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Welcome Email Examples to Engage Your Subscribers

Beefree team
Beefree team
Sep 19, 2023
Welcome Email Examples to Engage Your Subscribers
Welcome Email Examples to Engage Your Subscribers

First impressions are powerful, and that’s just as true when you’re marketing your brand as it is when you’re getting dressed for a job interview or getting ready for a first date. When you send a welcome email to new subscribers, that email is a first impression and a first step in creating a strong customer relationship, so it’s imperative that you get things off on the right foot. A welcome email campaign can start to build credibility and loyalty, showing benefits long past that initial message.Want to create lasting customer relationships? A strong welcome email should put your branding front and center, let subscribers know they’re valued, and give readers an idea of what they’ll receive as subscribers. To guide your welcome email design, here are a few welcome email examples and tips from our email marketing pros.

What is a welcome email?

A welcome email is simply the email you send to people when they first subscribe to your email list. These emails are usually brief and straightforward but they serve several purposes:

  • Confirming for subscribers that their sign-up was successful
  • Giving a warm welcome to new subscribers
  • Building on subscribers’ excitement about your business by telling them what they can look forward to from your emails so that they stay engaged with your brand

In these ways, your welcome email will set the tone for your future relationship with this new subscriber, so make it count!

15 Examples of great welcome emails 

Where do you start when crafting an effective welcome email that sends the right message and nurtures lasting customer loyalty? While every welcome email will be unique because it should be true to your brand, there are plenty of ideas and techniques you can use. We’ve curated 15 stellar examples of welcome emails to inspire your design process.

1. Sprouts

Type of welcome email: Brand introduction

One approach you can take to your welcome email is to use it to introduce the subscriber to your business. Give them an overview of who you are, why you’re a fantastic partner for them to have, and why they’ll love being a subscriber and customer. Check out how the grocery chain Sprouts tells new subscribers what makes them special in their welcome email.Subject line: Hey Hailey, welcome to Sprouts!This welcome email from Sprouts makes it as easy as possible for you to go shopping. The message gives you a peek inside the store complete with photos and an explanation of symbols used on their signage. For customers who have never shopped at Sprouts before, this welcome email example makes it simple to get started.Why it works:

  • Introduces the brand’s shopping experience and what it has to offer
  • Invites readers to engage further with text alerts
  • Tells subscribers what to expect from future emails
  • Makes the branding prominent by featuring the brand colors
welcome email design example

2. Le Prunier

Type of welcome email: Discount code

A discount code is a great component to add to your welcome email design. They give subscribers an incentive to shop while also making them feel appreciated as subscribers. Welcome emails with offers can boost revenue by 30% per email compared to welcome emails without offers. Try sending a simple 10% off discount code, like Le Prunier does here.

Subject line: Welcome to Le Prunier!Le Prunier uses the 10% discount to thank the reader for subscribing and to prompt them to shop the site, but its welcome email goes beyond this too. It puts its welcome message front and center so subscribers feel like they’ve been warmly embraced and it gives a brief elevator pitch too, introducing subscribers to the brand’s core product.Why it works:

  • Features a simple design that’s easy to understand and doesn’t overload the reader with information
  • Gives the subscriber the high points of the core product and its benefits
  • Offers enough of a discount to encourage subscribers to shop
welcome email example

3. KIND Snacks

Type of welcome email: Product features

We’ve already talked about using welcome emails to introduce a subscriber to your business, but you can also take a more detailed approach by offering an overview of your core products. This serves the purpose of not only introducing the subscriber to what you have to offer but also attracting their attention and enticing them to click through and shop. KIND Snacks does this by showing off some of its most mouthwatering snack bars.Subject line: Welcome to the KIND familyThis welcome email example provides a nice overview of KIND’s products. In a simple single-column layout, KIND lists four of its most popular products, providing a photo, simple description and CTA button for each. At the end of the email, readers also have the option to “Shop All Snacks” via a separate CTA button that leads to the entire store.Why it works:

  • Uses clever puns and relatable messaging to build familiarity with subscribers
  • Features high-quality images that are appetizing and appealing
  • Offers a discount to give subscribers more of a reason to click on their appetizing featured products
welcome email to customer

4. Yard House

Type of welcome email: Free gift

Customers can unsubscribe from your mailing list just as quickly as they subscribed, so it’s important to keep them engaged from the start. One way to do this is to reassure them that they have made the right choice by welcoming them with a free gift. Check out how restaurant chain Yard House has used this technique to generate enthusiasm from their subscribers immediately.Subject line: You’re officially a House Insider!After giving subscribers a warm welcome, Yard House lays out the perks for subscribers,like inside peaks at new menu items and an updated list of the latest beers on tap, but the main draw is a free appetizer for their next visit.It’s also important to note that Yard House sends this welcome email as soon as somebody signs up for the company’s newsletter. It’s best not to wait too long to send a welcome email to a customer. When they opt in to your emails, your brand is on their mind — they’re expecting to receive a message. So your welcome email is more likely to be opened and read if you send it right away.Why it works:

  • Features an appealing and on-brand design
  • Clearly articulates why the subscriber should be glad they signed up and should continue to subscribe
  • Encourages subscribers to visit the restaurant with the special offer of a free appetizer
welcome email design

5. Sephora

Type of welcome email: GIF

Many of your subscribers get dozens or even hundreds of emails every day. You want your welcome email to stand out so it delivers the message that you have carefully crafted. One clever and fun way to do this is with an eye-catching GIF. The movement of the GIF grabs readers’ attention and draws them in so they’re more engaged in the introduction to your brand.Subject line: Welcome to Sephora! 🎉Sephora uses the cute GIF at the top of the welcome email to snag the subscriber’s attention and then it uses other techniques to welcome the subscriber and tell them what the brand has to offer. It highlights a few of its exclusive products and its free rewards program. And we absolutely love the checklist at the bottom of the message: The “Your Sephora Welcome Series” lets readers see what’s coming to their inboxes next.Why it works:

  • Uses a GIF that’s attractive and engaging but isn’t so complex that it makes the email download slowly
  • Gives subscribers an incentive to take a step further and join the brand’s rewards program
  • Recommends products to encourage readers to shop
best welcome email example
welcome email gif

6. Monday.com

Type of welcome email: Social confirmation

Showcasing that other people are using a product is a great way to encourage new customers to sign up because they think, “if that many people use this, they must be enjoying it!” That’s an excellent strategy for a variety of different marketing projects including your welcome email. Let subscribers know that they’ve now joined a popular club (or could join it by taking the next step and becoming a customer). One brand that does this well in its welcome email is Monday.com.Subject line: Welcome to monday.comIn this welcome email example from Monday.com, the company includes a user statistic, tapping into the bandwagon effect to get more people to jump on board. To add even more reasons to enjoy the brand’s product, it provides a bulleted list of features, shining a light on the benefits of Monday.com’s services and letting you know how the platform works.Why it works:

  • Speaks to users’ desire to find out why the product is so popular
  • Keeps the email short and to the point, serving as a true introduction without overwhelming readers with information
  • Encourages ongoing engagement with a clear call-to-action to take subscribers to their accounts and explore the platform’s features
simple welcome email design

7. Purina

Type of welcome email: Getting to know you

Your welcome email doesn’t just tell subscribers about your brand - it can tell your brand about subscribers too. When you strategically use your welcome email to ask for more information, you can better serve your new customers. You’ll be able to use that information to segment your emails, sending each subscriber relevant, personalized content they want to read.You can create segments based on geographic location, purchase history, or other information about your customer. It’s all a matter of what you’re able to learn about your subscribers, and your welcome email is an excellent place to start. Take a look at Purina’s welcome email and how they use this strategy.Subject line: Bee, welcome to the Purina familyIn this welcome email, Purina asks new customers for more information about their pets. The “tell us about your pet” CTA button takes you to a page where you can check off whether you have a dog or cat and input their name, birthday, and size. All of these questions provide Purina with more opportunities to specifically market to individual customers.Why it works:

  • Uses a clear CTA to direct subscribers toward the customer profile
  • Maintains a simple design so the CTA doesn’t get lost in the clutter of too much information
  • Builds familiarity with the brand by highlighting the brand’s values with the three icons and statements at the bottom
welcome email example

8. Warby Parker

Type of welcome email: Keeping it simple

A welcome email doesn’t have to be overly detailed and complex. In fact, a simple, straightforward design with plenty of white space will allow your subscribers to take in your core message without being distracted by other information. One brand that does an excellent job of using strategic white space is Warby Parker:Header: "You're all signed up"

Warby parker welcome email examples

The brand also grabs their subscribers’ attention with a clever GIF:

warby parker gif

Warby Parker‘s mission is to make shopping for glasses simple, easy, and fun. The company’s welcome email reflects that brand mission with a simple message that’s easy on the eyes—clean and modern-looking with lots of white space—but still exudes a fun energy with the animated graphic right at the top. There is good support for GIFs in email clients (see this Litmus report on the subject), and they are a great way to put some fun in your messages.

Why it works:

  • Uses a simple design to keep the core message from becoming choked by clutter
  • Creates a positive association with the brand through happy and lighthearted messaging
  • Provides a CTA that invites subscribers to start shopping
  • Uses a GIF to engage readers and stand out

9. Rolling Stone

Type of welcome email: Social media engagement

Your welcome email is an introduction to your brand, so it’s an excellent place to let subscribers know where they can learn more about you. When you feature your social media pages in your welcome email and link to them for an easy user experience, you encourage the subscriber to become more invested in your brand and be part of your community. Check out how Rolling Stone does this:Header: "Thank you for signing up for the Rolling Stone Newsletter!"Rolling Stone doesn’t inundate subscribers with content right away. Instead, the magazine’s message is simple: “Thank you.” It confirms for subscribers that the newsletter will be on its way, and in the meantime lets them know where to connect with Rolling Stone on social media.Why it works:

  • Simplistic design keeps the focus on welcoming subscribers and highlighting the brand’s social media pages
  • Social media icons are recognizable but still within the brand’s color scheme, keeping them consistent with the brand’s image
  • Let subscribers know what they can look forward to in the newsletter
rolling stone newsletter welcome email

10. Everlane

Type of welcome email: Strategic imagery

Some new subscribers are learning about your brand for the first time while others might have been familiar with your brand for years before subscribing. In either case, using the right photography or imagery can immediately build more familiarity between the subscriber and your brand. As the saying goes, a picture is worth a thousand words, so featuring one powerful image in your welcome email can set the tone for the way new subscribers see your brand.Everlane knows the power of one fantastic photo and they put this to work in their welcome email.Header: "Hello"Everlane has one of the simplest top navigations we’ve seen, allowing the eye to go straight to the brand’s beautiful black-and-white photography. The photo is right at the top, with barely any overlaid text. Subscribers who want to shop or read more can click through to the website, but for those who can only spend a few seconds, photography sends an immediate message about the style of the brand and what to expect.Why it works:

  • The featured photo takes up most of the email and clearly communicates the chic yet simplistic nature of the brand and its products
  • The introductory offer in the header navigation stands out because of the design’s simplicity
  • Email is straightforward and to the point without trying to push subscribers in too many different directions
Everlane welcome newsletter

11. Lord & Taylor

Type of welcome email: Value proposition

When a customer subscribes to your mailing list, you get a more engaged customer who will see your brand routinely and will be more likely to buy frequently and become a loyal long-term customer. But what does the subscriber get? You can answer that question in your welcome email by listing out the perks and the value the subscriber is getting. This encourages them to not only stay subscribed but to open your emails when they come in. Check out how Lord & Taylor does this:

Lord & Taylor welcomes subscribers with a list of the three things you can expect from their emails: trends, brands, and deals. It’s the value proposition behind their campaigns, the “why” you made a good move by signing up. The message is coupled with great photography, a pop of brilliant yellow, and one takeaway: shop now. There’s no need to scroll on and on; in fact, there’s barely any reading to do. The shortlist says it all quickly and beautifully.

Why it works:

  • Articulates subscriber perks clearly and cleanly
  • Features on-brand styling and imagery
  • Grabs attention with a banner announcing free shipping
Lord & Taylor newsletter

12. Bumble and bumble

Type of welcome email: Exclusivity

Everyone wants to feel special and feel like they’re part of something unique. You can give subscribers that validation in your welcome email by making them feel like they’ve joined an exclusive club. Whether or not your subscriber list or your rewards club actually is exclusive or limited, you can use messaging and imagery that makes subscribers feel like elite insiders. Take Bumble and Bumble’s welcome email for example:

Header: "You Made The List"

The “you made the list” headline immediately makes subscribers feel wanted and included. Bumble and Bumble continue in that vein by showcasing the perks of being part of the club, like exclusive offers and backstage access. Subscribers feel more like a part of the community and more invested as a result.

Why it works:

  • Positions mailing list as elite and desirable so subscribers want to stay on the list
  • Uses imagery from the backstage of a fashion show to enhance the idea that the subscriber is now an insider
  • Guides subscribers toward the next step of shopping or visiting a salon with an online discount code and an easy way to find the nearest salon
Bumble and Bumble exclusive welcome email

13. Moo

Type of welcome email: Inviting entertainment

When a customer subscribes to your mailing list, it’s (hopefully) the start of a more engaged, active relationship with that customer. While many brands aim to encourage that added engagement in their welcome email by incentivizing the subscriber to go shop, you can also do it by enticing the customer to come to your site for entertainment. Intrigue them with the content you have to offer and beckon them to your site for an enjoyable read.

To see this in action, take a look at Moo’s welcome email:

Header: "Thanks for singing up to the MOOsLETTER!"

Moo does a great job of covering a lot of ground without overwhelming readers. They intrigue the reader with the promise of inspiring stories and helpful tips right off the bat. By using a large, easy-to-read font, keeping messages brief, including great images, and allowing for white space and breathability between sections, Moo also squeezes in multiple calls-to-action (go to the website, get 10% off, connect on social) without it feeling like too much.

Why it works:

  • Appeals to subscriber’s desire for entertainment and enjoyment rather than just pushing them to make a purchase
  • Uses a clean and simple design so the CTA and the promise of great content aren’t lost
  • Includes an appealing discount but doesn’t push a purchase as the only goal of the email
moo sign up email

14. Mario Batali

Type of welcome email: Exclusive content

When someone signs up for a mailing list, there’s always still a question in their mind about whether the emails will actually pay off and be the right choice. Even if your mailing list is free, customers have to ask, “Is the content I’ll get worth the burden of having more emails crowding my inbox?” You can show them immediately in your welcome email that they made the right choice by giving them exclusive and exciting new content right away. Chef Mario Batali, for example, does this in a seamless way:Header: "Thanks for signing up for Mario Mail!"Mario Batali doesn’t mess around with his welcome email. Open it up and readers find their first Mario recipe, front and center. By diving into quality content right away, Batali makes an instant connection with readers and provides them with exactly what they are looking for. Plus, the photography is gorgeous, the text is easy to read, and there’s no clutter.Why it works:

  • Presents valuable content without delays or making subscribers jump through hoops
  • Gives subscribers a preview of what they can expect to see in future emails and why they’ll be glad they signed up
  • Uses a navigation bar in the header to subtly invite subscribers to check out other types of content from the brand
Mario Batali email

15. West Elm

Type of welcome email: Urgency

So much of marketing can be described as capitalizing on opportunities when they arise, and your welcome email is an excellent opportunity. The subscriber is already engaged enough to sign up so you know they’re interested in your brand, making this the perfect time to offer a discount to encourage them to shop. But you can take advantage of this opportunity even more by creating a sense of urgency for that discount.A limited-time discount makes customers want to shop and save right away because, if it slips their minds later, they might miss out on the savings altogether. Check out how West Elm uses this strategy in their welcome email:West Elm truly motivates readers to jump over to their site and get shopping: they offer a coupon right at the top and a noticeable alert that the discount is only valid for one week. They also make it easy to take advantage of the deal by including a simple, clickable menu reflecting the offerings of their site (furniture, bedding, etc.). By using gorgeous photography and keeping the email simple and full of links, readers almost can’t help but wander right over to its website.Why it works:

  • The combination of a discount code and a very obvious time limit on that code prompts subscribers to shop now
  • Beautiful and inviting photography is visually appealing and makes subscribers envision how the brand’s products could give their homes a similar look
  • The email design is simple and straightforward, with enough detail to catch subscribers’ eyes but not so much to lose sight of the message and CTA
welcome to west elm email

Welcome Email Examples Key Takeaways and Tips

The examples above are all effective welcome emails but they each use their own strategies and designs to make subscribers feel included, encourage sales and conversions, and nurture long-term subscriber relationships. Any of these designs can inspire your welcome email development, but your design isn’t the only factor in your emails’ success. Use these tips and takeaways to make your welcome emails even more effective:

Put thought into your subject line:

Your subject line should be appealing and eye-catching but it should also make the intention of the email clear. Try customizing subject lines like these:

  • Welcome to ! Here’s a little treat.
  • You’re in! Welcome to the club.
  • Thanks for subscribing! Here’s 10% off to show our appreciation.

Be quick:

You want your welcome email to go out as soon as possible after a customer subscribes - ideally, you should set up automation that triggers the welcome email immediately when a new customer subscribes. This will capitalize on the subscriber’s engagement with and interest in your brand at that moment.

Consider a welcome email series instead of a single welcome email:

You could start with an immediate email that confirms the customer’s subscription and gives them a discount code to shop. A day or two later, you could follow it with a more thorough introduction to your brand or the features of your site, and another follow-up email could encourage further interaction by highlighting your social media pages and other ways to engage with your brand.

Quality counts:

Even if a customer already knows your brand well by the time they subscribe, your welcome email is an introduction to the value your mailing list brings. Use only high-quality images and valuable, interesting content to show subscribers that you’re worth the sign-up.

Personalize your welcome emails:

For example, you might have one design for the core of your welcome email but you can add personalized product recommendations or content recommendations at the bottom based on what the subscriber has viewed on your site. This both prompts the subscriber to shop and also makes the email feel more relevant to them.These tips and best practices can help you take your welcome email from a simple subscription confirmation to an excellent tool for strengthening your customer base.

Create welcome emails easily with a template

Now that you have all the secrets to creating an effective welcome email, let’s get to work! When you use the right tools, it’s simpler than you think. With the Beefree email editor, welcome email design is made easy. Our HTML email editor allows you to either create your own welcome email from scratch (with no HTML knowledge needed) or to start with one of our skillfully crafted templates. Find one of our welcome email templates that works for you, like this “Thanks for signing up!” template by Martin Nikolchev.

Use this template in Beefree!

Use this template in Beefree!

…or the “Hiring Simplified” email by designer Navid Nosrati.

Use this template in Beefree!

Use this template in Beefree!

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

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three email about welcome series

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5 Healthcare Email Examples Where Education Meets Promotion"

We’ve compiled 5 examples of healthcare emails done right. These top brands have excelled in the art of healthcare emails by blending informative with promotional content that presents itself as an empathetic helping hand.
Emily Santos
Jul 12, 2024

Effective email marketing in healthcare can have immense ROI. After all, it is a cost-effective and direct line of communication with your patients that, when done right, can drive engagement, encourage repeat visits, and help build ongoing trust and credibility. However, healthcare providers are faced with unique challenges when it comes to using email marketing. 

On the one hand, the goal is to engage patients and provide value to help build long-term relationships. On the other hand, the goal is to promote your services and, ideally, boost revenue via this marketing strategy. This balance can be tricky to achieve due to the sensitive nature of the healthcare industry; however, it is not impossible.


We’ve compiled 5 examples of healthcare emails done right. These top brands have excelled in the art of healthcare emails by blending valuable, informative content that addresses patient’s concerns with promotional content that presents itself as an empathetic helping hand.  

Healthcare newsletter examples

Sending monthly or weekly newsletters is an excellent way to strengthen relationships with patients or customers. These regular communications serve as a direct line to your audience, allowing you to engage and educate them on relevant health topics consistently. 

Each newsletter provides an opportunity to share reliable and practical health tips and update patients about clinic changes, new services, or special offerings. 

Everlywell 

Everlywell offers folks with at-home “health and wellness solutions.” In a recent newsletter they focus their message on addressing stress, a common concern among their audience. The email begins by empathizing with the reader, reassuring them that stress is a widespread issue, therefore establishing an immediate connection with their readers. 

By offering a free solution—specifically, a list of vitamins and supplements known to alleviate stress—Everlywell demonstrates its commitment to customer well-being. Simultaneously, by subtly promoting its own supplements within the email's content, it reinforces the message that Everlywell not only understands the reader's concerns but also provides practical solutions. 

everlywell healthcare newsletter email example
Free newsletter templates: https://beefree.io/templates/newsletter 

Seasonal health campaigns 

Another great way to connect with patients beyond the clinic is to send seasonal health campaigns. These campaigns are highly effective because they relate to current health concerns and conditions prevalent during specific times of the year.

Seasonal health campaigns allow healthcare providers to proactively address issues that are top-of-mind for patients during different seasons. 

Natalist

Natalist offers “fertility, pregnancy, and postpartum essentials.” To ring in the new year, their email “TTC in the new year?” leans into the possibility that with a new year, folks begin to consider trying to conceive, thoughtfully tapping taps into the natural inclination people have to reflect on life changes and set new goals as the calendar turns.

This thoughtful and well-timed campaign exemplifies how healthcare providers can connect with their audience by aligning their messaging with their customers' lives' natural rhythms and aspirations.

natalist seasonal healthcare email example
Browse our catalog of free seasonal templates: https://beefree.io/templates 

Promotional healthcare emails 

Promotional healthcare emails can significantly increase patient engagement. Offers tailored to patient needs can inform and encourage them to consider services they may not have known about. However, healthcare promotion emails come with their own set of challenges, HIPAA being the biggest hurdle.

ivee

Ivee offers “individualized medical care” services directly from home, including urgent care, diagnostic testing, IV therapy, and more. In a promotional email about their Membership and Programs, ivee takes the route of promotion through education.

Promoting medical treatments and procedures can be complex and often leaves patients with numerous questions and uncertainties.

ivee’s promotional email addresses this challenge by ensuring the content is clear, concise, and informative. Instead of overwhelming patients with technical jargon or complicated medical terms, Ivee breaks down the information into 3 digestible segments that guide the reader through their offerings:

  1. What the patient will receive
  2. How the program works
  3. What the next steps are 

ivee’s educational approach in its promotional email informs and empowers patients, building trust and confidence in their services. 

By addressing potential questions upfront, ivee reduces any concern that the patient may have regarding this service. This method of promotion through education is particularly effective in healthcare, where informed patients are more likely to engage with and benefit from the services offered.

ivee promotional healthcare email
Free product promotion templates: https://beefree.io/templates/product-promotion 

Free service promotion templates: https://beefree.io/templates/service-promotion 

Patient testimonials and success stories 

Using patient testimonials and stories in healthcare emails helps build trust and credibility. When potential patients read or hear about others who have successfully navigated similar health challenges, it reassures them of the effectiveness and reliability of the services offered. These narratives humanize the healthcare experience, which can sometimes feel cold and direct, by showcasing real people and their journeys. 

Much like any healthcare email, this one is particularly affected by the US HIPAA regulations. These emails require explicit consent and the careful handling of personal information. 

Additionally, it is crucial that these testimonials and stories remain authentic. Fabricated or exaggerated stories can damage credibility, and it's important to avoid over-promising outcomes. 

GoodRx

GoodRx provides telemedicine to track prescription drug pricing in the United States and offers drug coupons and medication discounts. In an email promoting their telehealth services, they use a patient testimonial to communicate the ease of their service.

GoodRx balances this strategy with maintaining client privacy by using anonymized testimonials and obtaining explicit consent from the patient. Anonymized testimonials protect the identity of the patients by removing any personal identifiers, ensuring that their privacy is not compromised while still providing authentic feedback about the service.

GoodRx patient email example
Free template to feature your client testimonials: https://beefree.io/template/customer-reviews-product-template 

Transactional healthcare email examples

Transactional emails play an important role in healthcare, allowing providers to share essential information that brings ease to the patient’s experience. More specifically, transactional emails improve operational efficiency. Some examples of transactional emails in healthcare include

  • Appointment confirmations and reminders
  • Prescription and medication updates
  • Follow-up care instructions
  • Billing and payment notification
  • Patient portal access 

Hims

Hims is an “online telehealth platform that provides virtual healthcare and support for men's health.” In the order confirmation email below, Hims offers the patient important order information such as order ID, date paid, total charge, and payment method. 

This transparency ensures patients have all the necessary details about their purchase, enhancing their trust in the platform. Additionally, Hims goes beyond just transactional information to offer patients peace of mind by reminding them of all the other free services they receive through their platform.

By highlighting these benefits, Hims reinforces the value of its service and strengthens its relationship with its patients. This approach confirms the purchase and reassures patients that they feel supported in various aspects of their health journey.

hims healthcare invoice email

Start designing healthcare emails with Beefree 

Navigating healthcare regulations can be challenging, but your email design doesn't have to be. With Beefree's intuitive design tools and templates, you can simplify your communication efforts to adhere to industry standards and focus on what truly matters: delivering exceptional care and valuable information to your patients

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SaaS Email Marketing Strategies for Reducing Churn

Discover the power of SaaS emails. Learn about essential email types like onboarding, product updates, and feedback to keep your users engaged and reduce churn rates.
Beefree team
Jul 5, 2024

The SaaS industry is a fiercely competitive marketing currently valued at $317.55 billion. With projections indicating growth to $1.23 trillion by 2032, it is becoming increasingly important for SaaS companies to find ways to not only stay competitive but also lead the market for sustainable growth. 

So, how can SaaS businesses stay ahead when customer needs constantly evolve and switching from one application to another is just a matter of a few clicks? For many, email marketing is the answer. 

With an average ROI of $36 for every $1 spent, email marketing is a versatile and cost-effective solution that benefits every stage of your marketing funnel. From brand awareness to retention, email marketing in SaaS helps meet your customers where they are.

What is SaaS email marketing?

SaaS email marketing refers to strategically sending emails to leads, prospects, existing customers, and former customers to drive engagement and business growth. While, email marketing offers a range of benefits for SaaS, the number benefit is it’s role in reducing churn.

Customer churn is the rate at which a user stops using the application over a given period of time. According to Vitally, for SaaS to maintain sustainable growth, the annual churn rate should be under 5%; however, in both small and large SaaS companies, “monthly churn rates ranked around 3.5% for the first quarter of 2024.”

According to Precursive, the top 3 factors leading to customer churn are wrong product fit, lack of engagement, and onboarding. Email marketing emerges as a powerful solution to address each of these issues proactively.

Reducing churn due to wrong product fit & onboarding

Wyzowl’s Customer Onboarding 2020 Report states, “80% of users have uninstalled an app due to their lack of understanding of how to use it.” 

That’s where onboarding and product education emails come in. They educate users not only on how to use the application but also how to maximize its value. In the onboarding stages, SaaS should gather user data, such as industry or role, and create tailored campaigns highlighting features and use cases based on their unique needs.

Reducing churn due to lack of engagement

Consistent and targeted email campaigns help keep users engaged, as they are reminded of the ongoing value your SaaS application delivers. Through interactive content such as surveys, polls, quizzes, or regular usage tips and best practices, you can encourage users to stay engaged and informed about new and exciting ways to use the application.

Types of SaaS email communications

Each type of SaaS email communication is designed to address specific needs, goals, and challenges faced by both the SaaS company and its customers. Tailored email content to specific segments allows SaaS to deliver relevant, timely, and compelling content that enhances the overall customer experience.

1. Welcome emails

In SaaS, a welcome email is a high-level introduction to your application. It is sent immediately after a customer subscribes to the tool and tells them what to expect. 

In this example from Coda, the user is welcomed to the application and the different “solutions” they can create with Coda. Additionally, this email offers other resources to help the user familiarize themselves with the tool, like their help center and learning hub.

Source: https://reallygoodemails.com/emails/welcome-to-coda

As you can see, this is a high-level email that does not go too in-depth into a specific feature. This email helps ease users into a new application without overwhelming them.

Free welcome email template: https://beefree.io/template/first-welcome

2. Onboarding emails

Unlike a welcome email, an onboarding email focuses on a specific feature or activity that can be achieved with your application. For SaaS, an onboarding sequence is usually a better strategy than compiling everything in one email. It helps guide users through the product gradually, allowing them ample time in between emails to explore the solution.

These emails could include feature highlights, tutorials, or step-by-step guides. In the example below, users are introduced to Miro’s collaboration capabilities. 

SaaS onboarding email example
Source: https://reallygoodemails.com/emails/tips-tricks-to-get-everyone-engaged

In SaaS, the onboarding process should be treated as part of the users' “consideration” stage. In fact, 63% of customers consider the onboarding period when deciding to subscribe to a service or purchase a product.

Due to this, the onboarding process should be seamless, educational, and personalized to serve users with relevant content that meets their unique needs.

Free onboarding email template for SaaS: https://beefree.io/template/get-started

3. Product update emails

Product update emails aim to educate users on new or improved features. They are a valuable way to encourage product adoption, show users you listen to their feedback, and offer resources for further product education. 

The following example from Airtable highlights their new AI feature, briefly sharing what it does, the benefits, and links relevant resources to learn more, including promotion to their AI webinar.

SaaS product update email example
Source: https://reallygoodemails.com/emails/introducing-airtable-ai-unlock-your-unknown

Free SaaS product update email: https://beefree.io/template/features-discovery

4. Transactional emails

Transactional emails for SaaS help enhance the user experience. Through prompt and clear communications regarding account activities, SaaS businesses ensure customers are informed, providing peace of mind and increasing brand trust. 

Each transactional email should have a clear focus that addresses the user’s immediate need. These emails often include password resets, billing and invoices, security alerts, subscription renewals, and more. 

The following email example from Stampsy is a great example of a transactional email that is clear and to the point.

SaaS transactional email example
Source: https://reallygoodemails.com/emails/stampsy-email-verification

If you’re not sure of where to start with your SaaS transactional email, Beefree’s Transactional Template Kit offers a good starting point for on-brand emails.

5. Re-engagement emails

Re-engagement emails help to retain users who haven’t interacted with your brand or software in a while by reminding them of the value and benefits of your SaaS. Through targeted and timely email campaigns, highlighting the unique value proposition of your SaaS you can help to extend the duration of customer relationships and recapturing lost revenue before it’s lost. 

Some examples of re-engagement emails in SaaS include highlighting new features, offering a special discount, requesting feedback, or a simple “we miss you” email reminding them of your solution.

The following email from Mailchimp is an example of a re-engagement email sent in the onboarding process. 

Based on the content of the email, we can infer that this user still needs to complete their registration. 

Mailchimp uses this to remind the user how easy it is to get started “with just a few clicks.” Additionally, it addresses any potential roadblocks the user may have. It offers solutions such as a comprehensive article to help users “breeze through the registration process” and a 1-1 call with their Onboarding Specialist.

re-engagement SaaS email example
Source: https://reallygoodemails.com/emails/almost-there-complete-your-sms-registration-today

6. Feedback emails

Feedback or survey emails in SaaS are vital for gathering insight into user experience and satisfaction. For the user, these emails serve as a way to give direct feedback, making them feel valued and strengthening their engagement. 

Feedback or survey emails should be clear about the ask and concise to respect the reader’s time. Offering incentives or discounts is also a great way to promote engagement, further strengthening user relationships. 

The following email from Miro is a great example of requesting feedback.

SaaS feedback email examples
Source: https://reallygoodemails.com/emails/share-your-experience-with-us


To start building your next SaaS survey campaign, Beefree’s Survey Template Kit offers a wide range of designs to choose from. 

7. Renewal and upgrade emails

Renewal and upgrade emails in SaaS are essential for maintaining customer retention and driving revenue growth. While their purpose is typically a friendly reminder about upcoming renewals, it also serves as an opportunity to encourage users to upgrade to unlock more features.

These emails should specify when the subscription ends, how to renew or upgrade, and the benefits. The following example from YouTube highlights all of the benefits of renewing your premium plan and offers a clear CTA on the next steps to help avoid friction for the user.

SaaS renewal and upgrade email templates
Source: https://reallygoodemails.com/emails/only-a-few-days-before-your-youtube-premium-benefits-end-renew-now

Free SaaS upgrade email template: https://beefree.io/template/upgrade-to-a-higher-plan 

8. Event invitation emails

For SaaS specifically, events can help amplify the brand’s credibility and recognition, generate leads, and provide ongoing value to existing users. Event invitation emails are a valuable part of this strategy to encourage attendance and user engagement.

The following example from Customer.io invites users to a webinar hosted by industry leaders. The email concisely communicates the webinar's topic and the value it will bring to its users.

event invitation emails for saas
Source: https://reallygoodemails.com/emails/join-our-live-qa-with-marketing-legends

These event invitation emails are usually followed by reminder emails to encourage attendance and registration further.

Start designing your next event invitation emails with Beefree's Webinar Template Kit.

9. Milestone emails

Milestone emails in SaaS help celebrate a user’s significant achievement or a stage in their journey. They provide positive reinforcement and motivation for a user, increasing their likelihood of continued use of the product. For SaaS, these emails also serve as a way to highlight the value of the software by showing the users the progress they have achieved and where they can go with continued use. 

Grammarly is an excellent example of an effective milestone email.

milestone emails for saas
Source: https://reallygoodemails.com/emails/youve-reached-a-new-weekly-streak-milestone

Free milestone email and page templates for SaaS: https://beefree.io/templates/annual_review

Kick off your SaaS email marketing program with Beefree

Reducing churn with SaaS email marketing is not just about sending the occasional reminder or offer - it's about creating a well-rounded, strategic approach that addresses every stage of the customer journey. Your email campaigns should respond to user needs and challenges before they arrive -- positioning your SaaS as the ideal solution for them.

From personalized onboarding emails that ensure new users feel welcomed and informed, to regular engagement emails that keep users active and invested, each type of communication plays a vital role in minimizing churn. While designing campaigns for each touchpoint might be time consuming at first, know that you don't have to do it alone.

Beefree offers a myriad of email templates to support each stage of your customer lifecycle. The best part? It's free. Get started now!

Source: https://app.userevidence.com/assets/2651YKEJ

The Ultimate Guide to Creating and Embedding HTML Email Templates in Outlook

Discover key strategies for overcoming Outlook's HTML rendering limitations and create beautiful HTML email templates.
Emily Santos
Jun 28, 2024

According to Gitnux’s MarketData Report 2024, 16% of all US email users use Outlook as their primary email provider, ranking Outlook among the most widely used email platforms in the country. 

With over 400 million users worldwide, the chances that your emails will land in an Outlook inbox are high if you're an email marketer. With this in mind, it’s important to acknowledge Outlook’s capabilities and limitations to build emails that render well for every recipient. 

Understanding Outlook's HTML design limitations

Despite its popularity, Outlook is primarily used for day-to-day communications between colleagues rather than mass marketing campaigns. Because of this, Outlook has a few limitations when it comes to rendering HTML emails, for instance: 

Some of the most prominent rendering issues with Outlook Web or App include: 

  • Gifs rendering with a play icon over the GIF
  • Fonts not matching 
  • Additional spaces in the layout 
  • Icons stacking on top of one another or misaligned
  • Mismatching background images 
  • Misalignment across email elements 

These limitations mean that regardless of how much time is spent on creating the most engaging and on-brand email, Outlook may deliver a different outcome to recipients, affecting your email’s readability and impact.

While we recommend opting out of using Outlook as a sending platform and using a professional solution such as HubSpot and Mailchimp, we understand this is not always feasible.

Many email marketers who rely on Outlook have found creative approaches to address its rendering limitations, typically opting for either image-based emails or maximizing the impact of text-only emails. When it comes to HTML emails, while challenging, they remain a viable option for those willing to navigate Outlook’s quirks and optimize their designs accordingly.

Best practices for designing Outlook-friendly HTML email templates

You have two options for creating an HTML email template for Outlook. The first involves manually writing the HTML code with CSS and then saving the email as an Outlook template. While this approach doesn't require additional software tools, it can be time-consuming and requires CSS expertise.

Alternatively, you can use an external email design tool such as Beefree to create your HTML email template. This method is more user-friendly and efficient since it eliminates the need for CSS knowledge and manual coding.

Regardless of which option you opt for, here are some best practices to follow:

  • Simplicity is key: Design simple, single-column designs. Complex layouts, while engaging, may not render correctly. 

  • Use tables for the layout structure: Experiment with tables to ensure your design elements stay in their intended position, helping to tackle Outlook's misalignment issue. 
  • Use inline CSS: If possible, embed inline CSS directly within your HTML elements to control formatting and layout; this will help minimize Outlook’s limited support for external and embedded stylesheets.

  • Use web-safe fonts: Arial, Times New Roman, or Verdana are all safe bests when designing for Outlook.

  • Alt text: Because Outlook blocks images by default, be sure to always include alt text for images to ensure accessibility but also to ensure that the lack of images doesn’t leave out important context from your emails. 

Designing HTML email templates in Outlook with Beefree

When designing HTML email templates that perform well in Outlook, leveraging the right tools can significantly simplify the process and ensure adherence to best practices.

Beefree stands out as a versatile platform that not only facilitates creative email design but also supports the specific requirements of Outlook rendering, for instance:

  • Designing for simplicity: Beefree’s drag-and-drop functionality allows for the easy creation of single-column layouts. Within Beefree, users can easily customize the alignment, spacing, height, and more of emails for mobile and desktop, ensuring a cohesive experience across multiple devices.

  • Web-safe fonts: Within Beefree, you can set web-safe fonts as your default to ensure the consistent rendering of fonts across all email clients, especially Outlook.

  • Alt text: This can be powered manually or via our AI integration. 

  • Responsive design: While Outlook lacks robust support for responsive design, Beefree enables users to create mobile-friendly email templates through fluid layouts and scalable elements. This ensures that your emails adapt to different screen sizes and devices, enhancing user experience regardless of how recipients access their emails through Outlook.

Before finalizing your email designs, it's essential to conduct thorough testing to ensure they render correctly across different versions of Outlook. We recommend using Beefree’s preview feature to see how your emails appear in various screen sizes. We also recommend sending a test email to multiple Outlook recipients to help you identify any rendering discrepancies between Beefree and Outlook.

While we’d like to guarantee that Beefree will render emails 100% as intended,  it's important to remember that Outlook is an email client rather than a sending platform. As a result, it may ignore, remove, or alter HTML elements from our code. This can cause rendering issues that we can't resolve. Keep in mind that the more complex your design is, the more likely you are to experience rendering issues with Outlook.

Familiarize yourself with our Outlook rendering considerations

Embedding Outlook HTML email templates

Once your email is designed in Beefree following the best practices addressed above, you can easily export to Outlook Web or Outlook App.

Outlook Web
Connect Beefree to your Outlook Web account before designing or after completion.  Directly from the builder or via the Email Details page, click “Push to your sending system.” Within seconds, the email will be saved as a new template and appear in your Outlook account.

To learn more about how to complete the integration process, visit: https://support.beefree.io/hc/en-us/articles/11964534263442-Exporting-to-Outlook-com

For a step-by-step process:



Outlook Web and corporate email accounts
If you’re exporting emails designed in Beefree to your Outlook corporate business account, follow the same steps as above.

When integrating Beefree with an Outlook corporate account, you may encounter a message indicating that approval or authorization is required for the connection to succeed. To proceed, you will need to obtain the necessary approvals or modify your Outlook Web business account permissions settings to ensure a successful connection. Outlook App
The Outlook App integration with Beefree allows you to download your email designs as OFT and EMLTPL files that you can then upload into your Outlook App. To download the files, take the following steps:

  1. Navigate to the email design you’d like to export.
  2. Make and save any changes you’d like prior to exporting your design.
  3. Select Push to your sending system.
  4. Click the Outlook App connector.
  5. You will be prompted to Download the Outlook App.
  6. Select Download for Windows if you’d like an OFT file or Download for macOS if you’d like an EMLTPL file.


To learn more about how to complete the integration process and import HTML, watch the following video:

Or visit: https://support.beefree.io/hc/en-us/articles/11964534263442-Exporting-to-Outlook-com

Ready to start designing Outlook-friendly emails?

Whether you're navigating Outlook's rendering quirks or aiming to enhance engagement through responsive designs, Beefree is an intuitive solution that ensures your messages resonate effectively across Outlook versions and devices. 

Source: https://app.userevidence.com/assets/3682LZCB


Start designing now - it’s free!

5 Healthcare Email Examples Where Education Meets Promotion"

We’ve compiled 5 examples of healthcare emails done right. These top brands have excelled in the art of healthcare emails by blending informative with promotional content that presents itself as an empathetic helping hand.
Emily Santos
Emily Santos
12 Jul
2024

Effective email marketing in healthcare can have immense ROI. After all, it is a cost-effective and direct line of communication with your patients that, when done right, can drive engagement, encourage repeat visits, and help build ongoing trust and credibility. However, healthcare providers are faced with unique challenges when it comes to using email marketing. 

On the one hand, the goal is to engage patients and provide value to help build long-term relationships. On the other hand, the goal is to promote your services and, ideally, boost revenue via this marketing strategy. This balance can be tricky to achieve due to the sensitive nature of the healthcare industry; however, it is not impossible.


We’ve compiled 5 examples of healthcare emails done right. These top brands have excelled in the art of healthcare emails by blending valuable, informative content that addresses patient’s concerns with promotional content that presents itself as an empathetic helping hand.  

Healthcare newsletter examples

Sending monthly or weekly newsletters is an excellent way to strengthen relationships with patients or customers. These regular communications serve as a direct line to your audience, allowing you to engage and educate them on relevant health topics consistently. 

Each newsletter provides an opportunity to share reliable and practical health tips and update patients about clinic changes, new services, or special offerings. 

Everlywell 

Everlywell offers folks with at-home “health and wellness solutions.” In a recent newsletter they focus their message on addressing stress, a common concern among their audience. The email begins by empathizing with the reader, reassuring them that stress is a widespread issue, therefore establishing an immediate connection with their readers. 

By offering a free solution—specifically, a list of vitamins and supplements known to alleviate stress—Everlywell demonstrates its commitment to customer well-being. Simultaneously, by subtly promoting its own supplements within the email's content, it reinforces the message that Everlywell not only understands the reader's concerns but also provides practical solutions. 

everlywell healthcare newsletter email example
Free newsletter templates: https://beefree.io/templates/newsletter 

Seasonal health campaigns 

Another great way to connect with patients beyond the clinic is to send seasonal health campaigns. These campaigns are highly effective because they relate to current health concerns and conditions prevalent during specific times of the year.

Seasonal health campaigns allow healthcare providers to proactively address issues that are top-of-mind for patients during different seasons. 

Natalist

Natalist offers “fertility, pregnancy, and postpartum essentials.” To ring in the new year, their email “TTC in the new year?” leans into the possibility that with a new year, folks begin to consider trying to conceive, thoughtfully tapping taps into the natural inclination people have to reflect on life changes and set new goals as the calendar turns.

This thoughtful and well-timed campaign exemplifies how healthcare providers can connect with their audience by aligning their messaging with their customers' lives' natural rhythms and aspirations.

natalist seasonal healthcare email example
Browse our catalog of free seasonal templates: https://beefree.io/templates 

Promotional healthcare emails 

Promotional healthcare emails can significantly increase patient engagement. Offers tailored to patient needs can inform and encourage them to consider services they may not have known about. However, healthcare promotion emails come with their own set of challenges, HIPAA being the biggest hurdle.

ivee

Ivee offers “individualized medical care” services directly from home, including urgent care, diagnostic testing, IV therapy, and more. In a promotional email about their Membership and Programs, ivee takes the route of promotion through education.

Promoting medical treatments and procedures can be complex and often leaves patients with numerous questions and uncertainties.

ivee’s promotional email addresses this challenge by ensuring the content is clear, concise, and informative. Instead of overwhelming patients with technical jargon or complicated medical terms, Ivee breaks down the information into 3 digestible segments that guide the reader through their offerings:

  1. What the patient will receive
  2. How the program works
  3. What the next steps are 

ivee’s educational approach in its promotional email informs and empowers patients, building trust and confidence in their services. 

By addressing potential questions upfront, ivee reduces any concern that the patient may have regarding this service. This method of promotion through education is particularly effective in healthcare, where informed patients are more likely to engage with and benefit from the services offered.

ivee promotional healthcare email
Free product promotion templates: https://beefree.io/templates/product-promotion 

Free service promotion templates: https://beefree.io/templates/service-promotion 

Patient testimonials and success stories 

Using patient testimonials and stories in healthcare emails helps build trust and credibility. When potential patients read or hear about others who have successfully navigated similar health challenges, it reassures them of the effectiveness and reliability of the services offered. These narratives humanize the healthcare experience, which can sometimes feel cold and direct, by showcasing real people and their journeys. 

Much like any healthcare email, this one is particularly affected by the US HIPAA regulations. These emails require explicit consent and the careful handling of personal information. 

Additionally, it is crucial that these testimonials and stories remain authentic. Fabricated or exaggerated stories can damage credibility, and it's important to avoid over-promising outcomes. 

GoodRx

GoodRx provides telemedicine to track prescription drug pricing in the United States and offers drug coupons and medication discounts. In an email promoting their telehealth services, they use a patient testimonial to communicate the ease of their service.

GoodRx balances this strategy with maintaining client privacy by using anonymized testimonials and obtaining explicit consent from the patient. Anonymized testimonials protect the identity of the patients by removing any personal identifiers, ensuring that their privacy is not compromised while still providing authentic feedback about the service.

GoodRx patient email example
Free template to feature your client testimonials: https://beefree.io/template/customer-reviews-product-template 

Transactional healthcare email examples

Transactional emails play an important role in healthcare, allowing providers to share essential information that brings ease to the patient’s experience. More specifically, transactional emails improve operational efficiency. Some examples of transactional emails in healthcare include

  • Appointment confirmations and reminders
  • Prescription and medication updates
  • Follow-up care instructions
  • Billing and payment notification
  • Patient portal access 

Hims

Hims is an “online telehealth platform that provides virtual healthcare and support for men's health.” In the order confirmation email below, Hims offers the patient important order information such as order ID, date paid, total charge, and payment method. 

This transparency ensures patients have all the necessary details about their purchase, enhancing their trust in the platform. Additionally, Hims goes beyond just transactional information to offer patients peace of mind by reminding them of all the other free services they receive through their platform.

By highlighting these benefits, Hims reinforces the value of its service and strengthens its relationship with its patients. This approach confirms the purchase and reassures patients that they feel supported in various aspects of their health journey.

hims healthcare invoice email

Start designing healthcare emails with Beefree 

Navigating healthcare regulations can be challenging, but your email design doesn't have to be. With Beefree's intuitive design tools and templates, you can simplify your communication efforts to adhere to industry standards and focus on what truly matters: delivering exceptional care and valuable information to your patients

source: https://app.userevidence.com/assets/2055KZQW

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SaaS Email Marketing Strategies for Reducing Churn

Discover the power of SaaS emails. Learn about essential email types like onboarding, product updates, and feedback to keep your users engaged and reduce churn rates.
Beefree team
Beefree team
5 Jul
2024

The SaaS industry is a fiercely competitive marketing currently valued at $317.55 billion. With projections indicating growth to $1.23 trillion by 2032, it is becoming increasingly important for SaaS companies to find ways to not only stay competitive but also lead the market for sustainable growth. 

So, how can SaaS businesses stay ahead when customer needs constantly evolve and switching from one application to another is just a matter of a few clicks? For many, email marketing is the answer. 

With an average ROI of $36 for every $1 spent, email marketing is a versatile and cost-effective solution that benefits every stage of your marketing funnel. From brand awareness to retention, email marketing in SaaS helps meet your customers where they are.

What is SaaS email marketing?

SaaS email marketing refers to strategically sending emails to leads, prospects, existing customers, and former customers to drive engagement and business growth. While, email marketing offers a range of benefits for SaaS, the number benefit is it’s role in reducing churn.

Customer churn is the rate at which a user stops using the application over a given period of time. According to Vitally, for SaaS to maintain sustainable growth, the annual churn rate should be under 5%; however, in both small and large SaaS companies, “monthly churn rates ranked around 3.5% for the first quarter of 2024.”

According to Precursive, the top 3 factors leading to customer churn are wrong product fit, lack of engagement, and onboarding. Email marketing emerges as a powerful solution to address each of these issues proactively.

Reducing churn due to wrong product fit & onboarding

Wyzowl’s Customer Onboarding 2020 Report states, “80% of users have uninstalled an app due to their lack of understanding of how to use it.” 

That’s where onboarding and product education emails come in. They educate users not only on how to use the application but also how to maximize its value. In the onboarding stages, SaaS should gather user data, such as industry or role, and create tailored campaigns highlighting features and use cases based on their unique needs.

Reducing churn due to lack of engagement

Consistent and targeted email campaigns help keep users engaged, as they are reminded of the ongoing value your SaaS application delivers. Through interactive content such as surveys, polls, quizzes, or regular usage tips and best practices, you can encourage users to stay engaged and informed about new and exciting ways to use the application.

Types of SaaS email communications

Each type of SaaS email communication is designed to address specific needs, goals, and challenges faced by both the SaaS company and its customers. Tailored email content to specific segments allows SaaS to deliver relevant, timely, and compelling content that enhances the overall customer experience.

1. Welcome emails

In SaaS, a welcome email is a high-level introduction to your application. It is sent immediately after a customer subscribes to the tool and tells them what to expect. 

In this example from Coda, the user is welcomed to the application and the different “solutions” they can create with Coda. Additionally, this email offers other resources to help the user familiarize themselves with the tool, like their help center and learning hub.

Source: https://reallygoodemails.com/emails/welcome-to-coda

As you can see, this is a high-level email that does not go too in-depth into a specific feature. This email helps ease users into a new application without overwhelming them.

Free welcome email template: https://beefree.io/template/first-welcome

2. Onboarding emails

Unlike a welcome email, an onboarding email focuses on a specific feature or activity that can be achieved with your application. For SaaS, an onboarding sequence is usually a better strategy than compiling everything in one email. It helps guide users through the product gradually, allowing them ample time in between emails to explore the solution.

These emails could include feature highlights, tutorials, or step-by-step guides. In the example below, users are introduced to Miro’s collaboration capabilities. 

SaaS onboarding email example
Source: https://reallygoodemails.com/emails/tips-tricks-to-get-everyone-engaged

In SaaS, the onboarding process should be treated as part of the users' “consideration” stage. In fact, 63% of customers consider the onboarding period when deciding to subscribe to a service or purchase a product.

Due to this, the onboarding process should be seamless, educational, and personalized to serve users with relevant content that meets their unique needs.

Free onboarding email template for SaaS: https://beefree.io/template/get-started

3. Product update emails

Product update emails aim to educate users on new or improved features. They are a valuable way to encourage product adoption, show users you listen to their feedback, and offer resources for further product education. 

The following example from Airtable highlights their new AI feature, briefly sharing what it does, the benefits, and links relevant resources to learn more, including promotion to their AI webinar.

SaaS product update email example
Source: https://reallygoodemails.com/emails/introducing-airtable-ai-unlock-your-unknown

Free SaaS product update email: https://beefree.io/template/features-discovery

4. Transactional emails

Transactional emails for SaaS help enhance the user experience. Through prompt and clear communications regarding account activities, SaaS businesses ensure customers are informed, providing peace of mind and increasing brand trust. 

Each transactional email should have a clear focus that addresses the user’s immediate need. These emails often include password resets, billing and invoices, security alerts, subscription renewals, and more. 

The following email example from Stampsy is a great example of a transactional email that is clear and to the point.

SaaS transactional email example
Source: https://reallygoodemails.com/emails/stampsy-email-verification

If you’re not sure of where to start with your SaaS transactional email, Beefree’s Transactional Template Kit offers a good starting point for on-brand emails.

5. Re-engagement emails

Re-engagement emails help to retain users who haven’t interacted with your brand or software in a while by reminding them of the value and benefits of your SaaS. Through targeted and timely email campaigns, highlighting the unique value proposition of your SaaS you can help to extend the duration of customer relationships and recapturing lost revenue before it’s lost. 

Some examples of re-engagement emails in SaaS include highlighting new features, offering a special discount, requesting feedback, or a simple “we miss you” email reminding them of your solution.

The following email from Mailchimp is an example of a re-engagement email sent in the onboarding process. 

Based on the content of the email, we can infer that this user still needs to complete their registration. 

Mailchimp uses this to remind the user how easy it is to get started “with just a few clicks.” Additionally, it addresses any potential roadblocks the user may have. It offers solutions such as a comprehensive article to help users “breeze through the registration process” and a 1-1 call with their Onboarding Specialist.

re-engagement SaaS email example
Source: https://reallygoodemails.com/emails/almost-there-complete-your-sms-registration-today

6. Feedback emails

Feedback or survey emails in SaaS are vital for gathering insight into user experience and satisfaction. For the user, these emails serve as a way to give direct feedback, making them feel valued and strengthening their engagement. 

Feedback or survey emails should be clear about the ask and concise to respect the reader’s time. Offering incentives or discounts is also a great way to promote engagement, further strengthening user relationships. 

The following email from Miro is a great example of requesting feedback.

SaaS feedback email examples
Source: https://reallygoodemails.com/emails/share-your-experience-with-us


To start building your next SaaS survey campaign, Beefree’s Survey Template Kit offers a wide range of designs to choose from. 

7. Renewal and upgrade emails

Renewal and upgrade emails in SaaS are essential for maintaining customer retention and driving revenue growth. While their purpose is typically a friendly reminder about upcoming renewals, it also serves as an opportunity to encourage users to upgrade to unlock more features.

These emails should specify when the subscription ends, how to renew or upgrade, and the benefits. The following example from YouTube highlights all of the benefits of renewing your premium plan and offers a clear CTA on the next steps to help avoid friction for the user.

SaaS renewal and upgrade email templates
Source: https://reallygoodemails.com/emails/only-a-few-days-before-your-youtube-premium-benefits-end-renew-now

Free SaaS upgrade email template: https://beefree.io/template/upgrade-to-a-higher-plan 

8. Event invitation emails

For SaaS specifically, events can help amplify the brand’s credibility and recognition, generate leads, and provide ongoing value to existing users. Event invitation emails are a valuable part of this strategy to encourage attendance and user engagement.

The following example from Customer.io invites users to a webinar hosted by industry leaders. The email concisely communicates the webinar's topic and the value it will bring to its users.

event invitation emails for saas
Source: https://reallygoodemails.com/emails/join-our-live-qa-with-marketing-legends

These event invitation emails are usually followed by reminder emails to encourage attendance and registration further.

Start designing your next event invitation emails with Beefree's Webinar Template Kit.

9. Milestone emails

Milestone emails in SaaS help celebrate a user’s significant achievement or a stage in their journey. They provide positive reinforcement and motivation for a user, increasing their likelihood of continued use of the product. For SaaS, these emails also serve as a way to highlight the value of the software by showing the users the progress they have achieved and where they can go with continued use. 

Grammarly is an excellent example of an effective milestone email.

milestone emails for saas
Source: https://reallygoodemails.com/emails/youve-reached-a-new-weekly-streak-milestone

Free milestone email and page templates for SaaS: https://beefree.io/templates/annual_review

Kick off your SaaS email marketing program with Beefree

Reducing churn with SaaS email marketing is not just about sending the occasional reminder or offer - it's about creating a well-rounded, strategic approach that addresses every stage of the customer journey. Your email campaigns should respond to user needs and challenges before they arrive -- positioning your SaaS as the ideal solution for them.

From personalized onboarding emails that ensure new users feel welcomed and informed, to regular engagement emails that keep users active and invested, each type of communication plays a vital role in minimizing churn. While designing campaigns for each touchpoint might be time consuming at first, know that you don't have to do it alone.

Beefree offers a myriad of email templates to support each stage of your customer lifecycle. The best part? It's free. Get started now!

Source: https://app.userevidence.com/assets/2651YKEJ

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