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The most effective SaaS customer onboarding emails (Templates and examples)

Sep 3, 2023

Over 90 90% of consumers believe they could be better off in terms of onboarding.

Customer onboarding emails are one of the first encounters with customers and also the first chance to get in touch with them in an intimate and personal manner.

It will take you around 14 minutes to get new clients before they leave after the route. So, those initial emails must be on the right track.

You should learn about creating an effective flow of emails for onboarding clients. Also, we have a template for customer onboarding template as well as examples of efficient onboarding messages of the best SaaS companies.

Skip ahead:

What is the purpose of onboarding customers? crucial?

Customer Onboarding is all about delivering value to your customers as quickly as possible - ideally in their first usage of your product or service.

Yet, many companies make the mistake of thinking that people who are not familiar to their company are knowledgeable about the products and services they offer than they actually do.

These emails for onboarding typically are basic In some cases, nonexistent - missing essential information to aid users in getting what they want from their experience.

In order to create lasting, reliable relationships with your clients, you must get them onboarded right - including a step-by-step email that explains to customers what they need to learn to use your product, in order to make the most of them and achieve their main goals.

These are the most significant advantages of sending high-quality emails for customers who are onboarding

You have new customers who are interested in you.

70% of customers can make purchase decisions based on the level of customer service they receive from their manufacturers.

A process for signing for your subscription or downloading your lead magnet is only the first step in your customer's journey. If you're looking to convert your customers into paid subscribers, you need to be involved in the onboarding process by providing them with personalized, specific advice that is relevant and current. A good onboarding message can determine the outcome of the client becoming a subscriber, or not.

Improve the lifetime value of the customers

Businesses that concentrate on their customer experience have more than two times the each year in retention of customers as for the value they bring to their customers' lives relative to rivals.

Happy customers are loyal customers. Enhance the life-time value of each client with the onboarding email that allows customers to use your products as well as services and help them to stick with you for a longer period of time.

Reducing the number of churns

     55 percent of customers say they've returned a product because they didn't know the best way to utilize the product.

You've worked very hard to bring those customers to your door Do not let them go to another place now. Make sure to send onboarding emails for customers that provide new customers with an easy-to-follow path that will help them get to get the maximum benefit of your products and help reduce churn.

Why should you use an onboarding template for your customers?

It's obvious why it's important to welcome customers onto the plane - however, what is the reason you'll need an email onboarding template in order to accomplish this?

The following are four advantages using a template to send your welcome email that you mail out:

  • Increase efficiency: Implementing a customer-onboarding template is the best method to boost the effectiveness of your onboarding procedure. instead of writing individual emails for every customer with a template for the onboarding process, this template lets customers onboard quicker and more easily with a standardized procedure for every new customer.
  • Make use of past success: What's the point of revising the existing rulesbook set up to help you? The customer onboarding template can help you build upon the successes of your previous campaigns, adjusting the message over time to incorporate more of the elements that are successful as well as removing the content that isn't a hit with your customers.
  • To maintain customer loyalty, create templates for creating an email process that takes users step-by-step through the steps of the onboarding process. Don't disappoint new customers and keep in touch via email. You can assist them throughout the entire procedure of onboarding. This will make your customers more likely to keep in touch and keep using your products beyond the initial time of signing up.
  • Create it to be scalable In case you're looking to scale your onboarding process and you'll require an onboarding email template to help you. Automate the onboarding process so that you can receive new customers on a massive scale regardless of the amount of customers who arrive at your door.

Get the Customer Onboarding templates for email messages

These are the six components of a highly effective customer onboarding template, with illustrations using actual names. These will help you design the email templates.

Six components to create an effective customer onboarding template to send emails

Welcome email

The first time you meet a new customer - it's a momentous occasion!

The first step in the journey of customer onboarding is sending a welcome email in which you meet customers and introduce new customers to your family. thank customers for signing up and then address them with a call-to-action (CTA) for them to make quick decisions to start using your product or service.

The tone must be welcoming and positive, as well as energetic and positive. Don't forget to adapt it to the voice of your business.

  • Begin by introducing yourself! Introduce yourself and introduce users to your organization.
  • Thank you for your help: Thanks to users who signed up, downloading or performing an act. They would like to be appreciated!
  • Include a CTA with a call-to-action early in your email that encourages recipients to take immediate actions by e.g. by introducing a project, or a link to the accounts on social media sites of their choice.

Introduction to your company

Introduce your business and the product or service you provide, so that you keep customers in mind why they picked to work with you in the first instance! Make it short, make sure you highlight the most important advantages or features.

  • Define what you are doing in just a few sentences, describe what you are doing and the method you follow to provide customers with a better idea of the quality of your service.
  • Add social proof Add social proof such as the star rating or review to improve customer confidence and motivate them to purchase your products.
  • Let your community shine: Let your clients feel part of something bigger by promoting your community by showing other members who have similar interests to them.

The timeline for onboarding

Onboarding emails for customers may also contain a short timetable of the onboarding process to make sure that customers know what to expect from the next step. Include a timeline, or an outline of the various options available such as a no-cost onboarding webinar, call or self-guided course.

  • Outline first steps: Explain the first steps in using your program, like joining an email account, or inviting other users to join your program too.
  • Add a scheduling option If you offer a webinar or an onboarding program using a calendar button you may include it in order in order to assist new customers signing up right away.

Training and additional resources

Your clients should be instructed on how they can get started using your product - including important configurations like the filling of blank fields as well as using key features. Offer training materials and resources for new users. Additionally, provide them with access to tutorials and Success managers, if you've got these.

Make this stage of your onboarding process thorough - but the process isn't mandatory. Your users must be able to gain access to the services they'll need, based the degree of familiarity they have in your offerings and services.

Imagine that your potential customer does not have any experience using the service you provide. It is now your responsibility to provide them quick access to all the details that they require to know more.

  • The best resources to use: Kick start the educational process of the customer by including useful resources and tips such as how-to guides.
  • Training videos: Embed or embed links into your instruction to provide customers with the steps-by-step directions for creating your products that take advantage of the functions.
  • Free guides: Got ebooks and guides? Offer a download for free of them with your email at the time of onboarding for customers in order to offer additional value to those who are new customers.

The next step

It is crucial to include the steps that you'll need to take to your customer in the onboarding email template. Select 1-3 actions items to increase engagement with your service or product. Be sure to keep the message simple so that you don't confuse or driving away potential customers.

  • The next step is to describe the process. It should be clear on what your customer should follow up on after reading the welcome message. Which is the most important thing they must take before they can follow up? Let them know.
  • Make sure you are clear: This is not an ideal time to become confused! Use simple CTA buttons that include explicit words such as "connect" and "download" to ensure that your next click is is the one that's right for them to follow your process.

Contact details

Include the contacts for your customer support team or the customer success team when you send your onboarding emails. In the event that you've account managers for every client or customers Meet them! Introduce users to the person they should contact for assistance or need the contact number for them.

Examples of efficient customer email onboarding

Do you want to see customer onboarding emails working? Below are two examples of powerful templates developed by some of the best names.

     Quickbooks

Quickbooks has created a fantastic welcome email to introduce new customers to the group. It's welcoming and informative in encouraging users to begin using this product as soon as they can to improve customer interaction.

The welcome message includes social proof to reassure new users that they're in good in the hands of a trusted. Take a look at the easy CTA buttons in order to increase the number of users that are active.

     Asana

The first users to join Asana will receive an invitation to thank you for signing up. The email immediately directs users to interact with the product - with the click of a button that allows them to create a task'. Other sections permit users to sync their email to Asana and then download the app.

Asana provides 3 benefits that users will appreciate by using their software. Specifically it's Tasks feature which allows cooperation and easy management of the products. It's clear from the start of using it that there is value of the software for the users.

This welcome message is straightforward and simple Customers are provided with clear instructions to assist users get started using the platform immediately.

Download the onboarding customer email templates

Three good practices to be followed when designing customer onboarding email templates

You can customize the template to your personal picture

The trick to make the most out of an onboarding template is to make it appear similar to it's from.

Create email templates that are flexible to match your brand's voice. The ideal email messages for clients for onboarding follow the brand's message across different platforms. It should be instantly recognizable as your branding. It should follow the same design and tone you apply to all your blog posts, and also the product or service you offer.

Tips: personalize your template mailer to meet the needs of your clients too - add the name of your client as well as any pertinent information regarding your product, recommendations for resource, and more.

Perform A/B tests to increase performance

If you're using an Onboarding to customers' email template you're going need to find the variants that are most effective at engaging your target audience.

Examine different emails sent to customers onboarding to find out the impact of various modifications to the performance of these templates, such as:

  • Email design
  • Frequency
  • Urgency
  • Personalization
  • Content format
  • Subject line
  • Call-to-action buttons

A/B testing enables you to discover specific changes to your email templates This allows you to keep improving and perfect the process of welcoming customers in order to achieve optimal results for your customers and your business.

Monitor and evaluate the success of welcome emails

It's not enough just to make a customer-onboarding template for email and forget about it - for the best outcomes, it's important to evaluate and monitor the effectiveness of your template email for enhancing the experience of your customers.

You can monitor the success of the onboarding emails you send to your customers using KPIs like:

  • Email open rates
  • Click-through rate
  • Conversion rate
  • The client is activated

Use email marketing tools like Hubspot to track your chosen indicators and evaluate the results you're getting from them. Continuously monitoring your onboarding email performance You could improve the quality of your onboarding email template to enhance your onboarding experience in addition to increasing the satisfaction of your customers.

Make use of this email to the customer for onboarding template

An effective template for onboarding customers that greets clients, walks them through the process of installing and using your product and helps keep them engaged.

This template for onboarding your customers is customizable to fit your needs as a company as well as style. Using A/B tests and tracking of the effectiveness of your emails as time passes, you can alter and improve the design to meet the needs of the intended audience.

Make changes to your onboarding email for customers templates now. Download these email templates

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