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Keep customers

SaaS onboarding (7 days) email automation

A step-by-step onboarding series that teaches one feature at a time over the first week. Get new users to their “aha” moment so they stick around.

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How it works

Starts when the tag “signed-up” is added. 5 emails over 7 days.

  1. Day 0: send “Welcome! Let’s get you set up”
    Design: Welcome template
  2. Wait 1 day
  3. Day 1: send “Step 1: set up your account”
    Design: How-to / product tutorial template
  4. Wait 2 days
  5. Day 3: send “Step 2: the feature customers love most”
    Design: New feature release template
  6. Wait 2 days
  7. Day 5: send “Questions? Here are the answers”
    Design: FAQ digest template
  8. Wait 2 days
  9. Day 7: send “How [Customer] got results in their first month”
    Design: Customer success story template

Frequently asked questions

What is a saas onboarding (7 days) automation?

A step-by-step onboarding series that teaches one feature at a time over the first week. Get new users to their “aha” moment so they stick around.

How does the saas onboarding (7 days) sequence start?

Starts when the tag “signed-up” is added. Each contact then moves through the steps on their own schedule.

How many emails are in the saas onboarding (7 days) sequence?

It contains 5 emails over 7 days. You can add, remove or reorder steps, change the waiting times and edit every email.

How do I set up this saas onboarding (7 days) automation?

Create a free ENB Technologies account, go to Automations › New automation and choose “SaaS onboarding (7 days)”. It is created with every email designed in your brand. Review it, then click Activate.

Also searched as: saas onboarding email sequence, user onboarding emails, product activation drip, software welcome series

At a glance

  • Goal: Get new users to their “aha” moment so they stick around.
  • Trigger: Tag added
  • Length: 5 emails over 7 days
  • Smart rules: skips people who unsubscribe; waits for double opt-in confirmation

Use this workflow free

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