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Sequences

  • What is a Sequence?
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Best Tools

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Resources

  • About Sequenzy
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Email examplesSequencesBubbles

Bubbles onboarding

11 emails over 26 days, counted from the day we signed up.

Clone this sequencePreview it for your brand
  1. Day 0First email
    Email 1 · Activation nudgeLink Your AccountLink your calendar to sync the notetaker
  2. Day 0Same day
    Email 2 · Activation nudgeYour calendar is blockedEnable your meeting action items and key insights
  3. Day 11 day later

What each email does

  1. Day 0First emailActivation nudgeLink Your AccountBubbles asks the new user to link a work calendar so its notetaker can automatically take notes. It reassures them that they can control recording settings for individual meetings.
  2. Day 0Same dayActivation nudgeYour calendar is blockedReminds a new user to connect their work calendar so Bubbles can support meeting notes and insights. It addresses recording and privacy concerns before presenting the connection button.
Email 3 · Activation nudgeWork with/without BubblesOnce you use it, it's hard to go back.
  • Day 21 day later
    Email 4 · OnboardingAccount alert: link your calendar to make the notetaker workLink your calendar to make the notetaker work
  • Day 42 days later
    Email 5 · OnboardingMeeting summary example -- here's what you'll getIncludes your action items, teammate action items, summary blurb, and more
  • Day 73 days later
    Email 6 · Activation nudgeYour peers are using Bubbles for notesEnable your meeting action items and key insights
  • Day 114 days later
    Email 7 · Trial endingDon't lose your data in 3 days!Upgrade [First name] Studio to keep enjoying access to inactive notetaker meetings, bubbles, private channels, and more grade [First name] Studio to keep enjoying Bubbles Pro access
  • Day 11Same day
    Email 8 · Activation nudgeMeeting notes exampleHere's an example meeting summary
  • Day 132 days later
    Email 9 · Trial endingDon't lose your data in 1 day!Upgrade [First name] Studio to keep enjoying access to inactive notetaker meetings, bubbles, private channels, and more grade [First name] Studio to keep enjoying Bubbles Pro access
  • Day 163 days later
    Email 10 · Activation nudgeUrgent: add your calendar to keep your accountWe’re currently unable to improve your meetings with Notetaker.
  • Day 2610 days later
    Email 11 · Activation nudgeChecking in (+ reward)
  • Day 1
    1 day later
    Activation nudgeWork with/without BubblesReminds a new user to add their calendar to finish setting up the AI Notetaker. It briefly explains the benefit and offers a single button to continue signup.
  • Day 21 day laterOnboardingAccount alert: link your calendar to make the notetaker workBubbles explains that connecting a calendar lets its notetaker join future meetings, while reassuring the user they control recording settings. A single button takes them to link their calendar.
  • Day 42 days laterOnboardingMeeting summary example -- here's what you'll getPreviews the meeting summaries subscribers can receive, including action items and a summary blurb. It explains calendar and sharing controls, then prompts the reader to connect a work calendar.
  • Day 73 days laterActivation nudgeYour peers are using Bubbles for notesBubbles reminds a new user to connect their calendar to finish setting up meeting notes. It uses peer adoption as reassurance and explains that recording controls remain in the user's hands.
  • Day 114 days laterTrial endingDon't lose your data in 3 days!Bubbles tells the recipient their Pro trial ends in three days and compares Basic and Pro features. It asks them to add a payment method to keep Pro access.
  • Day 11Same dayActivation nudgeMeeting notes exampleReminds a new user who has not connected a calendar that the Notetaker needs one to join meetings. Shows the value of meeting summaries and action items, then prompts them to connect their calendar.
  • Day 132 days laterTrial endingDon't lose your data in 1 day!Bubbles warns that the recipient’s Pro trial ends tomorrow and asks them to add a payment method to retain access. A feature comparison shows what Pro offers beyond the Basic plan.
  • Day 163 days laterActivation nudgeUrgent: add your calendar to keep your accountBubbles reminds an inactive new user to connect a work calendar so its Notetaker can join meetings. It gives a seven-day deadline to complete setup and keep the account.
  • Day 2610 days laterActivation nudgeChecking in (+ reward)Bubbles’ founder personally checks in with a new user who has not connected a calendar, explains why it is needed, and offers an additional 30 days of Pro for connecting one.
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