User Onboarding Sequence
A series of automated emails guiding new users from signup to becoming active, successful customers.
Definition
A user onboarding sequence is an automated series of emails sent to new users during their first days or weeks. The sequence guides users through initial setup, introduces key features, provides tips for success, and drives them toward activation. For SaaS products, onboarding sequences are often the most impactful email automation you can build.
Why It Matters
First impressions determine whether signups become customers. Most new users need guidance to reach value, and they will not figure it out on their own. A strong onboarding sequence dramatically increases activation rate, trial conversion, and long-term retention. Neglecting onboarding means losing users you already paid to acquire.
How It Works
Map the steps users need to complete to reach activation. Design emails that guide them through each step, starting with the most critical. Trigger emails based on time since signup and user behavior. Skip or modify messages based on what users have already completed. Measure activation rate as the success metric.
Best Practices
- 1Start the sequence immediately after signup with a quick win
- 2Focus each email on one specific action
- 3Personalize based on signup source, plan, and completed steps
- 4Use behavioral triggers, not just time delays
- 5Include direct links to exactly where users need to go
- 6Show progress and celebrate completed steps
- 7Test and iterate based on activation rate changes
- 8End the sequence when users activate, not at a fixed time
Adaptive Onboarding
Build onboarding sequences that adapt based on user progress. Sequenzy tracks which steps users complete and adjusts the sequence accordingly.
Learn More