Creating Great Onboarding Welcome Email Tips

The onboarding experience is one of the first factors that consumers use to decide whether or not they will stay. This article will reflect on the anatomy of a welcome email, different types of emails you send during the onboarding stage, and how to plan your onboarding email series. If your welcome message is in-genuine, awkward, boring, or impolite it’s highly unlikely that your friend will be inclined to stick around.

Importance of onboarding welcome emails

Comparing your online business to a brick and mortar store, receiving a welcome email is like getting greeted by the staff as you are entering. The onboarding welcome emails can be the foot-in-the-door that manage to:

  • Welcome and thank the new subscribers for subscribing
  • Introduce the brand and its products
  • Set an expectation about what to expect from your emails
  • Incentivize the sign-up process with a discount offer or freebie
  • Increase social followers
  • build a sense of customer loyalty towards your brand

A general onboarding email(s) can be divided into two broad categories:

  1. Introduction
  2. Action to be taken

Introduction section – 

  • Recognizable Sender Name
  • Subject Line & Preheader text
  • A welcoming hero image and Headline
  • A reminder of why they signed up
  • Set expectations

Action to be taken – 

  • Reward them
  • Actionable CTA or helpful resources
  • Complete your profile
  • Request to whitelist
  • Increase Social media followers

The impression set during the onboarding stage has an influence on the relationships you build with your subscribers. Need help to create great onboarding welcome emails? Get in touch with us and we can be of your service.