Improve activation rates with product onboarding emails that engage and educate.

What is a Product Onboarding Email?

A product onboarding email is sent to users who have just signed up for an online product or service. Product onboarding emails are designed to help users learn about the product, understand the jobs to be done with the product, and to understand product features and functionality.

Who uses Product Onboarding Emails?

A product onboarding email is sent to users who have just signed up for an online product or service. Product onboarding emails are designed to help users learn about the product, understand the jobs to be done with the product, and to understand product features and functionality.

What to include in a Product Onboarding Email?

There are a lot of factors to consider when building a product onboarding email.

Here are some of the email elements to consider.

Email Design Element

Best Practices

Send Time

Send the initial email immediately, and then time subsequent emails according to the user journey.


Sender

Use a recognizable and trustworthy sender name and email address.


Subject Line

Make the subject line clear and informative, highlighting the product's value and what the user can expect to learn or achieve from the onboarding process.


Preview Text

Add intrigue to the email by highlighting or teasing a key product benefit.


Body Content

Use a clear and concise format that guides the user through the onboarding process, with clear instructions on how to get started and use the product's key features. Include visuals, such as screenshots or videos, to make it easier for users to understand.


Call-to-action (CTA)

Include a clear and prominent CTA that encourages users to take action, such as signing in to their account or completing specific tasks.


Personalization

Use the recipient's name.


Branding

Use the brand logo in recommended resolution; use brand fonts and colour scheme.


Footer

Standard branded footer with email, telephone, and full address. Provide clear contact information in case the user needs assistance with their interaction.

Anatomy of a Product Onboarding email

Let’s look at an example from Monday.com.

Anatomy-Monday.com

Product Onboarding Email Examples

Real-world examples from some of the world’s top brands. Each example has been built in Knak, which means you can use it to get inspired for your emails.

Product Onboarding Email FAQ

What is a product onboarding email?


Who should receive a product onboarding email?


What should a product onboarding email include?


How many product onboarding emails should I send?


What are some best practices for designing product onboarding emails?


How can I personalize my product onboarding emails?


What is the goal of a product onboarding email?


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