Expensify onboarding

7 emails over 33 days, counted from the day we signed up.

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Day 22First email
Email 1 · OnboardingWelcome to Expensify
Day 22Same day
Email 2 · Activation nudgeQuick update: add a payment card
Day 253 days later
Email 3 · Activation nudgeKeep your books updated—connect your accounting package
Day 272 days later
Email 4 · Feature tipDownload Expensify on your iOS or Android device
Day 292 days later
Email 5 · Activation nudgeReady to SmartScan your first receipt?
Day 323 days later
Email 6 · Activation nudgeTell me who to collect receipts from in [First name] [First name]'s Workspace
Day 331 day later
Email 7 · Activation nudgePay bills in Expensify — add your company email

What each email does

Day 22First emailOnboardingWelcome to ExpensifyExpensify introduces its Concierge as a helper for setup, questions, and expense updates. A single button opens the app to start a chat.
Day 22Same dayActivation nudgeQuick update: add a payment cardExpensify Concierge reminds the recipient to add a payment card so the account can continue working without interruption. It offers a single button to complete the setup.
Day 253 days laterActivation nudgeKeep your books updated—connect your accounting packageExpensify prompts the recipient to connect an accounting package to finish expense coding and enable automatic syncing. It provides one main action and a reply option for help.
Day 272 days laterFeature tipDownload Expensify on your iOS or Android deviceEncourages users to download the Expensify mobile app to capture receipts and submit expenses from their phones. Directs them to the app stores with a single download button.
Day 292 days laterActivation nudgeReady to SmartScan your first receipt?Encourages the recipient to scan their first receipt in the Expensify app. It explains that SmartScan extracts receipt details without manual typing and provides a direct call to action.
Day 323 days laterActivation nudgeTell me who to collect receipts from in [First name] [First name]'s WorkspaceExpensify asks the recipient to name the employees whose receipts should be collected. It offers to handle setup after they invite those employees.
Day 331 day laterActivation nudgePay bills in Expensify — add your company emailEncourages the recipient to add a company email address to their account so suppliers can send bills to Expensify for processing. A single button leads to bill payment setup.

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