Ellty onboarding

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

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Day 0First email
Email 1 · WelcomeWelcome to Ellty, [First name] - here's where to start
Day 0Same day
Email 2 · WelcomeQuick hello - I'm here if you need anything
Day 0Same day
Email 3 · OnboardingYour Data Room is ready - takes 5 min to set up
Day 0Same day
Email 4 · OnboardingRe: Quick hello - one tip to get started
Day 22 days later
Email 5 · OnboardingHere's what you can do with Ellty
Day 42 days later
Email 6 · Activation nudgeRe: Quick hello - what's holding you back?
Day 62 days later
Email 7 · Activation nudgeHow a team stopped guessing who read what
Day 6Same day
Email 8 · Activation nudgeRe: Quick hello - just checking in
Day 82 days later
Email 9 · Activation nudgeYour trial is halfway - one thing to do this week

What each email does

Day 0First emailWelcomeWelcome to Ellty, [First name] - here's where to startWelcomes new users with a 14-day trial and a simple three-step guide to creating and sharing a data room. It highlights document-viewing insights and invites the recipient to create their first data room.
Day 0Same dayWelcomeQuick hello - I'm here if you need anythingAshley introduces herself as the recipient’s onboarding specialist and offers help during the trial. She lists a few ways she can assist and invites the recipient to reply with their goals or questions.
Day 0Same dayOnboardingYour Data Room is ready - takes 5 min to set upGuides new users through creating their first Data Room, uploading documents, setting permissions, and sharing a secure link. A single call to action invites them to get started.
Day 0Same dayOnboardingRe: Quick hello - one tip to get startedAshley shares a practical tip for getting started: share a document as a secure link to track whether it is opened and viewed. The note explains how this can replace a follow-up email.
Day 22 days laterOnboardingHere's what you can do with ElltyEllty explains how a Data Room helps users securely share and track documents, then walks through the steps to create one and invites them to get started.
Day 42 days laterActivation nudgeRe: Quick hello - what's holding you back?Ashley checks in because the recipient has not created a data room yet. She offers to help with any obstacles and invites them to reply.
Day 62 days laterActivation nudgeHow a team stopped guessing who read whatA week into the trial, Ellty shares a customer example and prompts the recipient to share their first data room link. It notes that seven trial days remain and offers help by reply.
Day 6Same dayActivation nudgeRe: Quick hello - just checking inAshley checks whether the recipient has created a Data Room and offers help by email if they are unsure where to start.
Day 82 days laterActivation nudgeYour trial is halfway - one thing to do this weekEllty encourages a trial user to create a Data Room, upload a document, and share it with someone while full access is still available. It breaks the first step into a short checklist and offers help by reply.

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