Guides ยท Business
Onboarding Email Sequence Basics
Design a concise onboarding sequence
This guide covers building an onboarding email sequence: define activation goal, map 4-6 emails, include one action per message, and measure opens/clicks to refine.
- onboarding emails
- activation
- crm
- sequence
- engagement
Set the activation goal
Define the key action new users should take (e.g., first project created).
Map the sequence
Plan 4-6 emails over the first weeks with one clear action each.
Keep it short
Use concise copy, a single CTA, and relevant help links.
Measure and iterate
Track opens/clicks and activation; A/B test subject lines or timing.
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