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.

4 ConvertKit - Onboarding Email Sequence

ConvertKit - Onboarding Email Sequence

Rather than try to build every feature possible, ConvertKit focuses on being the best at email marketing and then building great integrations with e-commerce, landing page, and membership site providers. In this onboarding process, ConvertKit is showing and teaching you how to set up your ConvertKit account, ...

7 Unbounce - Free Trial Email Sequence

Unbounce - Free Trial Email Sequence

Unbounce is a conversion optimization software company, offering A/b and multivariate testing tools for websites. In this Free trial email sequence, Unbounce has clearly defined the onboarding steps to the "aha moment". They even show you the steps in the email. But as you can see, we never got passed the ...

2 Typeform - Welcome Email Sequence

Typeform - Welcome Email Sequence

Typeform turns data collection in an experience. It engages your audience with conversational forms & surveys so you will get more data. This welcome sequence teaches new subscribers the benefits of Typeform. At the end of the sequence they offer customers to pay for an pro-account. You can read more about ...

3 Netflix - Free Trial Email Sequence

Netflix - Free Trial Email Sequence

Netflix is an American entertainment company, offering streaming video on demand. In this Free trial email sequence, potential members get a free trial for Netflix. The follow up emails inform the potential member of all the possibilities and emphasize how much choice there is. At the end of the email sequence a ...

1 Optimizely - Free Trial Email Sequence

Optimizely - Free Trial Email Sequence

Optimizely is a conversion optimization software company, offering A/b and multivariate testing tools for websites. In this Free trial email sequence, Optimizely subscribers get reminded to install the snippet on their website (and they even send another person in the company a reminder email). They mix the ...