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]