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 ‚Äėaha‚Äô 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 ‚Äėaha‚Äô 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‚Äôs 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
Cold Outreach

Here's a classic cold classic cold outreach framework that can be used to sell any product or service.

E-commerce
SaaS
Services
Product Launch

Here's a classic product launch sequence that does wonders for any brand.

E-commerce
SaaS
Services
Welcome

Create a classic 5-email welcome sequence to engage new subscribers and make your first sale.

E-commerce
SaaS
Services

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