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 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 ...

0 Slack – Onboarding Email Sequence

Slack – Onboarding Email Sequence

Slack is a cloud-based communication- and collaboration tool. They make it easier for teams to work together and are wildly popular amongst businesses around the world. In this onboarding process, Slack brings new subscribers through a series of onboarding steps in their browser, followed by a series of emails. ...

0 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 ...

0 The Wall Street Journal – Onboarding Email Sequence

The Wall Street Journal – Onboarding Email Sequence

The Wall Street Journal is one of the leading daily newspapers in the US. They send this onboarding email sequence to activate new customers who have subscriber to their special offer for the first 3 months. They know that members will most likely continue their membership if they download their app, subscribe to ...

0 Twitter for Business – Twitter Ads Email Sequence

Twitter for Business – Twitter Ads 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 email sequence to try to get business users to start advertising with Twitter Ads.   ...

0 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 ...

0 Conversion Rate Experts – Free Lead Magnet Email Sequence

Conversion Rate Experts – Free Lead Magnet Email Sequence

Wondering how to apply drip marketing to sell your services? Take a look at this email sequence from Conversion Rate Experts. One of the world’s leading agencies for conversion rate optimization (CRO), Conversion Rate Experts is all about delivering great results for their clients. The email sequence below illustrates ...

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 ...

2 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 ...