Beefree blog

SaaS Welcome Emails: 7 Examples and Best Practices

Emily Santos
Emily Santos
Jul 6, 2023
SaaS Welcome Emails: 7 Examples and Best Practices
SaaS Welcome Emails: 7 Examples and Best Practices

A SaaS welcome email is like the opening act of a grand opera; it sets the tone, introduces the main characters, and creates an air of anticipation.In other words, it’s the very first point of interaction between your business and a new customer or prospect. Hence, its impact on customer engagement, retention rates, and the overall trajectory of the customer relationship can be significant.Research indicates that welcome emails generate 320% more revenue per email than other promotional emails. So, we're not merely discussing an introductory email here; we're exploring a crucial aspect of your customer engagement strategy.Simply put, welcome emails matter because they are an opportunity to make a strong first impression, onboard new users effectively, and start building long-term customer relationships.

The Essential Elements of Welcome Emails in SaaS

Creating a unique, engaging, and effective SaaS welcome email requires a careful blend of several key elements. Understanding these elements can empower businesses to formulate emails that resonate with their customers, therefore improving engagement and customer retention.Let’s review them.

Eye-catching subject line

The subject line is the precursor to the email body. It is the first aspect of the email that recipients see and plays a pivotal role in determining whether the email is opened—so an effective subject line needs to grab the recipient's attention immediately. A great subject line incorporates personalization or highlights an enticing offer to increase open rates.

Personalization and Tone

The tone of your welcome emails plays a significant role in determining how recipients perceive your brand.Personalized emails create a more intimate interaction, leading to increased customer engagement. This can range from simple techniques like using the recipient's name throughout the text or more advanced methods such as targeted content based on customer behavior.A friendly tone that aligns with the brand's image also makes emails more relatable and helps build trust, increasing the chances of long-term email engagement.

Relevant and Clear Call-To-Action (CTA)

The call-to-action (CTA) in your email is your guiding light for customer engagement; it directs your customers toward the desired outcome of the email.A relevant and clear CTA is one that aligns with both the content of the email and the overall objectives of your brand, with a direct, concise message that tells the recipient exactly what to do next.For instance, if the purpose of your email is to encourage a new user to begin using a feature of your SaaS product, your CTA could be "Start Using Now!" This CTA is relevant because it directly ties into the content of the email, and it's clear because it tells the user exactly what to do without overcomplicating anything.The CTA should be prominently placed within your email design, ensuring it catches the recipient's eye. A great way to do this is by using contrasting colors to make the CTA stand out. Above all, always ensure that your CTA text is compelling and clear.

Concise Messaging

The age-old adage, "less is more," indeed holds for email communication. The body of your welcome email should be concise, delivering only the most pertinent information to your reader.First, introduce your SaaS product and its primary value proposition to the user. Second, if there are important features that the user should know about to get started, highlight these briefly.Consider what your recipient needs to know to achieve the desired action and convey that information in as few words as possible. Does your user need to understand a specific feature of your software? Or perhaps they need to be reassured about your data security measures? For example, if your product is a project management tool, explain how it helps in task organization or team collaboration.Third, reassure your users about important aspects such as data security or customer support, if applicable.By condensing this information into crisp, clear sentences, you not only improve the readability of your email but also guide your recipients toward the desired action effectively. This approach ensures you deliver value while respecting your users' time.

Branding and Design

Consistent branding in your welcome email is essential for building brand recognition. Leveraging your brand elements, such as logos, colors, and fonts, can create a familiar and consistent experience for the customer.More importantly, a well-designed, aesthetically pleasing email reinforces your brand image, building customer credibility and trust.

Mobile Optimization

As more and more people adopt mobile devices, adapting your welcome emails for mobile platforms is a necessity. Ensuring that your email design is flexible, with accurate displays across a range of screen sizes, will make your communication accessible and user-friendly—regardless of the device being used.Read: Email Design for Mobile: Best Practices to Take Your Email Marketing Up A Level.

Successful Examples of SaaS Welcome Emails

Now that we've covered the importance and essential elements of SaaS welcome emails let's delve into real-world examples and templates provided by BeeFree. These examples demonstrate how top SaaS businesses utilize welcome emails effectively to drive customer engagement.

Asana Emphasizes Benefits

Asana’s welcome email is a testament to their understanding of users’ needs. The line, "What do you need to get done today?" instantaneously highlights the product’s value proposition.Within the email, they briefly outline the core features and advantages of using Asana, such as task management and project tracking, maintaining brevity while still demonstrating clearly their benefits.The prominent 'Add Your Task' CTA prompts users to take the next step and use the application. And the overall tone of the email feels friendly, helpful, and hopeful of their organizational day ahead with Asana.

Asana Saas welcome email example

Dropbox Displays the Power of Simplicity

Dropbox employs the power of simplicity to its advantage. Their welcome email stands out because of its minimalist design and straight-to-the-point content.The email immediately offers a 'Get Started' CTA button, directing users toward their first interaction with the product.Additionally, they provide a brief rundown on using Dropbox and provide the reader with clear next steps of what’s coming in the next few emails. The direct, uncomplicated approach reduces friction and eases the onboarding process for users.

Dropbox saas email template

Slack Leverages Personalization

Slack's welcome email use of simple yet effective email personalization. The email begins with a friendly greeting, addressing the workspace name created by the user. It then proceeds to provide a personalized URL for the user's workspace, which not only offers convenience to the user but also plants the seed of a unique, tailored experience—encouraging them to engage further with Slack.

Slack welcome saas email

Zoom's Guided Assistance

Zoom’s welcome email provides new users with a comprehensive starting guide. The email is thoughtfully structured, presenting users with various resources such as training webinars, video tutorials, demo invitations, and support links. This approach not only eases the onboarding process but also emphasizes Zoom's commitment to user success. By offering these resources right in the welcome email, Zoom ensures users can smoothly transition into using their platform.

zoom saas welcome email template

MailChimp Builds Connection

MailChimp’s welcome email establishes a warm, friendly connection with users from the start. The email begins with a personalized greeting, followed by a brief introduction to their services. They discuss the ease of creating campaigns with MailChimp and guide users to create their first campaign through several CTAs. This approach is effective in making new users feel valued and excited about their journey with MailChimp.

Mailchimp saas email

HubSpot Offers Resources

HubSpot keeps content itself to a bare minimum but speaks loudly with the few lines it does include in its welcome email. Brief lines like “Close deals faster” and “250,000+ other sales teams skyrocketing revenue” summarize the product’s key points while still encouraging action. This approach conveys HubSpot's desire for users to succeed and get the most out of their services, which can increase user engagement and long-term retention.

HubSpot saas email template

Trello Embraces Visuals

Trello's welcome email stands out with its visually appealing layout and vibrant colors. It delivers a concise yet informative message, guiding users on how to get started with their first board and introducing key features. Through its visually engaging design, Trello effectively conveys its brand persona of simplicity and creativity, setting the stage for a positive user experience that encourages exploration and productivity.

Trello email saas welcome template

Start Creating Your Eye-catching SaaS Welcome Email with a Template

Creating an effective welcome message from scratch can seem daunting. Thankfully, using a premade email template can help make the process smoother and quicker. Templates help with the heavy lifting of having to identify what to write and where. A great email template should be easy to edit. be engaging, and offer guidance on the content.

Beefree’s SaaS Welcome Email Template

BeeFree's own SaaS welcome email template serves as a prime example of an engaging and well-designed welcome email. It features a simple yet eye-catching visual design, a space to insert personalization, and a brief section to list off features—all elements a SaaS business needs to provide a seamless onboarding experience. The best part? All of Beefree's templates are mobile-optimized to save you time and effort.

Get the Most Out of Your SaaS Welcome Email

The welcome email plays a pivotal role in setting the tone for your customer relationship and should be treated as an opportunity to establish your brand’s voice and personality. As simple as it might seem, that means it’s one of the most important pieces of content you can produce for your SaaSSo, be sure to remember these key elements when writing a winning email: Make sure it is eye-catching, personalized, concise, and mobile-friendly. Use these tips, get inspired by the examples, and make the most out of your welcome emails to foster successful customer relationships.Ready to get started? Check out Beefree’s library of email templates for more inspiration or dive deeper into welcome email design examples.

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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
Beefree team
26 Feb
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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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