Introduction:

Email Onboarding Sequence Process has been designed as an aid for you to develop a professional email campaign, to familiarizes your customers with specific features of your product/service.

A successful email onboarding campaign can increase customer lifetime value, reduce churn and turn new users into loyal, paying customers.

Use this Email Onboarding Sequence Process to develop an effective email onboarding campaign, and reap the benefits that come by doing so.

As you work through this Email Onboarding Sequence Process, you will be presented with form fields for which you are required to populate with your own specific data.

Process Street provides more information on how to use each form field in the 'Record Checklist Details' task.

You will also be presented with stop tasks ensuring task order, and our conditional logic feature used to create a dynamic process, catering to your specific needs.

Finally, our dynamic due date feature has been used to enforce task due dates, making sure essential steps are completed in good time.

As a manager, you will begin the process. You can provide an overview of how you would like the campaign to be built by a given team member. You can then delegate the tasks of writing the email campaign to the relevant team members using Process Street's role assignment feature.

Once the email campaign has been written, it is up to the manager to then provide approval. The relevant employee will not be able to complete this process until approval has been obtained and implemented.

Record checklist details

In this Email Onboarding Sequence Process, you will be presented with the following form fields, which you are required to populate with your own specific data. More information is provided for each form field via linkage to our help pages:

To begin the Email Onboarding Sequence Process, enter the required details into the form fields below.

This is a stop task, which means you cannot progress in this Email Onboarding Sequence Process until the required form fields are complete.

You can also enter a due date for the completion of the Email Onboarding Sequence Process. This will utilize our dynamic due date feature, notifying you 24 hours before the email sequence should be completed.

In this next section, you can assign tasks to a specific user using our role assignment form fields below. 

This Email Onboarding Sequence Process has been designed to split the task of completing a training sequence campaign into sections. For example, 'Record campaign details' is to be completed by the relevant manager. The production of the actual campaign messages is to be completed by the relevant employee.

Record campaign details:

Define the goal of the campaign

To begin your Email Onboarding Sequence Process you can start by defining your campaigns intended goal.

Fill in the below form fields with your own data. You are presented with the long text form field to do this.

Campaign goals need to be SMART: Specific, Measurable, Achievable, Realistic and Timely.

Check out Process Street's SMART Goal Setting Checklist [CLICK HERE]

Define the target audience for the campaign

The next stage of this Email Onboarding Sequence Process is to define the target audience.

If you have a target segment in mind, you can complete the below short text form field indicating this segment.

Alternatively, you can upload your email list using our file upload widget below, or you can copy and paste a URL link of this email list using our website form field.

Using our long text form field, you can then define important recipient details that need to be considered and valuable information to be passed on for the email campaign (if required).

Finally, you are presented with a conditional logic step. Selecting 'Yes' or 'No' from the dropdown menu will direct you to the relevant step in this process.

By defining a target audience for your campaign, you can develop an effective marketing communicating strategy.

To define a target audience, it is a set of individuals who share similar needs or characteristics that your company hopes to serve.

Email the assignee

You can use our email widget to email the campaign details to the assignee. 

Review campaign details

A full report of the campaign details has been provided summarizing these details for your review and records.

Campaign Details

Email Onboarding Sequence Campaign

Campaign to be completed by {{form.Full_name_of_the_employee}}

Campaign goal 

Intended audience

{{form.Define_the_campaign's_intended_audience.}}

Intended Impact

{{form.Define_the_campaign_intended_impact.}} 

Desired outcome

{{form.Define_the_desired_outcome_of_the_campaign.}}

Target Audience

Important recipient details 

{{form.Define_important_recipient_details}}

Define the most valuable information

{{form.Define_the_most_valuable_information}}

Review email onboarding sequence details:

Learn the basics of an email onboarding sequence

“Users try out a lot of apps but decide which ones they want to stop using within the first 3-7 days. The key to success is to get users hooked during that critical first 3-7 day period.” - Ankit Jain, Head of Search and Discovery, Google Play

An email onboarding campaign begins with finding the ''need''. What is it that your customer needs from your product/service?

It is this ''need'' that separates an email training campaign from an email onboarding campaign. That is, email training is a more general campaign, whereas email onboarding has the specific goal of delivering that specific need to a customer.

As Ankit Jan states above, the key to success is to get the users hooked. Did you know that 40-60% of consumers will use your product or service once and never return?

As disheartening as this statistic is, educating your customer on how to use your service or product to deliver on their ''need'' is one way you can obtain returning customers.

With an effective email onboarding campaign, you can gain a 500% increase in customer lifetime value.

But, for you to attain such benefits, your email onboarding sequence needs to be effective.

Think about it.

According to Email Statistics Report, 2014-1018, more than 269 billion business and consumer emails were sent and received every day in 2017.

How do you cut through this clutter and make your emails stand out?

What will deter your customers from stockpiling your campaign emails in the trash can?

It is possible.

Take Upscope for example. Upscope is a screen-sharing tool that integrates with popular live chat applications such as Intercom. Upscope developed an email onboarding sequence and claimed to have a 100% open rate.

Upscope cut right through the clutter.

A successful email onboarding campaign can increase customer lifetime value, reduce churn and turn new users into loyal, paying customers.

The purpose of an onboarding sequence is to help the subscriber reach a certain point of value with your service. It’s similar to the training sequence but has a very specific end goal.

For example, a software product that helps users schedule social media posts knows that the product’s value isn’t realized until the user actually schedules a post. So the onboarding sequence walks the user through the steps to schedule a post.

To get this right, you must first figure out your user's desired outcome. What problem are they trying to solve? Once you know the answer to that, you just have to lead them to it.

Learn about creating email onboarding sequence

Watch the below video for more information on how to write an effective onboarding email sequence.

Transactional sequence:

Write message 1

It is time to write your first email for this Email Onboarding Sequence.

Work through the form fields below to guide you through this process. 

The form fields have been designed to provide you with the option to conduct A/B testing.  

You have the options to add attachments to this first email or to add a relevant URL link

You are then presented with a dropdown form field, which represents a conditional logic step in this process. Selecting 'Yes' or 'No' will direct you to the relevant stage in this

Each stage in this process will follow the same format as this first message. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
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    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
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    Massive Value Bomb
  • 12
    Connect / Intro to person
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A/B testing, also known as split testing, allows you to decipher the best campaign options. In A/B testing you can send two variants of an email to an equal percentage of your mailing list. Observing matrices such as 'open rate' and 'click-through rate' will then enable you to determine the most effective variant.

Write message 2

It is time to write your second email in the Email Onboarding Sequence Process.

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 3

It is time to write your third email in the Email Onboarding Sequence Process.

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 4

It is time to write your fourth email in the Email Onboarding Sequence Process.

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 5

It is time to write your fifth email in the Email Onboarding Sequence Process.

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 6

It is time to write your sixth email in the Email Onboarding Sequence Process.

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 7

It is time to write your seventh email in the Email Onboarding Sequence Process.

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 8

It is time to write your eighth email in the Email Onboarding Sequence Process.

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 9

It is time to write your ninth email in the Email Onboarding Sequence Process.

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 10

It is time to write your ninth email in the Email Onboarding Sequence Process.

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person

Feedback and approval:

Review the campaign

Once you have created the email series for this campaign, the next stage of the Email Onboarding Sequence Process would be to obtain the required feedback and managerial approval

You are presented with our subtask form field. Check off each task on its completion below. 

  • 1
    Perform a spell on each message.
  • 2
    Make sure each email is grammatically correct and makes sense.

Provide feedback

This task is to be completed by the manager.

Look through the proposed email campaign and provide your feedback in the long text form field below.

Review and implement feedback

This task is to be completed by the assigned employee.

Review the feedback provided by your manager and implement this feedback.

This is a stop task. You cannot complete this Onboarding Sequence Process until feedback has been reviewed and implemented.

Feedback provided by managerial feedback

{{form.Provide_feedback}}

  • 1
    Review managerial feedback
  • 2
    Implement managerial feedback

Sources:

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