No matter what the first step is, it’s useful to have an email calling attention to it and encouraging users to take that step. 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 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. For example, onboarding emails equip people to book appointments, start using products, or find out about the services they’re testing during trials. Other times, as this cheeky email reminds us, a consumer may simply get sidetracked before finishing their purchase. 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. So far your emails have come from you (or your team); knowledgeable experts but still a one-sided, subjective message. Square’s essential first task is having vendors accept payment, and if a new user hasn’t done so within the first three days, Square sends the reminder email below. sends a roundup of tips that all users can enjoy. Trial users progress through product adoption at different rates, so you can use automation to speed up or slow down your sequence. Home » ConvertKit – Onboarding Email Sequence Rather than try to build every feature possible, ConvertKit focuses on being the best at email marketing for bloggers. Aweber, an email marketing platform, offered 10 free GIFs just in time for their potential customers Valentine’s Day email marketing campaigns. Onboarding emails are most effective when they’re personalized to your audience and segmented by user personas and the actions of recipients. There are plenty of platitudes to describe the benefits of an onboarding email sequence that are a bit abstract. 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. Trial users are still learning your app, and showing them too much at once could be overwhelming. There are two main types of email automations you can choose from—. On the flip side, an onboarding email campaign can flop, and your brand new subscriber may simply disappear. Introduction: Email Onboarding Sequence Process has been designed as an aid for you to develop a professional email campaign, to familiarizes your customers with specific features of your product/service. If a trial user downloaded an ebook before signing up for their trial, then you can send related blog posts in your onboarding sequence. Imagine you’re visiting a new country, and you have a tour guide to show you around for the duration of your trip. Shopify does an excellent job of producing and sharing content that’s adjacent to their product. Some features are more impactful than others, and you have to make sure that new users are taking advantage of cornerstone tools. No wonder we see emails being deleted without having been read or a higher-than-optimal unsubscribe rate. In theory, your conversion rates will increase because more users are regularly engaging throughout their trial and understanding the value of your product. Re-engagement emails remind users that it’s time to upgrade. This pre-emptive measure makes the assumption that if one person has a question, many others will have similar concerns. Getting attention is no small feat. Even if you plan on setting up a fully time-based onboarding email sequence, the welcome email needs to be automated. The sales emails should be spread out. 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. ) You can start by building your sequence around these six essential onboarding email examples. This could be login frequency, the number of features used, or some other engagement benchmark. Let’s look at an onboarding email sequence from Adroll. 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). That’s needed info, but the selling points for the consumer are the benefits. A highly-engaged trial user may be ready to upgrade before others, and you can use triggers to customize your call to action emails. . with your onboarding emails. When planning your onboarding sequence and trial experience, think about what level of engagement or feature usage an ideal user would have. You have to keep your users motivated, show them how they can get value out of your product. Monitor a few different engagement metrics such as login frequency and session duration, in addition to click-through rates on your emails. However, you don’t need to reinvent the wheel to create a sequence. 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. 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 is according to the Email Statistics Report, 2014-2018 by The Radicati Group, Inc. which also reported that more than 269 billion business and consumer emails were sent and received every day in 2017. Emails are a perfect reminder for users to log into your app over and over throughout their trial. The. Once a trial user has completed those steps, it can send the signal to your marketing automation workflow to send the CTA email. In this onboarding process, ConvertKit is showing and teaching you how to set up your ConvertKit account, according to your own wishes and activities. There are two main types of email automations you can choose from—time-based and action-based. To make a bigger impact, let satisfied past and present clients do the talking. All of this spanning a 4-day client onboarding period we’ve estimated as an optimal to get our new client onboard. There are two basic types of onboarding email sequences: action-based or time-based. 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. 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. Use this checklist to provide a positive onboarding experience for your new hires: Pre-joining 1. 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. ACTION STEP: Don’t send out an email without a clear strategy behind it; each email should add value and be written as if your reader has never heard of your product before. Second Email, Day 3. The message points out the benefit of Square, which is being able to accept payment in many forms. Now is the time to break it out and let others sing your praises. The message points out the benefit of Square, which is being able to accept payment in many forms. Check out our guide to lifecycle marketing. There are loads of ways to optimize onboarding email sequences and it can easily get out of hand. The welcome email can also re-introduce your company and unique selling points, plus provide some next steps. Want to learn more about the must-have emails to send your customers? You should thank trial users for signing up and celebrate the fact that they chose to try something new. Studies have shown that by giving something away right before sending a sales letter, you increase the likelihood that the reader will make a purchase. He loves gadgets, bikes, jazz, and breathes ‘email marketing.’ He is a brand magician who loves to engage and share insights with fellow marketers. Help your team deliver great looking and highly engaging emails to every device without writing a line of code. 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. 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. The welcome email is your first chance at making an impression with a new user, and yet only. ProdPad automates their onboarding email flow by adding more time to a user’s free trial each time they complete a task. Every piece of software has a critical feature or setup step. These are simple, one-size-fits-all strategies. Creating an Email Onboarding Sequence. Fourth Email, Day 13. You could also set up a trigger to send additional information if they click through an email to a blog post. By installing Grammarly on your browser or word processor, your writing is automatically checked without having to login. Once you’ve captured the imagination of your readers with your first email, it’s time to continue creating compelling content and a sequence of emails that converts. Headspace uses their welcome email to celebrate the new user’s progress and let them know how the company will support them. We’ve collected six tips and examples to maximize your onboarding with useful email sequences. having to login. For example, can they still access data once the trial period is over? A spike in conversion rates is wonderful, but you also need to play the long game (aka retention) with your onboarding emails. 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. Checklist for a Successful Onboarding Sequence for New Hires. You’ve welcomed them. Back to Recipes Try this Recipe. A great way to do this is to integrate the solution with platforms that are already a part and parcel of the registrant’s professional life. Sometimes a potential customer may have a complete change of mind, or fear of commitment, before finalizing the sale. Now it’s time to convert subscribers into bonafide customers. 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). Sending emails with case studies is a great way to highlight social proof, as well as help trial users imagine what’s possible. ACTION STEP: Freebies don’t have to cost a lot to be valuable. To simplify your work of setting up automated messages within your onboarding app, we’ve broken down what a successful onboarding sequence should look like. Information-packed, but still easy to digest and go through. Loyalty programs encourage engagement and reward your most loyal fans, all while, If you’re here right now, I’m willing to bet that your SaaS company offers a free trial. While action-based emails require a little more planning, they are considered best-in-class these days. Onboarding email sequence: are you making this mistake almost everyone else is? You have an opportunity to be a trusted resource, and you should do all you can to help users. If you aren’t sure what each user is interested in, let them show you. A frustrated subscriber is more likely to unsubscribe than search for a working contact address. You can send email reminders that the sale, trial period, or early bird pricing will be ending soon. Keep reading for onboarding email best practices, the anatomy of an effective welcome email sequence, plus onboarding welcome email examples. In addition to an extended trial offer, Squarespace has a webinar to help users with setup. So how do you set up your onboarding email workflow to help new users and maximize conversions? send a welcome email. 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. 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 user personas and the actions of recipients. 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? Think of sending out a helpful ebook, webinar, or video training. There’s a clear CTA at the top of the email, plus details about each payment method below. They make it easier for teams to work together and are wildly popular amongst businesses around the world. You can also use this opportunity to ask users why your product wasn’t a good fit. 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. 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. Your team has worked hard to create a product you’re proud of, so go ahead and show it off a little! Cold sales sequence. Respond to frequently asked questions in one email or spread responses out over several messages. is having vendors accept payment, and if a new user hasn’t done so within the first three days, Square sends the reminder email below. What benefits will be most enticing to them, and which actions help them realize value fastest? 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 this post, however, we’ll focus on the onboarding emails themselves. In theory, your conversion rates will increase because more users are regularly engaging throughout their trial and understanding the value of your product. Choose a few top features and let users know what they can achieve when they use them. Try our Product Selection Tool, 7-Step Sequence for Onboarding Emails That Convert New Users into Paying Customers. In addition to an extended trial offer, Squarespace has a webinar to help users with setup. Why may they have chosen this as the first step they want users to complete? 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. For example, you may trigger feature spotlight emails each time a user interacts with a previously-mentioned feature. 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. 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. Kevin, the Head of Marketing at Email Uplers. 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? Therefore, you should plan to see increased engagement rates when you send your user onboarding emails. You can create workflow triggers for actions such as interacting with a piece of content. For example, you may group users together by signup date. Their. . The feature spotlight email below lists a few next steps, as well as the “reward” for completing it. Onboarding Email Sequence Examples. Slack is a cloud-based communication- and collaboration tool. There are a number of behavior-based triggers and secondary sequences in our onboarding flow. 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. For example. There’s nothing that indicates it’s personalized, so it’s likely set up to send at the same point for each new user. Take the time to think through your onboarding flow and user experience logically. Future emails, like the one below, could also mention specific monthly plans or upgrade offers. If you can help users realize value with as little effort as possible, they may be empowered to take the next step. We're committed to keeping your information safe. ACTION STEP: Add coupons for discounts and personalized messages to help revitalize the purchasing potential of these subscribers. This should be a no brainer. 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). Onboarding emails are most effective when they’re personalized to your audience and. In fact, sending a series of emails to a new subscriber generates, on average. Here are the 3 types of user onboarding emails you should send new users (with real examples). Rather than randomly selecting features to highlight or case studies to share, consider who your user is and what they want to do. below lists a few next steps, as well as the “reward” for completing it. Triggered emails require a little more planning and setup, but you can always start simple with an automation or two. , in addition to an extended trial offer, Squarespace has a question, others! In their workflow to frequently asked questions about your product to a user with. 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