Beefree blog

Best Onboarding Email Tips and Templates

Beefree team
Beefree team
Jul 5, 2023
Best Onboarding Email Tips and Templates
Best Onboarding Email Tips and Templates

You’ve scored a win by signing up a new customer or client - nice work! This isn’t the finish line, though, but only the beginning. Now is the time to start establishing a loyal relationship with that new client by guiding them through your onboarding process so they understand your product better and feel more like a part of your community. An onboarding email (or emails) is a low-maintenance but effective way to do this, and we have all the tips you need to make those onboarding emails worthwhile.

What Is an Onboarding Email?

An onboarding email campaign is a campaign that is sent to new users after the signup and is designed around initiating them into your community. Think of it as both a tutorial and a “getting to know you” process - it can guide new users through your product’s features and introduce them to your product more fully.

Why are Onboarding Emails Important?

Onboarding emails are a key part of building a relationship of trust, familiarity, and loyalty with your new customers. If your email is well-executed, it can make the difference between customers giving your product a cursory trial and moving on or investing their time and becoming loyal users for years to come.A strong onboarding email campaign can offer advantages like:

  • Showing customers the features and uses of your product that they may not find on their own
  • Improving customer satisfaction (and customer retention and referrals as a result) because customers learn how to best use your product
  • Strengthening brand loyalty because the customer feels like you are guiding and welcoming them, not just accepting their money and setting them loose to figure out the product on their own
  • Keeping your product in new customers’ minds so they use it more often

Here are some best practices to make sure you’re getting the most out of your onboarding emails.

When to Send An Onboarding Email

It goes without saying that onboarding emails should be sent after a new customer signs up for your product or service. There are several types of onboarding emails, though, that can be sent at different times in the onboarding process. These can include:

  • Welcome email: A welcome email is sent automatically when the customer signs up. It confirms that their sign-up was a success and gives them anything they’ll need to get started, like a log-in button, customer code, or basic instructions for logging in.
  • Instructional emails: To help your customers be as satisfied with your product as possible, you want to make sure they see all that your product can do. By sending instructional emails in the first days after a new customer signs up, you can highlight certain features, provide tutorial videos, or otherwise teach the customer about their new product. You could send one instructional email or a series of them.
  • Onboarding survey emails: Survey emails during the onboarding process allow you to learn more about why a customer signed up, how they plan on using the product, how their experience with the product has been so far, and so on.
  • Upsell emails: If your product or service has multiple options, like a basic subscription and a premium subscription, an upsell email could be an excellent addition to your onboarding campaign. After your customer has been using their basic subscription for some time, send them an email about what they’re missing out on and invite them to upgrade to the premium option.

Tips for Writing Effective Onboarding Emails for Customers

Like any customer emailing campaign, onboarding emails need to be well-executed for them to be effective. How can you master the art of powerful, profitable onboarding emails? Follow these tips.

TIP #1: Write compelling onboarding subject lines 

Your onboarding emails only work if customers open them, and that largely depends on your subject line. Craft a subject line that is compelling and interesting, giving customers a reason to open the email. Consider these examples:

  • Let’s unbox your new subscription to !
  • More 💥 for your 💸: Here’s how to use .
  • Welcome to the  family! Let us show you around.

Different audiences respond better to different types of subject lines, so it can take time to discover what subject lines give you the best open rates. You can find out with A/B testing - use one subject line for a randomly chosen half of your new customers’ onboarding emails and a different subject line for the other half and see which one performs better.

Tip #2: Offer a clear how-to guide

Even if users have already signed up for your product or service, they may need additional information to start using it successfully. Sending a how-to guide early on in the onboarding process is a great way to help new subscribers get started. A how-to email also reminds users of your product or service’s features and benefits, encouraging them to fully utilize its potential. Here’s an example of an onboarding email from MailChimp, which includes a step-by-step guide. The email itself is kept clutter-free with a link to the guide and a clear call to action (CTA).

Mailchimp Getting started emails

TIP #3: Don't overload users with too much information 

All your onboarding emails should be short and to the point. Your users are busy people, and if they open an email that has a wall of text, they’re likely to skip the whole thing. The less text you have, the more attention your call-to-action or other important elements will get because they aren’t being crowded by all that visual clutter. Twitter has done this excellently in this example:

inspiration for onboarding emails

Think of all the information Twitter could have sent. Maybe a list of suggested friends, a list of those potential friends’ tweets, a message about customizing your profile… you get the idea. Instead, the email focuses on a single action: find your friends. That makes the email easy to read and understand and, thus, easy to act upon.If your users seem to be inactive or don’t respond to your CTAs in your getting started emails, it’s likely that they’re overwhelmed or confused, so keep your emails simple and test your email design layout.

Tip #4: Send onboarding emails in a short sequence

As we’ve discussed, an email is most effective when it has a focused message paired with a single CTA. One strategy brands can use to avoid dumping too much information all at once is to create a series of onboarding tips. The getting started guide email from MailChimp we saw earlier, for example, was just one in a series called a drip campaign. This is how the email sequence looked in my inbox in the first week after I activated my account:

Mailchimp Getting started emails

Similarly, the music app Spotify sends three key tips across three welcome emails:

Spotify Getting started emails

Each email has the same structure: a GIF, brief text, and a CTA button. Brands like Mailchimp and Spotify deliver a sequence of tips to avoid overwhelming users to the point they take no action at all. As Customer.io points out, most activation funnels make customers confused because they aren’t very funnel-like at all. Here’s how they illustrate that confusion:

Customer.io newsletter activation funnel

Illustration credit: Customer.io

Customer.io suggests treating the onboarding process like the tutorial mode in a video game. Walk customers through each step, one by one. The steps should follow the natural progression of how a user will engage with your product. Start with tips on building their profile, for example, and then move on to highlight specific features, gradually reaching more complex features. The goal is to guide your customers to fully understand and enjoy your product.

Tip #5: Provide a product visual

Instead of taking the “how-to” route for onboarding emails, Canva, the graphic design tool, uses two effective strategies in its onboarding email:

  1. Encourages users to explore their product by showing visual examples of Canva templates.
  2. Positions the product as a solution to a problem (problem: design takes time; solution: Canva has easy-to-use templates).

Here’s their onboarding email:

Canva Getting started emails

Canva’s email follows all the best practices (single CTA, focused message, solutions-oriented) while inspiring users to get started with a preview of its product.

Onboarding Made Easy: Effective Onboarding Email Templates You Can Use

The tips above can help you boost the impact of your onboarding email sequence, but how do you get started? Good news: there are many free templates available from BeeFree that are pre-designed with best practices in mind to help you nurture a longstanding relationship with your new customers. There are templates available for various industries and various points in your onboarding funnel - check out the options below, for example.

Onboarding Email Templates for HR 

If you’re in HR, your onboarding process is an essential part of ensuring a strong company culture. Not only is it a way to get important information to new employees but also a way to ensure employee engagement is high from the start. This Beefree onboarding email is the perfect start to your HR onboarding communications. However, this template can also be easily adapted to any other industry looking to make email creation a whole lot easier!

Use this template in Beefree!

Use this template in Beefree!

Higher Education Onboarding Email Template

For Higher Education institutions, a welcome message provides new students with valuable information that will help them navigate their new journey. The Beefree Higher Education template collection helps these institutions build email campaigns effortlessly, from recruitment to onboarding and beyond.

Making the most of your onboarding emails 

Each brand needs to carefully evaluate how to engage with its new users. Important factors in onboarding email campaigns include the number of emails, the timing of those messages, and the content. As you consider the best path for your users, keep today’s tips in mind:

  1. Lead with a compelling subject line. Make your subject line eye-catching and punchy while also making it transparent about what the email holds.
  2. Offer a guide. Whether it’s in the email or on a landing page, make sure users have the resources needed to get the most from your product or service.
  3. Keep your message focused. Don’t overwhelm users by telling them everything about your brand all at once. Send concise, thoughtful messages to show how your product or service can help them.
  4. Set up an onboarding sequence. You shouldn’t send all your onboarding tips in one email; keep information well-paced in a series of sends.
  5. Use product visuals. Try to show your product or service with images and screenshots.

Get started and go pro!

Feeling inspired? Design get started designing your onboarding email sequence with our easy-to-use, drag-n-drop email editor. No HTML or design experience is required, plus your emails will be mobile responsive. Sign-up for a Beefree account today! The best part? It's free.

Editor’s Note: This post was updated on July 2023 to ensure accuracy and comprehensiveness.

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Email is king when it comes to talking directly to your customers. Sure, we might send texts or share voice notes, but we all still check our emails. It’s how we keep in touch with work and the businesses we connect with. 

As an email marketer, this puts you in prime position to get your business’s brand right into the hands of your customers. The problem, however, is that you must first get past the metaphorical guard dog known as the secure email gateway (SEG). 

SEGs use sophisticated methods to identify and block spam and phishing emails from ever entering a person’s inbox. While your email newsletters should go through, that doesn’t necessarily mean they will. That’s why businesses need to know what a secure email gateway is and how it works. Know this key info, and you’ll be able to improve the chances of your emails reaching their destination. 

What are email security gateways? 

Protecting yourself from cyber threats is the basis of all cybersecurity risk assessment services. One of the biggest gaps in any security armor is phishing emails. If they get through and someone clicks a link they shouldn’t have, it’s almost impossible to stop the damage. 

The victim could be anyone. The link could lead to a ransomware virus that holds your data captive or be the start of a data breach. It could even lead to a traditional scam that has you input your credit card details so a thief can steal them. 

For all these reasons and more, email providers consistently invest in security features to help protect their customers. One such feature is an email security gateway. 

A secure email gateway uses AI and machine learning to screen incoming emails, identify spam, and stop it from entering. If there’s any doubt, the system quarantines the email in your spam box for review. 

Why are secure email gateways important?

While we are getting better at filtering out spam emails, an estimated 45.6% of emails sent in 2023 were still spam. This poses a massive security risk for consumers, businesses, and governments alike. 

According to IBM, businesses are hit the hardest, with the global average cost of each successful phishing attack increasing to $4.88M USD. The attacks don’t just hit businesses, either, with attacks targeting individuals and even charities.

Just as phishing and spam emails have become more sophisticated, so have the tools designed to protect against them. All providers, including big names like Gmail, use SEGs to secure communications and other features, such as Gmail’s unsubscribe feature

What do SEGs flag as spam? 

SEGs continually update their parameters. This means that what they check for is constantly in flux. What SEGs look for today, for example, could include: 

  • Strange or suspicious subject lines
  • Highly urgent capitalization or excessive exclamation points
  • Strange URLs
  • Poor grammar and/or spelling
  • Generic greetings that don’t address the recipient 
  • Suspicious email addresses
  • The volume of emails sent at once
  • Attachment types 
  • Image-heavy content 

SEGs are far more advanced than just ticking boxes, but that doesn’t mean your emails can’t get blocked or sent to spam. After all, you might put together a great email campaign, but if your email is too image-heavy, it might get quarantined or sent to spam. 

The good news is that once you know what the SEGs look for, you can work to design better emails. Beefree can help you get started, with a range of templates for responsive email designs.

How to create newsletters with secure email gateways in mind 

The good news is that you can implement and send out most, if not all, of your newsletter ideas without issue. So long as the emails are well-made and are sent at a reasonable frequency, you’ll be golden. 

Start by first improving your security methods

In general, you should always look at ramping up the security measures in your business. You can use one of the top types of risk assessment matrix to understand your business's threats and how to resolve them. Then, since you already have that information, you can use it to create better newsletters and emails. 

Make sure the personalization feature works

One of the biggest red flags for an SEG is a generic greeting. Adding Dear Sir/Madam at the start isn’t going to fly in today’s world. Even if your email gets through, it’s unlikely the recipient will open it. 

That’s why you need personalization. Linking your email marketing tools to your customer relationship management system means you can offer easy personalization, like addressing your customers by name, or even offering personalized recommendations based on their order history. 

Avoid image-only emails 

Image-only emails are tempting for an email marketer. They’re striking, they look good, and you can fine-tune what they look like in Photoshop or another image editor. 

They can also be a red flag for SEGs.

Thankfully, the solution is simple: enrich your emails. The best part about this approach is that it also improves the accessibility. Improving email accessibility will help ensure that all your customers can engage with your emails on their terms. Those emails will also load faster, look great on all devices, and be more engaging. 

Align your emails with the landing pages 

SEGs look out for suspicious links. A link might be suspicious if there’s a misspelling or if the link doesn’t sound like the content in the email. So, how do you ensure that SEGs don’t see any of your links as suspicious? 

You make them predictable. 

An easy way to do this is to create a landing page from an email. On top of aligning the landing page with the content of the newsletter, you’ll want to: 

  • Make a custom URL for every link that matches the content of the page 
  • Ensure there’s no misspelling
  • Don’t use urgent language around your link

Use 2FA to boost security

Do you need 2FA to get past SEGs? No, but it’s a great way to help protect you and your customers. 

You can protect sensitive data by adding user identity verification. For example, a customer may get an order confirmation email but wants to cancel or change the delivery details. Including a two-factor authentication step ensures only the customer can request changes. 

Building in extra security features puts your customers at ease. It also protects your endpoints and, in turn, your business. So, no, you don’t need 2FA to get past SEGs, but it’s worth looking into for you and your customers’ protection. 

Avoid urgency 

Urgency can be a flag for SEGs. So: 

  • DON’T WRITE IN ALL CAPS
  • Minimize the use of exclamation points

Think of the copy in your newsletter as a chance to win over your audience, not scare them into clicking the link. Doing this will improve your relationship with your customers since they’ve come to you on their terms. It’s also essential to get emails past the SEG.

Key takeaways 

Secure email gateways are a primary defense against spam and phishing attacks, but they can pose a problem for email marketers. By working to understand the security risks associated with email scams, you can then understand what your email needs to make it into inboxes. 

From there, you’ll want to make your emails more personable, accessible, and secure. Once you’ve found that sweet spot, your newsletters will be more likely to get past the secure email gateway and into your audience’s inboxes. 

Getting Started with Beefree: A Guide to Streamlined Email and Landing Page Creation

Whether you're designing a newsletter, promoting an event, or driving a marketing campaign, ensuring that your emails and landing pages are visually appealing, engaging, and efficient to produce is no small task. That’s where Beefree comes in.
Beefree team
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Creating professional emails and landing pages can be challenging for businesses of all sizes. Whether you're designing a newsletter, promoting an event, or driving a marketing campaign, ensuring that your emails and landing pages are visually appealing, engaging, and efficient to produce is no small task. That’s where Beefree comes in.

Beefree is a robust tool for designing emails and landing pages with ease, offering templates, automation features, and seamless integrations. Regardless of your industry or goal, Beefree empowers you to craft high-quality communication and marketing materials quickly and effectively. By providing an intuitive and user-friendly experience, it helps businesses transform their creative ideas into polished campaigns without requiring extensive technical expertise.

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Why use Beefree for professional email campaigns?

Before we jump into the nitty-gritty of using Beefree, let's quickly go over why this tool is worth your time. There are a lot of email marketing tools out there, but Beefree stands out from the crowd for a reason. Let’s break down the unique benefits that make it an invaluable asset for anyone serious about email marketing:

Design made easy:

According to HubSpot, well-designed emails can drive open rates as high as 30%. Maybe you’re following up with leads from a recent webinar or you want to reach potential clients after a product launch. But you're finding yourself stuck because crafting professional emails and landing pages that capture attention is no easy feat.

With Beefree’s intuitive design tools and a library of over 1,700 templates tailored for various industries and purposes, you can achieve professional results without the guesswork. The wide variety of pre-designed options ensures that you can find a solution that aligns perfectly consistent with your brand.

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Time-saving features:

Speed is key, especially if you’re running time-sensitive campaigns. Beefree simplifies the design process with reusable content blocks, real-time collaboration tools, and the ability to transform emails into landing pages with a single click. These features enable you to produce high-quality materials in less time, allowing you to focus on strategy and content rather than struggling with technicalities.

According to a Beefree report, 82% of users report faster email creation. The ability to save and sync reusable content blocks means you can replicate what’s working without reinventing the wheel each time. Once you find a winning format, you can use it again and again with minor tweaks to fit the audience or campaign.

Maybe you’re following up with leads from a recent webinar or you want to reach potential clients after a product launch. With Beefree’s templates, you can get those messages out quickly and make sure your brand stays top-of-mind for your audience.
Using email cadence software like QuickMail ensures that outreach campaigns maintain a structured and effective flow, preventing overwhelming inboxes while keeping engagement high.

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Increased engagement:

A significant 64% of Beefree users report an 11% or more increase in click-through rates after using the platform. By enhancing the visual appeal and personalization of your emails, Beefree helps you achieve better engagement with your audience. The ability to test and iterate your designs ensures continuous improvement in performance.

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Getting started with Beefree templates

Alright, now that you know why Beefree is so powerful, let’s talk about how you can get started with their massive library of templates. This section will walk you through choosing and customizing a template that works for you.

1. Choose your template

The first thing you want to do is pick a template. Beefree’s catalog has templates for just about every sector—whether you're in retail, healthcare, SaaS, you name it. With a variety of options, you can find something that suits your goals perfectly, whether for a simple newsletter or detailed marketing report templates. Say you're promoting a webinar—just pick a template that’s built to highlight your CTAs, and you're off to the races.

The best part? You’re not starting from scratch. You save hours by picking a pre-designed template, and then it’s just a matter of customizing it to fit your brand. Beefree's templates are super flexible—add or remove elements, change colors, switch up the fonts, rearrange layouts—make each email uniquely yours without the hassle. This flexibility is especially beneficial for maintaining a low code architecture in website design.

2. Personalize

Consistency is key to building trust, and when your emails have a cohesive look, it helps recipients recognize your brand. It is also important to follow a brand style guide for your email campaigns so that the audiences can associate elements like your logo, colors, and fonts easily with your brand.

When using a template, customization is key to making your emails and landing pages feel unique and relevant. With Beefree’s drag-and-drop editor, you can easily tweak templates to align with your branding. Adjust colors, fonts, and layouts, or add personalized content such as recipient names and company details. The flexibility ensures that your final output is as distinctive as your brand’s voice.

Plus, with so many people opening emails or landing pages on mobile devices, Beefree’s mobile design builder guarantees that they look great no matter what device they’re on. When your emails look good, people trust your brand more, and that makes them more likely to click through and take action.

Personalization isn’t just a nice touch; it’s essential for engagement. According to Campaign Monitor, personalized subject lines can increase open rates by 26%. By tailoring your designs to speak directly to your audience, you can create a more impactful experience. Furthermore, the platform’s collaborative features allow team members to provide input and make edits in real-time, enhancing efficiency and creativity.

1. Export

So, you’ve picked and customized your template—now it’s time to send those emails.

One of the coolest things about Beefree is that it plays nice with just about every major email platform out there—Mailchimp, HubSpot, Outlook, Quickmail—you name it. This means you can create a killer email in Beefree, connect it to your favorite email platform, and schedule it all from one place. For more advanced needs, many businesses choose a CRM with email integration, to seamlessly combine customer management and automated outreach.

Start designing for free

Beefree simplifies the process of creating visually appealing, professional emails and landing pages, saving you time and boosting engagement. Whether you’re looking to streamline your workflow or enhance your marketing efforts, Beefree offers the tools and flexibility to meet your needs.

The best part? You’ll save time and see increased engagement, connecting with your audience in a meaningful way. In a world where everyone’s fighting for inbox space, Beefree helps you stay ahead of the game by simplifying the process while delivering professional results. So, why wait? Dive into Beefree today and see how it can transform your email campaigns.

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