InferEdge onboarding

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

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Day 0First email
Email 1 · WelcomeWelcome to InferEdge, your account has been createdYour account is active. Choose how you'd like to get started.
Day 0Same day
Email 2 · WelcomeYour InferEdge trial has begunYour trial is now active. Here's how to get started.
Day 44 days later

What each email does

Day 0First emailWelcomeWelcome to InferEdge, your account has been createdConfirms the recipient’s account is active and introduces InferEdge’s AI platform for investment professionals. A single call to action invites them to get started.
Day 0Same dayWelcomeYour InferEdge trial has begunConfirms the recipient's seven-day trial is active and highlights the research tools included. It points them to get started and notes that a reminder will arrive before the trial ends.

Trial endingYour InferEdge trial is ending soonInferEdge tells the recipient their free trial ends in two days and invites them to upgrade. It also offers sales support for enterprise requirements.

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