Onboarding Email

An onboarding email is a message which a user receives right after subscription. Very often, brands send an onboarding email series to guide and educate subscribers about how to use a product effectively. Marketers aim to make the buyers’ journey smooth.

Watch the video below to get useful insights into the art of greeting newsubscribers. Find out how to create a series of welcome emails that help with step-by-step onboarding.

An onboarding email series that starts after a visitor signs up should engage and build trust with the customers, share valuable information about the product or service, and finally, convince a recipient to take action. Still, boring and irrelevant onboarding campaigns that give the reader no value can lead to a highunsubscribe rateand almost zeroemail open rate, which may influence emailsender reputation. So, if you manage to discover the users’ pain points while providing information about your product, your onboarding email series will work out.

Why is an onboarding email important?

When a new user signs up, it takes effort and dedication to make them stay and hopefully convert. Onboarding emails are useful for showingprospective customershow a particular product or service can make their lives better and reassuring new subscribers that they made the right choice. That is why a well-thought onboarding email —personalizedand well-timed — will enhanceuser experiencewith the brand and get moreleadstoconvertquicker. In the end, good onboarding email practices help businessesretain their customers.

Creating a highly personalized onboarding email campaign can boost yourconversion ratessignificantly. Here’s a checklist for designing successful customer onboarding emails:

• Research and understand target customers.Understanding customers’ wants and needs will help you create tailored onboarding messages. Pay particular attention to how visitors are using the website or app and their actions before converting.
• Segment the recipients based on their behaviors and activities.Don’t send a standardized email to everyone on the subscriber list. Instead, segment themailing listbased on the data available on individual users. Knowing their previous behavior and preferences can help predict their future actions.
• Create onboarding emails for each stage in the customer lifecycle.If a user has just subscribed, the first onboarding message they should receive is awelcome email. However, the same email cannot be sent to a passive subscriber. Create onboarding emails according to the stages of thecustomer lifecycleand answer common questions at each phase.
• Trigger the user’s emotions.Emotions have a high impact on decision-making. So,利用用户的情感and imagination by writing a story-based email that will captivate every subscriber.
• Use a single and persuasive CTA.Don’t place too manyCTAsbecause they may confuse users. Take them a step at a time with only one call to action per email.
• Communicate consistently, but don’t be nagging.Send valuable emails to subscribers regularly, but not so often that you will irritate them. Rather than manually sending messages, schedule the date and time to send an onboarding email automatically.

如何发送一个n Onboarding Email Series with SendPulse

With SendPulse, you no longer need to send each onboarding email to every subscriber manually. Automation 360 allows to create an email flow in advance and send it to users after they perform a particular action.

After theregistration,upload your mailing listto SendPulse. Then, go to “Automations” and choose “Automation 360”. The event that starts the onboarding email series is joining a mailing list, so select “Add subscriber.” After that, your imagination comes into play. Add as many emails as you wish — set conditions to sendbehavior-based messages.

In our example, we started with a welcome email to greet the newcomers. Say, a user expressed interest in SEO while leaving their email address. So, we offer to studySEO. After that, we share other useful courses in online advertising. From here on, one can target specific groups of subscribers interested in different content.

Follow this guideto send automated emails in SendPulse.

Onboarding Email Examples

Users receive this email after subscribing to Fairygodboss. The brand explains how to get the most of the membership.

An onboarding email from Payoneer explaining how their “Manage Currencies” feature works.

An onboarding email from Alison invites a subscriber to take a course.

Onboarding Email Best Practices

Here are some best practices for creating successful onboarding email campaigns:

1. Use a real and comprehensive sender name together with your brand logo to build brand awareness.
2. Focus not on your product features but on the problems it solves.
3. Create a compellingsubject linethat will reflect the main idea of your onboarding email.
4. Encourage users to share and refer the brand to friends.
5. Offer customers a free trial or a special discount to test drive the product.
6. 包括客户的反馈和评论到boarding email series to persuade the clients.
7. Sendbehavioral emailsto ensure a personalized approach.
8. Understand the reasons for yourchurn rateby merely asking clients why they no longer use your product — they will help you improve.

References

1. That is a list ofconversion lessonsthat will help make your onboarding emails more persuasive.
2. The article uncovers12 user onboarding email best practices and approaches.
3. Here you'll find10 of the greatest email tacticsfrom 13 onboarding emails.
4. The article provides usefulonborading email scripts.

Last Updated:22.03.2023