ResourceSpace onboarding

7 emails over 14 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeWelcome to ResourceSpace. Let's get started!
Day 22 days later
Email 2 · OnboardingThanks for requesting your free 10GB of DAM storage
Day 53 days later
Email 3 · Activation nudgeBook your free onboarding session and get the most from ResourceSpace
Day 72 days later
Email 4 · Feature tipCase Study: Aberlour Children's Charity
Day 81 day later
Email 5 · OnboardingManage your metadata with these ResourceSpace features
Day 113 days later
Email 6 · OnboardingReady to customise your ResourceSpace installation?
Day 143 days later
Email 7 · Feature tipFind what you're searching for with ResourceSpace!

What each email does

Day 0First emailWelcomeWelcome to ResourceSpace. Let's get started!Welcomes the new user, confirms their ResourceSpace Free Cloud installation is ready, and provides login details. It also points to setup guides and offers a product tour.
Day 22 days laterOnboardingThanks for requesting your free 10GB of DAM storageThanks the recipient for signing up for a free ResourceSpace system and invites them to book a call for help planning their setup and answering questions.
Day 53 days laterActivation nudgeBook your free onboarding session and get the most from ResourceSpaceA personal check-in asks the new user how they are getting on and notes that they have not booked a call. It offers a free session to help them get started.
Day 72 days laterFeature tipCase Study: Aberlour Children's CharityShares the background and current work of Aberlour Children’s Charity as a ResourceSpace case study. A “Read more” link invites readers to explore the story.
Day 81 day laterOnboardingManage your metadata with these ResourceSpace featuresResourceSpace introduces metadata tools for organizing digital resources, including automatic data extraction and fixed-list fields. It points new users to advanced search options and a metadata guide.
Day 113 days laterOnboardingReady to customise your ResourceSpace installation?ResourceSpace guides a new user through personalising their installation with logos and header images. It points to setup guides and offers a support package for users who would rather have experts handle the configuration.
Day 143 days laterFeature tipFind what you're searching for with ResourceSpace!ResourceSpace checks in after two weeks and explains ways to find assets, including advanced, geographic, and suggested searches. It encourages the recipient to try the advanced search tools.

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