Preset onboarding

13 emails over 15 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeWelcome to Preset, [First name]!
Day 11 day later
Email 2 · OnboardingYour Preset Trial
Day 32 days later

What each email does

Day 0First emailWelcomeWelcome to Preset, [First name]!Introduces Preset as a data exploration and visualization platform, then points new users to example dashboards, chart types, and interactive dashboards. It previews a two-week series of tips and links to training and a quick start guide.
Day 11 day laterOnboardingYour Preset TrialA personal note offers help with getting started, including answering questions and arranging a demo or technical review. It asks what the recipient hopes to accomplish and invites them to schedule a call or reply directly.

OnboardingPresets API and Embedded DashboardsA personal check-in asks whether the recipient has hit any roadblocks during their trial, then introduces API and embedded-dashboard capabilities. It invites them to book a conversation or technical demo.

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