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Onboarding steps email template
Numbered steps to guide new customers to their first success. Free, mobile-friendly and ready to send: customise it with your own logo, colours and words in minutes.
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When to use an onboarding steps email
Automate them: welcome on signup, onboarding over the first week, win-back after inactivity, birthday once a year.
Customer journey email templates guide people through their relationship with you: welcome, onboarding, birthdays, anniversaries, win-back and feedback. They work best as automated emails triggered by what each customer does.
Subject line ideas
- 3 steps to get the most out of Your Company
- Welcome to Your Company!
- We miss you, Alex
- Happy birthday, Alex! 🎉
Tips for a great onboarding steps email
- Send the welcome email immediately; it has the highest open rate of any email.
- Onboarding emails should each teach one thing.
- Win-back emails work best with a genuine incentive.
- Ask for feedback when the experience is fresh.
Send it automatically
This design is part of these ready-made automation workflows:
- Welcome series: Turn new subscribers into engaged readers and first-time customers.
- 5-day email course: Build trust by teaching, and grow sales from the most engaged learners.
- Free trial conversion: Convert more free trials into paying customers.
Frequently asked questions
What is an onboarding steps email?
Numbered steps to guide new customers to their first success. Customer journey email templates guide people through their relationship with you: welcome, onboarding, birthdays, anniversaries, win-back and feedback.
When should I send an onboarding steps email?
Automate them: welcome on signup, onboarding over the first week, win-back after inactivity, birthday once a year.
How do I use this onboarding steps email template?
Create a free ENB Technologies account, choose “Onboarding steps” in the template gallery, and it opens in the drag-and-drop editor with your logo and brand colour already applied. Edit the text and images, pick your audience and send, or schedule it for later.
Is this onboarding steps email template free and mobile-friendly?
Yes. It is free to use, adapts to phones and tablets, and is built with the layout techniques that display correctly in Gmail, Outlook, Apple Mail and Yahoo.
Also searched as: onboarding email, getting started email, user activation, how to get started
Preview with sample text and colours. Your logo and brand colour are applied automatically.
More customer journey email templates
Welcome email template
Warm first email: what to expect, next steps and a clear call to action.
We miss you email template
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Happy birthday email template
Celebrate subscribers with a birthday gift (pairs with the birthday automation).
Feedback survey email template
One-click 0–10 rating (NPS) that people actually answer.
Customer anniversary email template
Celebrate how long someone has been a customer, with a thank-you gift.
Stay subscribed? email template
Re-permission / list clean-up email. Keeps your list healthy and compliant.
Send your first onboarding steps email today
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