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. For example, you may group users together by signup date. require a little more planning and setup, but you can always start simple with an automation or two. 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. You’re here to help users, not just ask them to open their wallets. offers up forums to chat with other users, tutorial videos, and help documents. Get all the paperwork You can use your free trial emails to highlight a few features, but you’ll need to show some restraint. A successful email onboarding campaign can increase customer lifetime value, reduce churn and turn new users into loyal, paying customers. These are simple, one-size-fits-all strategies. There are two basic types of onboarding email sequences: action-based or time-based. An onboarding email sequence is a great way to improve user experience and convert free trials to paid subscriptions, and as a result, generate more profit for your app. 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. 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. 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. 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. Continue to build a relationship through regular emails and in time, encourage them to become customers by repeating email steps #5 and #6 periodically. 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. 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! Monitor a few different engagement metrics such as login frequency and session duration, in addition to click-through rates on your emails. On the flip side, an onboarding email campaign can flop, and your brand new subscriber may simply disappear. For a task like this, you should set up a. to identify core feature adoption. There are a few ways you can use marketing automation and triggers to improve this type of email. There’s nothing that indicates it’s personalized, so it’s likely set up to send at the same point for each new user. specializes in crafting beautiful email templates, PSD to HTML email conversion, and much more. ACTION STEP: Welcome your subscribers with an email that shares more information about your brand and lets them know what you offer. Who doesn’t love a little spring shopping? Use a valid “from address” in every email you send out so that a potential customer can get in touch easily. Use onboarding to explain why you do what you do, and how your company is different. The header addresses that the user has a draft waiting, and the email talks about getting feedback on the survey. Now don’t forget about them! Rather than simply saying, “you forgot to send your survey,” the email offers advice to overcome a potential roadblock. This often happens as a result of boring, spam-filled, or irrelevant emails with no value for the reader. 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. There are many reasons they didn’t make the purchase, but as long as they are still subscribers, they are potential customers who may buy in the future. to offer assistance or a trial extension. When you’re planning content and onboarding emails, consider what’s going on in your user’s life. This is an effective way of convincing a reader to take action! We're committed to keeping your information safe. He loves gadgets, bikes, jazz, and breathes ‘email marketing.’ He is a brand magician who loves to engage and share insights with fellow marketers. There comes a time when you need to put metrics where your mouth is, though. For example, onboarding emails equip people to book appointments, start using products, or find out about the services they’re testing during trials. For example, can they still access data once the trial period is over? 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. Choose a few top features and let users know what they can achieve when they use them. 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. As the name suggests, action-based or triggered onboarding emails are based on user actions. Now it’s time to convert subscribers into bonafide customers. You should thank trial users for signing up and celebrate the fact that they chose to try something new. If a trial user downloaded an ebook before signing up for their trial, then you can send related blog posts in your onboarding sequence. That’s because sequences based on user triggers deliver valuable information based on what users have actually done, making them more relevant. A spike in conversion rates is wonderful, but you also need to play the long game (aka retention) with your onboarding emails. Trial users progress through product adoption at different rates, so you can use automation to speed up or slow down your sequence. If you can help users realize value with as little effort as possible, they may be empowered to take the next step. 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. A common mistake is to tell a reader about the features such as fees, duration of service, logistics, etc. Cold sales sequence. 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. Pick a single objective for each message, such as driving action or teaching a user about one topic. 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. The free trial is an opportunity for users to get to know your company and customers, not just your product. 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. This first email should be sent immediately after signing up and use momentum to get them started. Here Simple devised a short ‘n sweet email reminder to an almost-customer who had started the checkout sequence but didn’t follow through. 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. In addition to an extended trial offer, Squarespace has a webinar to help users with setup. What benefits will be most enticing to them, and which actions help them realize value fastest? User onboarding shouldn't only happen inside your app. With our Demand Gen Digest, we’ll send you the latest advice and techniques to drive demand for your business. No wonder we see emails being deleted without having been read or a higher-than-optimal unsubscribe rate. The best onboarding strategies include timely, personalized onboarding emails to complement that in-app experience and fast-track product adoption. #1 Action-based onboarding email sequences 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? 1. You have to keep your users motivated, show them how they can get value out of your product. Therefore, you should plan to see increased engagement rates when you send your user onboarding emails. Let’s see the typical sequence of the onboarding campaign. sends a roundup of tips that all users can enjoy. Just because a user didn’t upgrade during the trial period doesn’t necessarily mean they aren’t a good fit, though. Use an enticement, such as early bird pricing, to add a sense of urgency. Their. Onboarding Email Sequence Examples. Sometimes a trial period comes and goes without a conversion. Second, you can send reminder emails about this important step if a few days have passed without a person completing the task. Onboarding email sequence. Onboarding emails are great to help subscribers reach the ‘aha moment’ where they finally realize the value of your product. below lists a few next steps, as well as the “reward” for completing it. A frustrated subscriber is more likely to unsubscribe than search for a working contact address. to celebrate the new user’s progress and let them know how the company will support them. 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. With effective onboarding, you get higher retention rates, greater revenues, and up to a 500% increase in customer lifetime value. 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