Klipfolio onboarding

5 emails over 12 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeWelcome to PowerMetrics, [First name]Your PowerMetrics trial starts now
Day 11 day later
Email 2 · OnboardingThe fastest way to your first metricThe fastest way in is an instant metric from a tool you already use.
Day 32 days later

What each email does

Day 0First emailWelcomeWelcome to PowerMetrics, [First name]Welcomes the recipient to PowerMetrics and explains the goal of the 30-day trial: connect data, define key metrics, and align the team. It points new users to setup resources and invites them to reply with questions.
Day 11 day laterOnboardingThe fastest way to your first metricGuides new users toward their first metric by connecting a familiar data source or exploring sample metrics. It also points to metric-selection advice, documentation, and in-app help.

OnboardingStill in spreadsheets? Here's how to make them work for youShows new users how to connect Excel or Google Sheets to PowerMetrics and turn spreadsheet data into trusted metrics. It offers video guides and a sign-in button to help them get started.

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