Beefree blog

How to Create Engaging SaaS Onboarding Emails

Emily Santos
Emily Santos
Aug 3, 2023
How to Create Engaging SaaS Onboarding Emails
How to Create Engaging SaaS Onboarding Emails

The success of a Software as a Service (SaaS) company hinges significantly on the strength of its onboarding process. Research indicates that effective onboarding can lead to an 80% increase in customer retention. Emails play a pivotal role in this.Here we delve into the realm of SaaS onboarding emails, from understanding their importance to reviewing best practices and overcoming common challenges, all enriched with real-world examples.

What are SaaS Onboarding emails?

The SaaS onboarding process guides new users to understand and use a SaaS application effectively after signing up.SaaS onboarding emails are a series of emails sent to new users after they sign up for a software service. These emails are typically sent out in various phases, all aimed at helping the user get maximum value from the product as quickly as possible. These phases include, but are not limited to:

  • Account setup
  • Product tours
  • Instructions for basic tasks
  • Follow-up communication, including a survey

Why are SaaS Onboarding Emails So Important?

Effective onboarding emails are critical for SaaS businesses because they foster user engagement and improve overall user experience. They aim to guide users through the early stages of product use by helping them understand its core features, benefits, and value in return. This leads to better engagement and higher retention.SaaS onboarding emails solve the common challenges business face during the onboarding process, such as user drop-off and user confusion over product features.When users understand the product's value and how to use it effectively, they're more likely to become long-term, paying customers. They’re also more likely to have a positive perception of the service and brand, increasing the likelihood of them encouraging peers to use and purchase the service.

Effective SaaS Onboarding Email Best Practices

Following certain best practices can help optimize your onboarding emails, improving customer engagement and retention. Let's explore five of these key practices for the best SaaS onboarding emails:

Personalization

Personalizing onboarding emails can lead to a 26% increase in open rates. Tailoring onboarding communications to individual users based on their profile, behavior, and preferences ensures they receive relevant content, fostering a sense of connection and improving their product experience.

Timing and Automation Tools

Automating onboarding emails allows you to send timely, trigger-based messages, enhancing user engagement.Automation tools can simplify this process, ensuring consistent communication without additional manual effort.

A/B Testing and Experimentation

A/B testing enables you to continually improve your onboarding emails by testing different versions and analyzing which performs better.This ongoing experimentation allows you to refine your strategy based on user response, leading to increased engagement and a more streamlined marketing strategy that is cost-saving in the long term.

User Feedback and Survey Integration

Including user feedback and surveys in your onboarding emails can provide invaluable insights into user experiences, preferences, and challenges.They don’t have to be long (in fact, it’s advisable to keep them short and sharp so customers don’t lose interest), but asking key questions such as overall satisfaction with the sign-up process, what they intend to use the product for etc., can guide product improvements and enhance your onboarding strategy.

Continual Optimization

Onboarding emails should be regularly reviewed and optimized based on performance metrics, user feedback, and evolving business goals. You should set a cadence in which you will review and optimize your onboarding emails.This continuous improvement approach can ensure that your onboarding emails remain relevant over time and maintain their effectiveness for your target audience and business.

Overcoming Common Challenges in SaaS Onboarding Emails

While creating effective onboarding emails, SaaS companies often face several challenges.

Email Bounce and Unsubscribe Rates: 

High bounce and unsubscribe rates can limit the reach of your onboarding emails.To combat this, ensure that your emails offer value, are personalized, and respect the recipient's inbox by not over-communicating. Try and avoid emails that are heavy in content or have unoptimized images.

Onboarding Drop-offs: 

Users may abandon the onboarding process if they find it confusing or overwhelming. A sequence of well-crafted onboarding emails can guide users step-by-step through the process, reducing drop-offs. The simpler the emails, the better.PRO tip: Collaborate with someone outside of your team who doesn't know the process and ask them to give you feedback!

Complex Product Features in Onboarding Emails: 

Overly complex onboarding emails can confuse users.Ensure that your emails only focus on key product features, using clear, concise language and laymen’s terms (rather than highly technical language)Use supporting visuals to enhance understanding. And avoid the use of many clashing colors, multiple font types and sizes, and dead links.

Successful SaaS Onboarding Email Examples

Depending on where a user is on their onboarding journey, they require different types of emails to guide them.Understanding these main types of onboarding emails and their role in the user's journey can help you craft effective messages. Here are some different types of SaaS onboarding email examples:

Example 1: Welcome Email (from Trello)

The SaaS welcome email is the start of your relationship with the user, so it is absolutely critical to get it right.This welcome email from Trello is a prime example of engaging the user right from the start. The email is straightforward, sets a friendly tone, and utilizes a mascot for a more light-hearted energy.It also provides a link to a guide for the customer, making it easy for users to start using the service and thus increasing the likelihood of continued use.

trello welcome email

Headspace Getting Started Email 

Once a user signs up, they need guidance on how to get started.Headspace’s Getting Started email serves this purpose very well. It breaks down the process of using their app into simple, digestible steps, making it easy for new users to understand how to use the app and what to expect without getting overwhelmed.It also splits the content into the basics and beyond the basics, so the customer can decide where they are in their journey with the product.

headspace saas onboarding email

Dropbox Product Feature Email 

Dropbox's feature-focused onboarding email is a brilliant example of how to highlight the new and/or unique features of your product.The email focuses on the file-collaboration feature of Dropbox, explaining how it can benefit the user and demonstrating how to use it by encouraging the reader to ‘learn more’. This helps to educate the user about the product and its advantages whilst not overloading them with information in the body of the email.

saas onboarding email example

Duolingo Engagement Email

Duolingo’s engagement email is designed to reignite user interest when it begins to fade.The email uses deliberately emotive language alongside a cute cartoon character to give users a sense of guilt for not practicing their language. They also offer a free 5-minute lesson, providing motivation to return to the app and continue their learning journey. It is impactful, to the point, and effective.

Duolingo Engagement Email

Airbnb Feedback Request Email 

Airbnb’s feedback request email is a great example of how to ask users for their thoughts on your product.The email is concise, polite, and makes it easy for the user to provide feedback. It emphasizes how quickly the survey will be completed and also lets users know that their opinions are valuable and will be used to improve the service, making them feel appreciated and more likely to respond.

Airbnb feedback request email

Start Creating the Best SaaS Onboarding Emails

The value of onboarding emails in SaaS cannot be overstated. They're instrumental in engaging users, demonstrating product value, and, ultimately, retaining customers.By applying best practices and learning from real-world examples, you can craft effective onboarding emails that drive success for your SaaS business.Ready to kickstart your onboarding strategy? Try out this Beefree's SaaS Saas onboarding email templates!

Related posts

How Beefree is Helping Email Makers Scale Their Production

2024 was a banner year for email markers everywhere. From sleek newsletters to interactive promos, you flexed your creative muscle to new heights and did it with a level of speed and efficiency that made crafting award-worthy emails look easy. Let’s dive into the numbers, trends, and stories that made this year unforgettable for email makers like you. 
Beefree team
Jan 6, 2025

Design Award-Winning Emails with Beefree

A few weeks back, we kicked off the first-ever 2024 Really Good Email Awards (cue the confetti). Today, we’re taking it one step further and sharing how you can build award-winning emails in Beefree.
Emily Santos
Dec 26, 2024

Simplifying Email Creation for Universities with Beefree

In a recent conversation with Rice University’s Owl Business Analyst, Sonja Fulbright, we revealed all the challenges that led the university to lean on Beefree—not only to bring their decentralized teams together in one platform but also to increase the speed and quality of the university’s emails. 
Stephanie Benoit
Jan 2, 2025

How Beefree is Helping Email Makers Scale Their Production

2024 was a banner year for email markers everywhere. From sleek newsletters to interactive promos, you flexed your creative muscle to new heights and did it with a level of speed and efficiency that made crafting award-worthy emails look easy. Let’s dive into the numbers, trends, and stories that made this year unforgettable for email makers like you. 
Beefree team
Beefree team
6 Jan
2025

2024 was a banner year for email markers everywhere. From sleek newsletters to interactive promos, you flexed your creative muscle to new heights and did it with a level of speed and efficiency that made crafting award-worthy emails look easy. 

At Beefree, we’ve had a front-row seat to all the incredible ways you scaled your email production. With templates that sped up creation and workflows that brought your team closer, you’ve redefined what it means to create emails that inspire and deliver.

Let’s dive into the numbers, trends, and stories that made this year unforgettable for email makers like you. 

Total number of emails created: 1,648,180

That’s right—over 1.6 million emails were crafted using Beefree this year, each one a testament to your creativity and efficiency. Everyone from small startups to large enterprises, and teams across the globe harnessed the power of Beefree.

The templates that powered your success

Out of the 1.6 million emails created this year, 178,199 started with a little help from our template catalog.

Our most loved categories included:

  • Templates for Gmail & Mailchimp: Whether you were crafting a campaign or a one-off blast, these platform agnostic templates made it easy to integrate design and delivery effortlessly.
  • Password-reset emails: You proved that even the most utilitarian messages deserve to be noticed.
  • Notification email templates: From order confirmations to system alerts, these templates kept your communications clear, concise, and on-brand.

These favorites highlight a vital truth: even the simplest communications can leave a lasting impression. Templates have become your secret weapon, allowing you to hit the ground running, save time, and focus on the creative flair that makes your emails stand out.

(source)

Total time saved per week: 2 hours

Time is money, and in 2024, Beefree users saved big. On average, 59% of users shaved off at least 2 hours per week on email creation, giving them more time to focus on strategy, creativity, and all the other things that make their emails shine. But that’s just the tip of the iceberg.

An impressive 81% of users reported being able to design emails at least 3x faster since implementing Beefree. What used to take hours now takes mere minutes with pre-designed templates and built-in collaboration tools. 

(source)

More time saved = more time to design

By cutting down on the nitty-gritty of email production, like formatting, coding, and repetitive edits, Beefree gave you the freedom to focus on what truly matters: design. 

With more time on your hands, you experimented with bold new layouts, fine-tuned your visual storytelling, and perfected those interactive elements that kept your audience engaged.

(source)

84% of Beefree users saw an increase in design quality after implementing our tool and 84% have increased on-brand email creation by 50% or more. 

Think about it: The less time on production meant more time to think creatively and innovate.

New height reached 

With more time on your hands and even more accessible design solutions, 2024 became the year you pushed boundaries and achieved more than ever before. And as your email production scaled, so did your ambitions. 

This surge in productivity and creativity signaled that you were ready for the next step—a plan that could grow alongside you and offer even more tailored support for your evolving needs. Recognizing this, we launched our Business Plan in May, designed specifically to meet you where you’re at. 

This plan was crafted to offer the advanced features and scalability that busy teams need, like enhanced collaboration tools and more customization options. 

Is the Beefree HTML Email Builder Right for You? >

After upgrading to a paid plan, 41% of Beefree users saw an ROI in just under a month! 58% report that Beefree has been a KEY part of scaling their email programs. 

(source)

Beautiful design matters 

A well-crafted email design does more than look good; it communicates your brand’s personality, values, and message in a way that’s instantly recognizable and engaging. It draws the reader in, guides their eyes through the content seamlessly, and encourages action, whether it’s clicking through to a website, signing up for an event, or making a purchase.

In 2024, you embraced the power of beautiful design like never before, and you were rewarded for it. Beefree users increased their CTR by an average of 25%.

The marketing ROI on the one email alone was immeasurable. Open rates increased by over 20%, engagement rates by 31%, and best of all, the subscribers fell under a healthy .1%. All are driven by the creative firepower of Beefree. 

Aimee Meester
, Founder and CEO, Madison Taylor Marketing 
Read the case study

In a digital landscape where first impressions are everything, beautiful design isn’t just nice to have—it’s a necessity. And with Beefree, creating visually appealing emails has never been easier, empowering you to continue delivering designs that captivate and convert.

We can’t wait to see what you create next.

Design Award-Winning Emails with Beefree

A few weeks back, we kicked off the first-ever 2024 Really Good Email Awards (cue the confetti). Today, we’re taking it one step further and sharing how you can build award-winning emails in Beefree.
Emily Santos
Emily Santos
26 Dec
2024

A few weeks back, we kicked off the first-ever 2024 Really Good Email Awards (cue the confetti). The “award show” was paired with downloadable resources sharing the ins and outs of what made these emails winners. Today, we’re taking it one step further and sharing how you can build award-winning emails in Beefree.  

But first, what is an award-winning email? 

Winning emails like Miro’s welcome series and the AllTrails x Calm collab didn’t just meet expectations—they redefined them. Besides being the most loved by the RGE community, the winning emails beautifully balanced creativity, trends, and best practices. They gave us insight into the future of email design and how to break the rules intentionally. 

While each email was different in its own unique way, we noticed a consistent pattern in them all: On-brand, but never boring. Let’s take the emails by Sundays as a really good example of staying on brand. Everything from their Black Friday emails to their order confirmation emails follows the same brand guidelines, ensuring a cohesive experience at every touchpoint. 

Resource from our Award Ceremony

This realization was validating! As marketers, we know how important presenting a cohesive experience is for brand recognition, awareness, and loyalty. But as passionate designers, we're always looking at the next cool design trend. This pattern of "on-brand, yet never boring" pushes us to explore new and creative ways to showcase our branding and spread our message.

Designing on-brand, never-boring emails with Beefree

Beefree makes balancing creativity with your brand guidelines seamless. Its combination of brand management, productivity solutions, and a no-code drag-and-drop editor enables everyone to create beautiful designs that inspire people to action and drive results. 

uevi.co/4075ZNTX

Step 1: Set your brand guidelines

Your brand, your rules. Lock in colors, fonts, and logos so your emails look like you —even if Greg from accounting gets a little too creative with the copy. 

There are several ways to set your brand guidelines in Beefree, but our favorite is to use our “Get Brand Styles” feature, which can be accessed in your workspace’s style settings.


Once you’re in your settings, click on “Get brand styles” and input your website’s URL. From there, Beefree will retrieve your brand’s colors, fonts, and social links. You can learn more about this feature here

Once you import your brand’s essentials, you can continue to add brand elements. You can get as granular as you’d like. From a predefined width for emails and pages, to the appearance of your CTAs. 

With our Advanced Style Kit, you can even set predefined background colors, set the appearance of lists, and tables. 

Once you add your style settings, every email your team creates with Beefree will have the same brand colors, icons, links, fonts, and whatever else you decide to assign. Now, let’s say you want to take things one step further. 

Step 2: Create re-usable content blocks 

Beverage brand and winner of our Endless Cheer Award, “Athletic Brewing,” is a great example that following a template doesn’t have to be restrictive. 

All of their holiday templates follow a similar layout: A hero section with a standout image, a large title, body text, and a CTA followed by a similar content block below. 

Resource from our Award Ceremony


Beefree’s Saved and Synced Rows are an easy way to build out templated layouts for your emails. Most users turn frequently used content blocks, such as headers or footers, into Saved Rows so they can easily use them in other designs. You can also save rows as “Synced” when you want to apply any changes made to a row to all of your other email templates. 

You can find all of your Saved and Synced Rows in the builder's Rows tab by selecting “My Saved Rows.”

Templates and re-usable content blocks aren’t just made to help you speed up creation time; they’re about allowing you and your team more time to be creative. The less time you spend worrying about what layout to create, the more time you can spend coming up with clever messaging or taking high-quality product shots. 

uevi.co/1491YKUH

Let’s get to the fun stuff.

Step 3: Bring your visions to life 

In our downloadable resource, we shared the characteristics of each email that made it stand out. We highlighted key elements such as persuasive copy, value-driven content, actionable CTA’s, interesting layouts, and so much more. 

We could spend hours sharing tips and tricks to emulate the award-winning characteristics of an email, but for now, we’ll share some of Beefree’s features that can help take your emails from “meh” to “Why didn’t I think of that?” 

Display conditions

Why settle for one-size-fits-all when you can design emails that feel like a direct DM to each recipient? Beefree’s Display Conditions feature allows you to pick a condition (or write one from scratch if you are technically savvy), apply it to a row, and thus show different content based on the recipient. 

We can see a great example of how Display Conditions could be used in Rael’s award-winning email below: 

Really Good Email Awards Deck

The “Hook, Line, and Sinker” Awards goes to Rael for its charming abandoned cart email that feels like a warm reminder rather than a hard sell.  Instead of just pushing one product, the thoughtfully curated product suggestions make it easy to explore complementary items. 

uevi.co/7663GXCO

Interactivity

Throughout all winning emails, we saw brands bring their message to life with movement. Whether they used videos, gifs, icons, or crafted visually interesting layouts – making their emails interactive was crucial in getting our attention. 

Resource from our Award Ceremony

With Beefree, you can turn your designs into playgrounds. Easily add videos, GIFs, countdown timers, surveys, hover effects, and more. To see what’s possible, we recommend browsing through our template catalog! 

Mobile design mode 

Part of crafting a truly on-brand experience is ensuring that your brand looks good anywhere. Beefree takes responsiveness and dynamic design to the next level by allowing you to create custom mobile experiences. With Mode Design Mode you can re-arrange, re-size, and remove elements for smaller screens. 

uevi.co/2498UJQM 

Step 4: Let AI take care of the little things 

Creating award-winning emails takes vision, creativity, and time. But let’s be honest—sometimes, the little tasks, like tweaking ALT text or sourcing the perfect image, can slow you down.

With Beefree’s AI-powered solutions, you can let your eager intern handle the busy work while you focus on making your emails unforgettable.

AI Image Generator

Struggling to find the perfect image? Beefree’s AI Image Generator lets you create custom visuals that enhance your email’s message. Just add an image block to your email and in the Content Properties panel on the right, click “Create with AI,” then fill out the details. For additional prompt suggestions visit this support page

Alt Text Generator

For us, alt text isn’t just a best practice—it’s essential for creating accessible emails. But crafting the perfect descriptions for every image can feel like a chore.

 Beefree’s AI ALT Text Generator takes care of it for you, automatically generating accurate and descriptive ALT text for your images, gifs, icons, and stickers. 

AI Copy Assistant 

When Greg from accounting gets a bit of writer’s block or when you need a little help writing a catchy CTA, AI is here to help generate bold and fresh ideas. 

Ready to start designing? 

A really good email involves a balance of best practices and bold moves. The winning emails didn’t just make an impact; they set the standard for what’s possible in email marketing. Now, it’s your turn to take the lessons, insights, and inspiration from these campaigns and channel them into your next great idea. Start designing with Beefree for free!

If you’re looking for even more inspiration or tactical takeaways, don’t forget to download the deck or watch the Award ceremony replay! 

Stay informed on all email trends

From the latest creative design strategies that inspire your next campaign to industry best practices and tech advancements, our newsletter is the go-to for all things creation.

By clicking Subscribe you're agreeing with our Privacy Policy