Balsamiq onboarding

13 emails over 9 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeYour first wireframe in 3 minutes
Day 0Same day
Email 2 · Activation nudgeInvite your team today
Day 0Same day
Email 3 · Feature tipthe redesign cheat code
Day 0Same day
Email 4 · Upgrade promptwhich plan fits your team?
Day 11 day later
Email 5 · Onboarding8 ways you can use balsamiq this week
Day 21 day later
Email 6 · Onboardingprototyping in balsamiq
Day 31 day later
Email 7 · OnboardingJoin the dots
Day 41 day later
Email 8 · Onboardinghow one team saved $5k
Day 51 day later
Email 9 · Trial endingYour Balsamiq trial ends in 7 days – we’re here to help
Day 61 day later
Email 10 · OnboardingShortcuts triple your speed
Day 71 day later
Email 11 · Onboardingasync decision cycle
Day 81 day later
Email 12 · Onboardinguseful feature
Day 91 day later
Email 13 · Trial ending[ACTION REQUIRED] Your Balsamiq trial ends in 2 days

What each email does

Day 0First emailWelcomeYour first wireframe in 3 minutesWelcomes new users and shows how to create a wireframe by describing an idea to the AI assistant. It also highlights manual ways to build and offers a sample prompt to try.
Day 0Same dayActivation nudgeInvite your team todayEncourages new users to invite teammates so they can collaborate on wireframes and see the value of Balsamiq during the trial. Highlights that reviewers can comment, react, and edit without extra charges.
Day 0Same dayFeature tipthe redesign cheat codeThe email explains how Balsamiq AI can turn screenshots, sketches, or legacy code into editable wireframes. A user example shows how the tool can help people understand and redesign an existing app.
Day 0Same dayUpgrade promptwhich plan fits your team?Explains what happens after the trial and compares the Starter, Teams, and Enterprise plans by team size, features, and price. A single call to action invites the reader to review the options.
Day 11 day laterOnboarding8 ways you can use balsamiq this weekIntroduces eight ways to use Balsamiq, from planning MVPs to designing onboarding flows. It ends by inviting the reader to log back in and start building.
Day 21 day laterOnboardingprototyping in balsamiqIntroduces Balsamiq AI as a way to turn static wireframes into interactive prototypes. It explains how clickable prototypes help teams understand user flows and invites the reader to try the feature.
Day 31 day laterOnboardingJoin the dotsIntroduces Balsamiq AI’s ability to generate user flows and wireframes, then explains how to turn them into interactive prototypes. It encourages the recipient to log back in and try the feature.
Day 41 day laterOnboardinghow one team saved $5kA customer story shows how ASA Financial used wireframes to clarify a redesign and avoid wasted development time. The email closes by inviting the reader to log back in.
Day 51 day laterTrial endingYour Balsamiq trial ends in 7 days – we’re here to helpBalsamiq reminds the recipient that their trial ends in a week and encourages them to choose a plan. It highlights a pricing benefit and offers help with plan questions.
Day 61 day laterOnboardingShortcuts triple your speedThe email introduces useful keyboard shortcuts and the Alternates feature to help new users work faster. It closes with a prompt to log back into Balsamiq.
Day 71 day laterOnboardingasync decision cycleThe email shows how teams can use Balsamiq wireframes and canvas comments to gather stakeholder feedback and reach decisions asynchronously. It ends by inviting the recipient to log back in.
Day 81 day laterOnboardinguseful featureThe Balsamiq team introduces ways its AI feature can help create and edit wireframes and turn them into prototypes. It encourages the new user to log back in and try it.
Day 91 day laterTrial ending[ACTION REQUIRED] Your Balsamiq trial ends in 2 daysBalsamiq reminds the recipient that their 14-day trial ends in two days and encourages them to choose a paid plan. It explains per-editor pricing and the option for teammates to join as free reviewers.

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