ZipBooks onboarding

4 emails over 4 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeWelcome to ZipBooks!
Day 11 day later
Email 2 · OnboardingZipBooks Tip 1 (of 3) – Smart invoicing is more profitable
Day 32 days later

What each email does

Day 0First emailWelcomeWelcome to ZipBooks!ZipBooks welcomes new users and shares recommendations for getting started, including enabling payments and connecting bank accounts. It highlights the time-saving benefits of these tools and links to setup help.
Day 11 day laterOnboardingZipBooks Tip 1 (of 3) – Smart invoicing is more profitableZipBooks shares three evidence-backed practices for creating better invoices and points new users to its Invoice Quality Score and other account resources. It also previews more tips to come.

OnboardingZipBooks Tip 2 (of 3) – Bring your team into ZipBooksThe second email in a three-part tips series introduces team permissions and time tracking. It guides new users to add teammates and points to related setup resources.

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