Category: Onboarding email examples

Looking for inspiration for your onboarding email campaign? Improve your emails with these handpicked onboarding email examples by the best marketers. Learn from their email templates and grow your business!

What is onboarding exactly?

Onboarding is the process of getting a customer to use a newly purchased product. Onboarding is mostly used by software (saas) businesses to decrease churn (customers cancelling a subscription) which is a key metric for Saas businesses.

Why use a onboarding email sequence?

An onboarding email sequence is used to give new paying customers the best possible experience right after purchasing a product. The goal is the get the new customer familiar with the product quickly and help them get the best results (so that they will stay a paying customer). It is important to get the customers to realise the value of the product. Once they do, this is called the “AHA” moment. Most onboarding email sequences focus on getting the customer towards the “AHA” moment.

An onboarding email sequence can contain emails that describe the core features and help customers install and use them. These are usually the same for all new customers. However, many businesses also send triggered emails based on user actions. For example, if a user uploads a video on Vimeo.com the user will receive a notification once the new video is available online. This gets the customer to continue on their video marketing journey and makes sure Vimeo stays top of mind with the customer. Check out some cool examples below.

0 Twitter Onboarding Email Sequence

Twitter Onboarding Email Sequence

Twitter is an online news and social platform where users can post and react to short messages called 'tweets'.  Almost everyone knows Twitter, so we will just leave it at that ;). Twitter used this onboarding email sequence to engage users to start using their platform. After you subscribe they ask you to confirm ...

0 Wistia – Free trial & Onboarding email sequence

Wistia – Free trial & Onboarding email sequence

Wistia provides professional video marketing and other marketing tools, in order to better reach and understand your (potential) customers. Wistia used this Free trial & onboarding email sequence to promote their “Wistia pro plan”. This email sequence opens with an optin page, where you can sign in for their ...

0 Evernote – Free Trial Email Sequence

Evernote – Free Trial Email Sequence

Evernote is a digital workspace designed for taking notes, organizing them and archiving everything. They used this Free trial email sequence to introduce Evernote and its features. This email sequence opens with an optin page where you can download Evernote. Followed by a set of emails where they walk you step by ...

0 Zapier – Free Trial Email Sequence

Zapier – Free Trial Email Sequence

Zapier provides a cloud-based integration platform to help you connect all your web apps and systems to each other. They used this Free trial email sequence to promote their various Zapier plans. This email sequence opens with a homepage where you can sign in for free. Followed by a set of more personalized emails. ...

0 Vimeo – Onboarding Email Sequence

Vimeo – Onboarding Email Sequence

Vimeo is a professional video marketing hosting platform and other marketing tools. Vimeo used this onboarding email sequence to onboard new customers and show them the upgrade plans (Pro and Business). They also send triggered emails based on how much storage you have and notify you when your video's are uploaded. ...

0 SumoMe – Free Trial Email Sequence for List Builder Feature

SumoMe – Free Trial Email Sequence for List Builder Feature

SumoMe offers software products for advertisers to automate your site growth. They offer tools that help to increase your traffic and eventually get more customers. SumoMe used this free trial email sequence to promote the feature: List Builder. SumoMe opens with an optin page where you can subscribe for a free ...

0 Dropbox – Free Trial Onboarding Email Sequence

Dropbox – Free Trial Onboarding Email Sequence

Dropbox offers a software product where you can store, synchronize and share files online with public access. This free trial onboarding email sequence is used to persuade people to subscribe for Dropbox pro. Dropbox opens with an invitation where you can subscribe for the free version of Dropbox. Followed by some ...

0 Active Campaign – Free Trial Email Sequence

Active Campaign – Free Trial Email Sequence

Active Campaign is an email service provider that offers email marketing automation for marketers to improve your sales. Active Campaign used this free trial email sequence to get potential customers to upgrade to one of their software plans. After welcoming new subscribers to the free trial, they start sending ...