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Basic Onboarding

This is your most essential onboarding sequence to help users get started. You'll be promoting only your most important features — the path to that "aha" activation moment. We recommend to send the first 1-2 welcome messages to everyone, and then skip individual messages if your customer is already using that feature. Learn more on message conditions here.

Message 1 of 4

Subject: Welcome to [Product]! Here’s what to expect next…

Hi {{user.first_name | capitalize | default: "friend"}},

Welcome to the [Product] family. I’m [founder name], and I wanted to personally thank you for joining us.

Most [Product] users typically [receive X benefit (e.g., increase productivity by 20%, save up to 10 hours / week by automating their email follow-up)].

Want to do the same? The first step is [first action they need to take to reach Aha moment. Include link to URL within the app where they’ll do this, if possible]

Over the next several days, I’ll send you a few tips to help you get the very most out of your new account. If you ever need help, just reply directly. My team and I are happy to lend a hand.

Talk soon,

[Signature]

PS: here are some of the [Product] features I love and use most:

  • [high-value feature 1]
  • [high-value feature 2]
  • [high-value feature 3]

Message 2 of 4

Subject: Tip 1 out of 3: [get benefit] with [high-value feature #1]

Hey {{user.first_name | capitalize | default: "friend"}},

Today you’ll learn how to [task they need to complete in your app to start using high-value feature #1].This helps you [get the benefit feature #1 creates].

Step 1:

[Instructions]

[photo or GIF demonstrating where in the app to take action]

Step 2:

[Instructions]

[photo or GIF demonstrating where in the app to take action]

Step 3:

[Instructions]

[photo or GIF demonstrating where in the app to take action]

[Add or remove the current number of steps as needed]

[If there’s any limit on their usage of this feature on the trial / free plan, let them know here. Then mention how they can unlock more usage — e.g., by upgrading to a paid plan.]

Hope this was helpful! Stay tuned for the next tip in a few days: we’ll show you how to [get benefit] with [high-value feature #2].

Cheers,

[Signature]

Message 3 of 4

Subject: Tip 2 out of 3: [get benefit] with [high-value feature #2]

Heya {{user.first_name | capitalize | default: "friend"}},

Have you ever wanted to [get benefit]? Great news: with [high-value feature #2], you totally can, and it only takes [small amount of time] to get started.

Step 1:

[Instructions]

[photo or GIF demonstrating where in the app to take action]

Step 2:

[Instructions]

[photo or GIF demonstrating where in the app to take action]

Step 3:

[Instructions]

[photo or GIF demonstrating where in the app to take action]

[Add or remove the current number of steps as needed]

[If there’s any limit on their usage of this feature on the trial / free plan, let them know here. Then mention how they can unlock more usage — e.g., by upgrading to a paid plan.]

Hope you’re enjoying [Product] so far! To help you get the very most out of your account, we’ve got one more tip coming your way in a few days. However, if you need help or have a question, we’re happy to chat sooner — just reply to this email. My team and I are here for you.

Talk soon,

[Signature]

Message 4 of 4

Subject: Tip 3 out of 3: [get benefit] with [high-value feature #3]

Hi {{user.first_name | capitalize | default: "there"}},

Isn’t it frustrating when [describe the pain point that high-value feature #3 solves]?

Thankfully, you can say goodbye to that forever and [start getting benefit] with [feature #3]. Here’s how to get started:

Step 1:

[Instructions]

[photo or GIF demonstrating where in the app to take action]

Step 2:

[Instructions]

[photo or GIF demonstrating where in the app to take action]

Step 3:

[Instructions]

[photo or GIF demonstrating where in the app to take action]

[Add or remove the current number of steps as needed]

[If there’s any limit on their usage of this feature on the trial / free plan, let them know here. Then mention how they can unlock more usage — e.g., by upgrading to a paid plan.]

Happy [verb your product does]ing,

[Signature]

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