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Email examples Sequences Dext

Dext onboarding

6 emails over 5 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeWelcome to Dext
Day 0Same day
Email 2 · WelcomeWelcome to Dext! Let's get started 😎Let's get your accounting software linked up
Day 11 day later
Email 3 · OnboardingYour Product Training Awaits. ✨Explore our Video Library or join our next live webinar
Day 21 day later
Email 4 · OnboardingTurn 5 hours into 5 minutesSnap receipts with 99.9% accuracy.
Day 31 day later
Email 5 · OnboardingAutomate the admin with line item extraction.It’s a small feature with a big impact on your workload
Day 52 days later
Email 6 · OnboardingDon’t waste time categorising every invoiceFind out with this one incredible feature.

What each email does

Day 0First emailWelcomeWelcome to DextWelcomes the new user and introduces ways to capture, manage, and approve financial documents across web, mobile, WhatsApp, and email. It includes personalized document submission addresses and a button to log in.
Day 0Same dayWelcomeWelcome to Dext! Let's get started 😎Welcomes new users and encourages them to connect their accounting software as the first setup step. It also points to a live demo and a getting-started guide.
Day 11 day laterOnboardingYour Product Training Awaits. ✨Dext guides new users toward getting started with a step-by-step video library and quick-start resources. It also highlights the time-saving benefits of the platform.
Day 21 day laterOnboardingTurn 5 hours into 5 minutesDext highlights how its document capture can save time, then directs new users to a demo and quick-start resources. It also encourages them to log in and submit their first item.
Day 31 day laterOnboardingAutomate the admin with line item extraction.Introduces Line Item Extraction and encourages new users to try it in their Dext account. It also offers quick-start videos and a setup guide.
Day 52 days laterOnboardingDon’t waste time categorising every invoiceIntroduces Supplier Rules as a way to automatically categorise repeat invoices and receipts. It points new users to a short video and quick-start resources for learning the feature.

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