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Email examplesSequencesRechnung

Rechnung onboarding

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

Clone this sequencePreview it for your brand
  1. Day 0First email
    Email 1 · WelcomeIhr buhl:Konto ist jetzt aktiv!
  2. Day 0Same day
    Email 2 · WelcomeHerzlich willkommen bei WISO MeinBüro!Deine Einstiegshilfe und nützliches Wissen für Unternehmer.
  3. Day 33 days later

What each email does

  1. Day 0First emailWelcomeIhr buhl:Konto ist jetzt aktiv!Confirms that the recipient’s buhl:Konto is active and explains where to find the phone PIN needed for support calls. It closes with a welcome and customer-support information.
  2. Day 0Same dayWelcomeHerzlich willkommen bei WISO MeinBüro!Welcomes new users and explains that a series of emails will help them get started with the accounting software. It encourages them to create their first invoice and points to guides, the handbook, and other resources.
Email 3 · OnboardingFehlt noch was? Vervollständige deine FirmendatenVervollständige deine Firmendaten.
  • Day 41 day later
    Email 4 · OnboardingDie Basis für deine Rechnungen: Kunden & Leistungen anlegenDeine ersten Stammdaten anlegen.
  • Day 51 day later
    Email 5 · OnboardingArbeiten, wo du willst: So funktioniert esSo nutzt du WISO MeinBüro auch unterwegs.
  • Day 61 day later
    Email 6 · OnboardingE-Rechnungen in WISO MeinBüro:Das musst du rechtlich beachten.
  • Day 71 day later
    Email 7 · OnboardingArtikel und Bestände im Blick: So geht’sPreise, Mengen und Artikeldaten einfach verwalten.
  • Day 33 days later
    OnboardingFehlt noch was? Vervollständige deine FirmendatenEncourages new users to complete their company details and connect online banking so the software is ready to use. It also points to help resources and a paid license.
  • Day 41 day laterOnboardingDie Basis für deine Rechnungen: Kunden & Leistungen anlegenGuides new users through setting up customer and item master data so they can create offers and invoices more smoothly. It also points to help resources and a paid license.
  • Day 51 day laterOnboardingArbeiten, wo du willst: So funktioniert esIntroduces the mobile app and explains how it helps users manage invoices, tasks, income, and expenses while away from the office. It links to setup instructions and other resources, then invites readers to secure a license.
  • Day 61 day laterOnboardingE-Rechnungen in WISO MeinBüro:Die E-Mail führt neue Nutzer in das Thema E-Rechnungen ein, erklärt wichtige rechtliche Anforderungen und zeigt, wie sie mit WISO MeinBüro erstellt werden. Sie verweist außerdem auf weitere Hilfsangebote und eine Jahreslizenz.
  • Day 71 day laterOnboardingArtikel und Bestände im Blick: So geht’sThe email guides new users through managing inventory and supplier orders in WISO MeinBüro. It links to feature explanations, a handbook, and other resources.
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