll likely want to send a few calls to action, as. Every piece of software has a critical feature or setup step. Does your product increase sales or conversions that’s coveted financial freedom to your customers or does it free up more time so they can spend it with friends and family? There are two basic types of onboarding email sequences: action-based or time-based. This is an effective way of convincing a reader to take action! 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. 2) Onboarding Email Sequence. Therefore, you should plan to see increased engagement rates when you send your user onboarding emails. Home » Slack – Onboarding Email Sequence. By grouping users together and monitoring their actions, you can gauge how effective your onboarding sequence is at driving adoption. To uncover the benefits from your customers’ point of view, find out what they hope to achieve (the big dream) and articulate how your product helps them reach that goal. 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. By grouping users together and monitoring their actions, you can gauge how effective your onboarding sequence is at driving adoption. The 6th email in our onboarding sequence is on the somewhat longer side and has very little to do with Encharge (at least on the surface). 2) having an onboarding email series can be your safety net in the occurrence that the customer doesn’t engage with you at the beginning (the welcome email). When you’re planning content and onboarding emails, consider what’s going on in your user’s life. While you don’t have to include a gamification element, as ProdPad did, this email shows you the power of planning the exact steps you want new users to take. Try our Product Selection Tool, 7-Step Sequence for Onboarding Emails That Convert New Users into Paying Customers. If users aren’t taking important actions, such as importing data, you may choose to send follow up messages to help them along. Think of sending out a helpful ebook, webinar, or video training. Getting attention is no small feat. No credit card details required, How to get started with B2B marketing automation, How to use reward emails to boost your rewards program, Free trial emails 101: What you need to know, Post-purchase emails 101: What you need to know. Celebrate their progress and cheer them along their journey. For example. below lists a few next steps, as well as the “reward” for completing it. Professional Marketing Campaigns Made Simple. We send emails from our perspective, experts who already know all about the benefits of the service. Onboarding email sequence. Because we’re talking about freemium users in this post, we’re focusing in on SaaS, since most other business types wouldn’t have a freemium offer. Map the “aha moments” of your product in up to 4 emails mentioning why your leads should choose you instead of your competitors. 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. Want to learn more about the must-have emails to send your customers? This generated excitement in subscribers who wanted to create a campaign specifically to use this great freebie; which they may be even more likely to do via Aweber after this added incentive. The message points out the benefit of Square, which is being able to accept payment in many forms. 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. For example, your users might need to integrate your app with their current tools or import data to get started. Rather than simply saying, “you forgot to send your survey,” the email offers advice to overcome a potential roadblock. Getting users engaging with the right mix of features for them is as important as the engagement itself. require a little more planning and setup, but you can always start simple with an automation or two. Onboarding emails are great to help subscribers reach the ‘aha moment’ where they finally realize the value of your product. The trigger is when a new trial user finishes sign up, though you could also add an “abandoned cart” style sequence for trial users that begin signup but don’t complete it (though, it is critical to be mindful of data privacy laws). A highly-engaged trial user may be ready to upgrade before others, and you can use triggers to customize your call to action emails. Why Email is an Essential Onboarding Channel He loves gadgets, bikes, jazz, and breathes ‘email marketing.’ He is a brand magician who loves to engage and share insights with fellow marketers. On the flip side, an onboarding email campaign can flop, and your brand new subscriber may simply disappear. Potential customers have shown awareness of your business and are interested enough to sign up for updates (or at least grab the free opt in offer), but with so many messages being sent, how do you cut through the clutter and deliver a compelling sequence that converts readers into customers? to celebrate the new user’s progress and let them know how the company will support them. Now is the time to break it out and let others sing your praises. Monitor a few different engagement metrics such as login frequency and session duration, in addition to click-through rates on your emails. If you can help users realize value with as little effort as possible, they may be empowered to take the next step. There are two main types of email automations you can choose from—time-based and action-based. Start by making your message stand out with a dynamic email design; think interactive design elements and quirky animation-based designs. Help your team deliver great looking and highly engaging emails to every device without writing a line of code. They have an interesting email that talks about what the subscribers will get from their newsletters and what they can expect in the coming weeks. In this onboarding process, ConvertKit is showing and teaching you how to set up your ConvertKit account, according to your own wishes and activities. Kevin, the Head of Marketing at Email Uplers. By expanding your email sequence to more than just the welcome email, you will present the customer with different options for them to interact and familiarise themselves with your business and products/services. Onboarding emails are most effective when they’re personalized to your audience and segmented by user personas and the actions of recipients. Rather than randomly selecting features to highlight or case studies to share, consider who your user is and what they want to do. This will help in customer retention & greater revenue. Onboarding email sequence. This drip sequence helps customers understand your product/service better. Sometimes a trial period comes and goes without a conversion. You can start by building your sequence around these six essential onboarding email examples. Future emails, like the one below, could also mention specific monthly plans or upgrade offers. You’ll likely want to send a few calls to action, as FreshBooks does. With effective onboarding, you get higher retention rates, greater revenues, and up to a 500% increase in customer lifetime value. You send onboarding emails to free trial users, so it makes sense to track conversion rates. To create excitement and an urge to take action, the users want to see your email when they are ready. It’s also nice to highlight the people working behind the scenes. Use a valid “from address” in every email you send out so that a potential customer can get in touch easily. 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! Now don’t forget about them! Use onboarding to explain why you do what you do, and how your company is different. However, you don’t need to reinvent the wheel to create a sequence. Why may they have chosen this as the first step they want users to complete? 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! No wonder we see emails being deleted without having been read or a higher-than-optimal unsubscribe rate. Your onboarding sequence is precious real estate, and each email should have a defined purpose. Abandoned cart recovery 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. This message should be all about reiterating the value of your product. Monitor a few different engagement metrics such as login frequency and session duration, in addition to, A spike in conversion rates is wonderful, but you also need to play the long game (aka. ) Email subscribers are literally inundated with messages; the average office worker receives more than 140 emails a day! A successful email onboarding campaign can increase customer lifetime value, reduce churn and turn new users into loyal, paying customers. In the, Emails are a perfect reminder for users to log into your app over and over throughout their trial. Onboarding Email Sequence Examples. Third Email, Day 5. Headspace offers a 14-day free trial. This is a good way to look at your new trial subscriber or user experience. This takes a little detective work because you aren’t answering questions individually but taking time to address each concern to your whole email list. While action-based emails require a little more planning, they are considered best-in-class these days. We’ll explore your sequence must-haves one by one. In fact, sending a series of emails to a new subscriber generates, on average. On the flip side, an onboarding email campaign can flop, and your brand new subscriber may simply disappear. There comes the point in a free trial when a user needs to upgrade. Who doesn’t love a little spring shopping? Read our Privacy Policy. Use this checklist to provide a positive onboarding experience for your new hires: Pre-joining 1. specializes in crafting beautiful email templates, PSD to HTML email conversion, and much more. A successful email onboarding sequence requires a well-designed process. If you want to customize your re-engagement further, you can set up triggers to periodically send content based on the user’s past interests or segment. Check out our guide to lifecycle marketing. Happy, engaged users that feel they’re making progress on their goals will stay with and recommend your company. Talk to users about what they want to learn and achieve, and then create content and highlight tools to fulfill their jobs to be done. What benefits will be most enticing to them, and which actions help them realize value fastest? These automations are triggered by something a user has done, or hasn’t done, and create a more tailored email experience. We've been putting off building an onboarding sequence for a little while now, mainly because we were worried it would be a gigantic time-sink. They start by noting that by taking this first step, the new user has already made progress on their goals. As marketers working with our products day after day, we often forget how a newcomer views our services. Choose a few top features and let users know what they can achieve when they use them. Then, they move onto the benefits of using the app and the CTA “start with the basics.” The welcome email also includes social proof, in the form of science-backed methods. Comparing how well each group retains or grows based on which iteration of the onboarding sequence you sent gives you an idea of how effective your emails were. This often happens as a result of boring, spam-filled, or irrelevant emails with no value for the reader. In the example below, Scoutmob sweetens the deal with an added discount; but only on orders placed before midnight the same day. For example, “help users become successful” or “get users to use key features.”. In the example from Grammarly below, they present new users with integrations that bring the app to you, no matter where you write. ACTION STEP: One way to add a sense of urgency to your sales letter is by using countdown timers built right into your email. That would be pretty disappointing, wouldn’t it? You can create. In theory, your conversion rates will increase because more users are regularly engaging throughout their trial and understanding the value of your product. sends a roundup of tips that all users can enjoy. Be sure to give trial users notice about how much longer they have on their trial, and what will happen once the time is up. Respond to frequently asked questions in one email or spread responses out over several messages. Freeletics nails this in the screenshot below. We love this email by Ritual, a company that is dedicated to creating vitamins from suppliers they trust, with good-for-you ingredients. Your team has worked hard to create a product you’re proud of, so go ahead and show it off a little! ACTION STEP: Got a killer case study, 5-star recommendations, or a personal email from a client who is convinced your product is the bee’s knees? You can also use content to help customers work through their projects, setting you up as a useful tool and a knowledgeable resource. The goal of our new user onboarding emails is to help users get as much value from Groove as possible, and ultimately convince them to become a paying customer. 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. You have an opportunity to be a trusted resource, and you should do all you can to help users. The sales emails should be spread out. So far you’ve welcomed your new readers on board, captivated them with animated email design, and answered their most pressing questions. That’s a massive drop-off, and we use the 24-hour mark as a benchmark for early customer success. If you can help users realize value with as little effort as possible, they may be empowered to take the next step. Keep reading for onboarding email best practices, the anatomy of an effective welcome email sequence, plus onboarding welcome email examples. Take the time to think through your onboarding flow and user experience logically. Those are the real benefits of your product that will convert readers into customers. This first email should be sent immediately after signing up and use momentum to get them started. highlights a free “Dropshipping 101” class, which an entrepreneurial user might find useful. 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. Slack - Onboarding Email Sequence. In the graph below, they’ve used the date of first purchase to track spending over time. User onboarding shouldn't only happen inside your app. Over the course of onboarding emails you’ve gotten to know your potential customers’ desires, and by responding to their queries, you’ve been able to help them understand how your product will serve them. 1. Emails are a perfect reminder for users to log into your app over and over throughout their trial. Slack is a cloud-based communication- and collaboration tool. There’s a clear CTA at the top of the email, plus details about each payment method below. You can also use this opportunity to ask users why your product wasn’t a good fit. Now imagine the tour guide helps you out on the first day, and then leaves you to figure it out on your own for the next week. 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. There are a number of behavior-based triggers and secondary sequences in our onboarding flow. You don’t need to send a re-engagement email to a user who upgraded to a free trial, so converting should remove a person from your onboarding sequence. They start by noting that by taking this first step, the new user has already made progress on their goals. This is the playground to turn a free trial into a paid membership. The Welcome Email goes out to new subscribers after they sign up for a free trial, an opt-in, or newsletter. An onboarding email gives the recipient everything they need to stay engaged and use your product. We’ve collected six tips and examples to maximize your onboarding with useful email sequences. Check out our, Free for 30 days. It’s time to onboard. If a trial user downloaded an ebook before signing up for their trial, then you can send related blog posts in your onboarding sequence. The welcome email can also re-introduce your company and unique selling points, plus provide some next steps. As the name suggests, action-based or triggered onboarding emails are based on user actions. Email #12: Introduction to CakeHR integrations. Or, there may be an essential first step, such as creating a team, project, or campaign within your app. ACTION STEP: Welcome your subscribers with an email that shares more information about your brand and lets them know what you offer. The previous newsletter should automatically imply the content of the next one. While you don’t have to include a gamification element, as ProdPad did, this email shows you the power of planning the exact steps you want new users to take. . There’s nothing random about ‘em – it’s a funnel; Your copy shouldn’t be as slick as a used car salesman’s hair; Do NOT ask questions you may not want the answer to; Do NOT waste time on stories people don’t care about Aweber, an email marketing platform, offered 10 free GIFs just in time for their potential customers Valentine’s Day email marketing campaigns. Once a trial user has completed those steps, it can send the signal to your marketing automation workflow to send the CTA email. When you onboard someone, you give them the information they need, keep them engaged– and ultimately get them to buy from you (or stick around for more) Here Simple devised a short ‘n sweet email reminder to an almost-customer who had started the checkout sequence but didn’t follow through. 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. For example, you may group users together by signup date. You can use your free trial emails to highlight a few features, but you’ll need to show some restraint. What should we include to engage our trial In this post, however, we’ll focus on the onboarding emails themselves. 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. 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. Just because a user didn’t upgrade during the trial period doesn’t necessarily mean they aren’t a good fit, though. But that leaves the subscribers in the dark. to offer assistance or a trial extension. To make a bigger impact, let satisfied past and present clients do the talking. So how do you set up your onboarding email workflow to help new users and maximize conversions? Therefore, your goal is to understand what success means to them and work backwards to create an onboarding email sequence that gets them where they want to go. There’s a clear CTA at the top of the email, plus details about each payment method below. For example, can they still access data once the trial period is over? Take time to brainstorm and plan out the content and topics for your 7-step sequence and you’ll soon be converting subscribers into paying customers with your onboarding emails. For example, onboarding emails equip people to book appointments, start using products, or find out about the services they’re testing during trials. TradeGecko does this beautifully. If you aren’t sure what each user is interested in, let them show you. 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. Back to Recipes Try this Recipe. 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. Creating an email onboarding sequence isn't difficult. But your onboarding emails are vital to business. Their. This pre-emptive measure makes the assumption that if one person has a question, many others will have similar concerns. There are plenty of platitudes to describe the benefits of an onboarding email sequence that are a bit abstract. Other times, as this cheeky email reminds us, a consumer may simply get sidetracked before finishing their purchase. ACTION STEP: Take a look at your blog or social media comments, messages to customer service, and direct queries to pin down some of the most common issues received. First, you don ’ t need to integrate your app over and over throughout their and. Consider what ’ s time to think through your onboarding sequence requires a process! 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