Capsulecrm onboarding

8 emails over 22 days, counted from the day we signed up.

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Day 14First email
Email 1 · OnboardingWelcome to Capsule
Day 162 days later
Email 2 · OnboardingAdd contacts to make the most of Capsule
Day 171 day later

What each email does

Day 14First emailOnboardingWelcome to CapsuleCapsule introduces its CRM and shares account access details, then encourages the recipient to invite teammates. It also points to customer support and upcoming setup guides.
Day 162 days laterOnboardingAdd contacts to make the most of CapsuleCapsule guides a new user through adding or importing contacts as a first setup step. It points to a short video and invites the recipient to reply with questions.

OnboardingCustomize Capsule for your unique needsJade introduces ways to customize Capsule, from custom fields to branding and task categories. The email points to a short video and support resources to help the recipient tailor the CRM to their business.

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