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Next.js
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Python
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How to Start
Strategy Guide
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Transactional Email
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Email examples Sequences Smartsheet

Smartsheet onboarding

4 emails over 11 days, counted from the first email.

Clone this sequence Preview it for your brand

Day 0First email
Email 1 · OnboardingYour Smartsheet trial is live!Here are some top tips and resources leveraged by professionals to stay organized and stay ahead.
Day 33 days later
Email 2 · OnboardingTrack progress and milestone updates at a glanceUse reports and dashboards to keep execs and key team members updated.
Day 74 days later
Email 3 · OnboardingBring your tech stack to one placeIntegrate your favorite tools for a cleaner way to multitask and manage conversations
Day 114 days later
Email 4 · OnboardingSave valuable time with a little automagicEliminate repetitive and manual tasks to focus on the important things.

What each email does

Day 0First emailOnboardingYour Smartsheet trial is live!Smartsheet welcomes the recipient to their trial and encourages them to explore their workspace. It points them to beginner resources, the Help Center, and the Smartsheet Community.
Day 33 days laterOnboardingTrack progress and milestone updates at a glanceIntroduces reports and dashboards as ways to share project progress and keep stakeholders informed. Guides the reader toward building a report and choosing a plan.
Day 74 days laterOnboardingBring your tech stack to one placeIntroduces popular integrations that bring collaboration tools into Smartsheet. It highlights several use cases and invites the reader to explore integrations or choose a plan.
Day 114 days laterOnboardingSave valuable time with a little automagicIntroduces workflow automations as a way to reduce repetitive work, then explains three ways to use them. It also invites the reader to start automating or choose a plan.

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