How to Set Up Product Tour Emails for New Users

New users don't need to know everything about your product on day one. They need to know the one thing that will help them succeed right now. Product tour emails solve this by introducing features gradually, at moments when users are most likely to benefit from them.
The concept is simple. Instead of overwhelming users with a feature list during signup or cramming everything into a single welcome email, you spread feature introductions across multiple emails sent over days or weeks. Each email focuses on one capability, explains why it matters, and shows how to use it. Users learn about features when they're ready to use them, not when it's convenient for you to mention them.
This approach mirrors how people actually learn software. Nobody reads the manual cover to cover. They learn by doing, one feature at a time, building confidence as they go. Product tour emails work with this natural learning pattern instead of against it.
Why Showing Everything at Once Backfires
The instinct to showcase your product's full capability is understandable. You've built something valuable, and you want users to know about all of it. But information overload is one of the fastest ways to lose new users.
When someone signs up for your product, they have a specific problem they want to solve. Maybe they need to send a newsletter, or set up an automation, or track some metrics. That's their immediate focus. If you hit them with emails about fifteen different features, they won't remember any of them. Worse, they might conclude that your product is too complex for their needs and leave before they've even started.
Research on cognitive load consistently shows that people can only process a limited amount of new information at once. Presenting three things clearly beats presenting ten things in a blur. The features you don't mention today aren't lost. They're saved for when users are ready to hear about them.
There's also a practical retention benefit to spacing out feature introductions. Each email in your product tour sequence is another touchpoint, another reason for users to return to your product. A user who receives a helpful feature email on day five is more likely to log back in than a user who received one overwhelming email on day one and nothing since.
Choosing Which Features to Highlight
Not every feature deserves a product tour email. Some features are self-explanatory. Some are only relevant to power users. Some are table stakes that don't need explanation. The features that belong in your tour sequence are the ones that meet two criteria: they're valuable to most users, and they require some explanation or encouragement to discover.
Start by listing the features that correlate with user success. Look at your most engaged users, the ones who converted to paid or who use your product regularly. What features do they use that less engaged users don't? These are your high-value features, and they're strong candidates for tour emails.
Then filter for discoverability. Some valuable features are obvious and don't need introduction. Others are hidden in menus, require configuration, or only make sense after using other features first. Prioritize the valuable features that users might miss without a nudge.
For most SaaS products, this results in somewhere between five and eight features worth highlighting in a tour sequence. You might include your core value feature (the main thing your product does), a power feature that improves efficiency, an integration that connects to tools users already use, a collaboration feature that expands usage within teams, and a customization feature that helps users make the product their own.
The order matters too. Start with features that deliver quick wins and require minimal setup. Progress to more advanced features that build on what users have already learned. Think of it as a curriculum where each lesson prepares users for the next one.
Time-Based vs Behavior-Based Tour Triggers
There are two philosophies for triggering product tour emails. Time-based triggers send emails on a fixed schedule after signup. Behavior-based triggers send emails when users complete certain actions or demonstrate readiness for new features. Both approaches have merit, and the best strategy often combines them.
Time-based triggers are simpler to implement and ensure every user receives your full tour sequence. On day two, send the first feature email. On day five, send the second. On day eight, send the third. The schedule is predictable, and you don't need sophisticated event tracking to make it work.
The downside of pure time-based triggers is that they ignore what users are actually doing. A user who's already discovered and actively uses a feature doesn't need an email introducing it. A user who hasn't completed basic setup isn't ready for advanced features. Time-based triggers can feel tone-deaf.
Behavior-based triggers solve this by sending emails in response to user actions. When a user completes their first project, send an email about the reporting feature that helps them analyze it. When a user invites a teammate, send an email about collaboration features. The content arrives at the moment it's most relevant.
For more depth on behavior-based approaches, our guide on behavioral email marketing for SaaS covers the technical and strategic aspects in detail.
The practical approach for most teams is to start with time-based triggers and add behavioral conditions as you learn more about user patterns. Send your first feature email on day three, but suppress it if the user has already discovered that feature. Send your integration email on day seven, but send it earlier if the user visits the integrations page. This hybrid approach balances simplicity with relevance.
Email Structure for Feature Introductions
A product tour email isn't a feature announcement or a marketing pitch. It's a helpful guide that shows users how to accomplish something valuable. The structure should reflect that purpose.
Start with the problem or opportunity, not the feature itself. Users don't care about features in the abstract. They care about outcomes. Instead of "Introducing our automation builder," try "Stop manually sending the same emails over and over." The first version is about you. The second is about them.
Then introduce the feature as the solution. Keep this brief. A sentence or two explaining what the feature does and how it solves the problem you just described. Don't go into exhaustive detail. The goal is to spark interest, not to replace your documentation.
Include a visual if possible. A screenshot, a short GIF, or even a simple diagram makes the feature tangible. Users process visual information faster than text, and seeing the feature helps them understand what you're describing. Choose a visual that shows the feature in action, not just a static interface element.
End with a single, specific call-to-action. Not "check out the feature" but "create your first automation in 3 minutes." Specificity matters. Give users a concrete action they can take immediately, and make it clear how long it will take. Reducing uncertainty reduces friction.
The overall length should be short. Aim for 150 to 200 words of body copy. Users scan emails. They don't read them like articles. Every sentence should earn its place.
Examples of Effective Product Tour Emails
Let me walk through a few examples that illustrate these principles in practice.
Imagine an email for introducing a Slack integration. The subject line might be "Get notified in Slack when things happen." The opening acknowledges the problem: "Checking multiple apps for updates is exhausting. You've got enough tabs open already." The feature introduction is brief: "Connect Sequenzy to Slack and get instant notifications in the channels where your team already works." A screenshot shows a Slack notification with sample content. The call-to-action is specific: "Connect Slack in 60 seconds" with a button that deep links directly to the integrations settings page.
Another example might introduce a reporting feature. Subject line: "Find out which emails actually work." Opening: "Sending emails is easy. Knowing if they're working is harder." Feature: "Your analytics dashboard shows opens, clicks, and conversions for every email you send. See what's resonating and what's getting ignored." The visual shows the dashboard with real-looking data. CTA: "View your first report" linking to the analytics section.
Notice what these emails don't do. They don't list every capability of the feature. They don't include multiple calls-to-action competing for attention. They don't assume the user already cares about the feature before explaining why they should. Each email solves one problem, introduces one feature, and asks for one action.
For more context on structuring your overall onboarding communication, see our guide on SaaS onboarding email sequences.
Sequencing Your Tour Emails
The sequence of your product tour emails should follow the natural progression of user sophistication. Early emails cover foundational features that help users get basic value. Later emails introduce advanced features that require some context to appreciate.
A typical sequence might look like this. Day one is handled by your welcome email, which focuses on the single most important activation step. Day three introduces your core feature, the main thing your product does. Day six covers a feature that enhances the core experience, like templates or automation. Day ten introduces integrations with other tools. Day fourteen covers advanced customization or team features.
This progression assumes users are engaging with your product. If they're not, they shouldn't receive advanced feature emails. Build suppression rules that skip tour emails for users who haven't completed basic activation. There's no point introducing reporting features to someone who hasn't sent their first email yet.
Also consider what happens after the tour sequence ends. For users who complete the tour and become active, you might transition to less frequent educational content or feature announcement emails. For users who don't engage with the tour, you might branch into a re-engagement sequence that tries a different approach.
Measuring Feature Adoption from Emails
The success of product tour emails isn't measured by open rates or click rates, though those matter. The real measure is whether users adopt the features you're introducing.
For each tour email, track the connection between email engagement and feature usage. What percentage of users who click on your Slack integration email actually complete the integration? What percentage of users who receive the reporting email view their first report? These adoption rates tell you whether your emails are working.
Compare adoption rates between users who receive tour emails and those who don't (if you have a control group) or between different versions of the same email. If your Slack integration email has a 15% adoption rate but your reporting email has a 3% adoption rate, the reporting email probably needs work.
Look at timing too. How long after receiving the email do users adopt the feature? Immediate adoption suggests the email created urgency. Delayed adoption might mean users bookmarked the email or needed time to be ready. No adoption means either the email failed or the feature isn't valuable enough to highlight.
The metrics that matter most are downstream outcomes. Do users who engage with tour emails have higher activation rates? Higher conversion rates? Lower churn? These connections prove that your tour sequence is contributing to business results, not just generating email activity.
Build dashboards that track these metrics over time. As you optimize individual emails and the overall sequence, you should see improvement in both immediate adoption and long-term outcomes. If you're improving click rates but not adoption rates, you're optimizing the wrong thing.
Getting Started With Your First Tour Sequence
If you're building a product tour email sequence from scratch, start small and iterate. You don't need eight perfectly crafted emails before you can launch anything.
Begin by identifying your single highest-value feature that users often overlook. Create one email introducing that feature, following the structure outlined above. Set it to send three or four days after signup, with a suppression rule for users who have already used the feature. Launch it and measure adoption.
Once that email is working, add a second feature email. Then a third. Build the sequence incrementally, learning from each addition. Pay attention to which emails drive adoption and which fall flat. Kill underperforming emails or rewrite them based on what you learn.
The companies with the best product tour sequences didn't build them all at once. They started with one email, measured its impact, and kept adding until they had a comprehensive tour that meaningfully improved user activation. You can do the same.
The key insight is that product tour emails aren't really about introducing features. They're about helping users succeed. Each email is an opportunity to show users how your product solves a problem they have. When you approach tour emails with that mindset, the features become secondary to the value they enable.