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6 Onboarding Email Essentials To Drive Success (Full Guide)

6 Onboarding Email Essentials To Drive Success (Full Guide)

Capturing and retaining customers has become a top priority for e-commerce businesses. With consumers facing endless choices and distractions, making a strong first impression is crucial. This is where an onboarding email comes in, acting as a powerful tool to engage your audience, build relationships, and set the stage for long-term success.

Think of onboarding emails as the digital version of a warm welcome, guiding new customers through the early stages of their journey with your brand. For one thing, these emails showcase your products or services. For another, they also set the tone for future interactions, fostering trust and loyalty.

By creating engaging onboarding emails, you can boost user engagement, reduce churn rates, and drive revenue growth. In this article, we’ll share six onboarding email essentials you need to know to drive success in your store. So let’s dive in!

What Is An Onboarding Email?

Simply put, onboarding emails are a series of friendly, helpful messages that welcome new customers or users right after they sign up or make a purchase.

The goal here is to educate, motivate, and engage them from the get-go.

Onboarding email example from Groove
Onboarding email example from Groove (click to zoom)

Onboarding emails are like a warm introduction to your brand, products, or services. They provide useful information, tips, and resources to help users make the most of what you offer.

Unlike your typical marketing emails, these are super targeted and personalized, designed to meet the unique needs and interests of each user. The aim is to create a smooth and enjoyable experience right from the start, making sure users feel supported and valued every step of the way.

Why Do You Need To Create An Onboarding Email?

Did you know that according to Statista, welcome emails boast an impressive open rate of 68.6%?

That’s right! These emails are a fantastic way to grab attention right from the start.

In fact, in 2022, e-commerce players saw a remarkable click-to-conversion rate of about 56.8% for their welcome messages.

Slack's onboarding email example
Slack’s onboarding email example (click to zoom)

That’s not really surprising considering the number of benefits an onboarding email can offer:

  • Boosted Engagement and Activation: You can show new users the amazing value of your product or service. This can lead to higher activation rates and a stronger connection to your brand.
  • Better Customer Retention: A smooth and informative onboarding email can make a world of difference in keeping your customers around. Happy customers are not only more likely to stick with you but also spread the word about how great your brand is.
  • Improved User Experience: Onboarding emails are perfect for guiding users through the initial setup, answering common questions, and sharing valuable tips and tricks. This proactive approach ensures they have a seamless and enjoyable experience from day one, setting the stage for a positive relationship with your brand.
  • Increased Sales and Revenue: A well-crafted onboarding email can also be a great way to highlight extra features, suggest upsells, or promote complementary products. This can ultimately lead to more sales and boost your revenue.

6 Elements Of A Successful Onboarding Email

Now that we’ve covered the whats and the whys, let’s dive into the how-tos! Creating an effective onboarding email is all about connecting with your audience and delivering real value.

Here are some essential elements you should include in your onboarding email campaign:

1. Clear and concise messaging

When it comes to onboarding emails, clarity is key. You want to communicate clearly and directly, giving users the info they need without overwhelming them. Keep your language simple and avoid jargon or technical terms that might confuse or alienate your audience.

Squarespaces' onboarding email example
Squarespaces’ onboarding email example (click to zoom)

For example, here’s a quick and easy-to-follow onboarding template that you can use:

Hey there!

Welcome aboard! We’re thrilled to have you with us.

To get you started, here’s a quick rundown of the basics:

  1. Login: Use your email and password to log in.
  2. Dashboard: Your main hub for all things awesome.
  3. Support: Got questions? We’ve got answers—just click ‘Help’ on your dashboard.

Remember, we’re here to help every step of the way. If you need anything, don’t hesitate to reach out.

Cheers,
[Your Company]

2. Visually appealing design

Next up, graphics.

The visual appeal of your onboarding email can make a huge difference in its effectiveness.

Imagine opening an email that’s not only packed with useful info but also looks great—it’s eye-catching, right? So, make sure to use striking images, keep your branding consistent, and maintain a clean layout.

Miro's onboarding email example
Miro’s onboarding email example (click to zoom)

This not only makes your emails look professional but also keeps your new users engaged and excited about what’s next. Plus, don’t forget to include a friendly welcome message and clear next steps to guide them smoothly through their onboarding journey.

3. Personalization and segmentation

We’ve covered this before, but let’s dive deeper: tailoring your onboarding email to specific user segments or personas can truly make a difference.

By personalizing the content, tone, and messaging, you can better meet the unique needs and preferences of your target audience. It’s not just about adding a name; it’s about creating an experience that resonates with each user.

Gusto's onboarding email example
Gusto’s onboarding email example (click to zoom)

For instance, if you’re onboarding a tech-savvy group, use a more advanced tone and jargon they’ll appreciate. On the other hand, for beginners, keep it simple and supportive. This way, your onboarding email feels like a conversation tailored just for them, making your message more impactful and engaging.

4. Calls-to-Action (CTAs)

Strategically placing clear and compelling CTAs in your onboarding email is key to guiding new users effectively. Think about it—whether you’re nudging them to explore a cool feature, finish setting up their profile, or even make that first purchase, a well-crafted CTA can make all the difference.

GitHub's onboarding email example
GitHub’s onboarding email example (click to zoom)

It’s not just about telling them what to do next.

It’s also about sparking their interest and making their journey smoother.

So, in your onboarding email, make sure your CTAs are not only visible but also enticing enough to drive those desired actions and boost engagement.

5. Valuable resource and support

When you’re crafting your onboarding email, think of it as your welcome mat.

Make sure it’s packed with valuable resources like tutorials, FAQs, and links to customer support.

This not only shows that you’re committed to their success but also helps build trust in your brand from the get-go. Remember, a well-designed onboarding email sets the tone for a positive relationship, so don’t skimp on the details!

6. Discounts or coupons

Lastly, and probably one of the most crucial elements in the success of your onboarding email: discounts. Including a special discount or promotional offer in your onboarding email is a game-changer for encouraging engagement and boosting conversions.

Think about it – who doesn’t love a good deal?

Offering a discount not only grabs attention but also motivates recipients to take that next step, whether it’s making a purchase, upgrading their account, or checking out a new feature.

Grammarly's onboading discount offer
Grammarly’s onboading discount offer (click to zoom)

This simple addition can turn curious newbies into loyal customers. So, make your onboarding email irresistible with a tempting discount and watch your engagement soar.

Not sure where to start? No worries! Advanced Coupons is here to help you set up new customer discounts with ease, and so much more! This awesome plugin extends your basic coupon features, offering incredible flexibility for your onboarding email discounts.

#1-rated coupon plugin in WooCommerce
#1-rated coupon plugin in WooCommerce

For more ideas, check out these articles:

Conclusion

Onboarding emails are like your brand’s first handshake with new customers. They’re super important for keeping people engaged, building loyalty, and boosting conversions.

With a smart onboarding email strategy, you can make your customers’ first experience with your product or service smooth and exciting. This helps pave the way for a lasting and positive relationship.

But let’s be honest—getting it right isn’t a walk in the park. That’s why in this article, we explored six must-haves for your next welcome email:

  1. Clear and concise messaging
  2. Visually appealing design
  3. Personalization and segmentation
  4. Calls-to-Action (CTAs)
  5. Valuable resource and support
  6. Discounts or coupons

Do you have any questions about this article? Let us know in the comments!

author avatar
Belle Berber Writer, Content Manager
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