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Email examples Sequences Fundrise

Fundrise onboarding

5 emails over 2 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeYou’re in! See how it works.Let’s get started on building your portfolio of private assets like real estate and private credit.
Day 0Same day
Email 2 · Activation nudgeWe saved your spot…Complete your account setup with Fundrise.
Day 0Same day
Email 3 · WelcomeNeed some help getting started?You’re steps away from maximizing your portfolio
Day 11 day later
Email 4 · Activation nudgeYour capital isn't compounding yet.Finish your account and start your investment journey.
Day 21 day later
Email 5 · OnboardingWhy we've always believed in the 50/30/20 portfolio modelMarket disruptions are driving investors toward alternative assets and the institutional 50/30/20 portfolio model. This broader shift towards investing in alternatives will likely seem all too familiar to Fundrise investors ...

What each email does

Day 0First emailWelcomeYou’re in! See how it works.Welcomes new investors and explains how to start an account, choose a portfolio strategy, and make an investment. It introduces Fundrise’s real estate and private credit offerings and highlights its VCX fund.
Day 0Same dayActivation nudgeWe saved your spot…Fundrise prompts a new signup to complete setup and make their first investment. It highlights the low minimum and access to private markets, then directs them to continue.
Day 0Same dayWelcomeNeed some help getting started?Introduces Fundrise’s private real estate and private credit investments, explaining that investors can get started with a low minimum. It ends with a prompt to begin investing.
Day 11 day laterActivation nudgeYour capital isn't compounding yet.Fundrise reminds a new subscriber to finish setting up their account and begin investing. The email highlights the low starting amount and provides one prominent setup button.
Day 21 day laterOnboardingWhy we've always believed in the 50/30/20 portfolio modelExplains why Fundrise favors a 50/30/20 portfolio with an allocation to alternative assets, using market trends and institutional investing as context. It encourages new subscribers to invest or get started.

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