Product Onboarding: Email Sequence Guide

Use this classic 5-email onboarding sequence to welcome new users, build your brand, and increase product adoption.

E-commerce
SaaS
Services
New users

Day 1: Welcome

Welcome new users, build excitement to use your product and encourage them to take their first steps.

Create with Hoppy Copy:

[[ tool: welcome_onboarding_v3| Welcome Email (onboarding) > ]]

[[ tool: welcome_onboarding_v3| Welcome Email (onboarding) > ]]

Consider:

  • Explain how to get started with your product
  • Restate your products value proposition
  • Provide your backstory to build credibility (i.e. personal intro from the founder)
  • Encourage following your brand on social media channels / groups
  • Introduce a valuable piece of content to kick it off

Day 2: Educational Content

Educate and encourage use of key features that will lead to that ‘aha’ moment.

Create with Hoppy Copy:

[[ tool: edu_email_v3| Educational Email > ]]

Consider:

  • Show customers how to accomplish a key task that will lead to more use of your product
  • Educate customers about an key topic related to your product
  • Links to blogs/resources that will help with adoption
  • Include contact information
  • Include a CTA to use product

Day 3: Educational Content 2

Educate and encourage use of key features that will lead to that ‘aha’ moment, and showcase more features users might not be aware of.

Create with Hoppy Copy:

[[tool:edu_email_v3| Educational Email > ]]

Consider:

  • Show customers how to accomplish a key task that will lead to more use of your product
  • Highlight core features your users might not be aware of
  • Trigger based events (include content specific to an action a user took in your tool)
  • Educate customers about an key topic related to your product
  • Links to blogs/resources that will help with adoption
  • Include contact information
  • Include a CTA to use product

Day 7: Upgrade

Encourage users to take action and become a paying customer.

Create with Hoppy Copy:

[[ tool: multipurpose_email_v3 | Multipurpose Email > ]]

Consider:

  • Emphasize your product’s main benefits in detail (consider video and imagery)
  • Offer limited time or limited quantity incentive (discount, deal, free gift)
  • Address potential concerns holding them back (cost, shipping, fears)
  • Links to educational blog content, or FAQ
  • Social proof (reviews, awards, testimonials)
  • Contact info for questions

Day 10: Request Feedback

Request feedback, completion of a survey, reviews, or testimonials from your users.

Create with Hoppy Copy:

[[ tool: multipurpose_email_v3| Multipurpose Email > ]]

Consider:

  • Express why you want the feedback, and how important it is to you upfront
  • Tell them how long it will take
  • Offer an incentive (cash, extended trial, free access) in exchange for feedback or reviews
  • Provide a clear CTA
  • Leave your contact info for questions

Day 15: Refer Friends

Grow your customer base by asking them to refer friends.

Create with Hoppy Copy:

[[ tool: multipurpose_email_v3 | Multipurpose Email > ]]

Consider:

  • Explain the benefits of sharing your product with friends (i.e. they can both use it together / their friends will get to enjoy the same benefits)
  • Offer an incentive for both the referee and the referrer (cash, free access)
  • Provide a link in the email that they can directly share
  • Provide a clear CTA
Post-Purchase (Thank You)

Here's a proven sequence to build your brand while encouraging customers to purchase from you again and again.

E-commerce
Services
Request Feedback & Reviews

Maximize requests to your customers with this simple 3 email sequence, be it a survey, review or any other request.

E-commerce
SaaS
Services
Lead Nurture (Seinfeld)

Nobody likes being sold to. Use these three styles of short, entertaining daily or weekly emails to keep readers engaged and convert your leads to paying customers. Great to use after building trust via a Soap Opera sequence.

E-commerce
SaaS
Services

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