HeySummit onboarding

7 emails over 11 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeTurn your event idea into registrationsShape the event you started into something people understand, trust, and want to join.
Day 11 day later
Email 2 · OnboardingFree, paid, or both?Three simple ways to structure access, replays, and revenue.
Day 32 days later
Email 3 · OnboardingLive, pre-recorded, or both?Choose a format that suits your content, your speakers, and the event you want to run.
Day 52 days later
Email 4 · OnboardingSee your event as an attendeeShape the landing page and checkout, then complete a test registration.
Day 72 days later
Email 5 · OnboardingYour attendee emails are ready to goReview the ready-made confirmations, reminders, daily digests, and wrap-up emails.
Day 92 days later
Email 6 · OnboardingConnect the tools you already useAutomatically sync new attendees to your existing CRM or email platform.
Day 112 days later
Email 7 · Feature tipLet partners grow your eventSet up trackable links and commissions without adding another affiliate platform.

What each email does

Day 0First emailWelcomeTurn your event idea into registrationsBen welcomes the new trial user and suggests the first details to add to their event page. He previews practical guidance to come and invites the recipient to reply for help.
Day 11 day laterOnboardingFree, paid, or both?Ben explains three ways to structure event tickets, including how replay access and add-ons can support revenue. The email invites the reader to plan a ticket strategy or reply for guidance.
Day 32 days laterOnboardingLive, pre-recorded, or both?Ben explains how to choose between live, pre-recorded, or mixed event formats, then encourages the new user to start shaping a programme in HeySummit. He invites them to reply for guidance.
Day 52 days laterOnboardingSee your event as an attendeeGuides a new trial user through building an event landing page, choosing branding, and configuring checkout. It recommends previewing the site and completing a test registration before opening registrations.
Day 72 days laterOnboardingYour attendee emails are ready to goBen guides new users through reviewing and personalizing the ready-made emails their event attendees will receive. A single CTA takes them to the attendee email settings.
Day 92 days laterOnboardingConnect the tools you already useBen explains how to connect a CRM or email platform so new event attendees sync automatically. The email outlines what HeySummit handles versus the connected platform and recommends setting up the connection before promoting an event.
Day 112 days laterFeature tipLet partners grow your eventExplains how to invite affiliates, track event registrations, and set commissions using HeySummit’s built-in tools. Encourages setting up affiliates before promotion begins.

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