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) > ]]

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:

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:

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:

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:

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:

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