Ready-to-Use Templates
Copy these templates and customize them for your needs. Each includes HTML and plain text versions.
Welcome to {{productName}} — here's your first step
Get started in 2 minutes.
Quick: finish your {{productName}} setup (2 min)
You're almost there.
Have you tried {{featureName}} yet?
This is what makes {{productName}} click.
How {{customerCompany}} uses {{productName}}
A quick story from a company like yours.
Need help getting started, {{firstName}}?
I noticed you haven't finished setting up.
Best Practices
One action per email. Don't overwhelm new users with feature lists.
Focus on outcomes, not features. 'Send your first campaign' beats 'explore the campaign builder.'
Send from a real person (founder or customer success), not 'noreply@company.com.'
Stop the sequence when the user activates — don't keep sending setup emails to active users.
Use behavioral triggers: skip the setup reminder if they've already completed it.
Common Mistakes
Sending a 'feature tour' email on day 1 — users need one action, not a product manual.
Generic welcome emails that don't tell the user what to do next.
Sending the same sequence to all users regardless of their progress.
No personal check-in — automated sequences without a human touch feel robotic.
Subject Line Examples
Timing & Performance
Personalization Tips
One Email, One Action
Each onboarding email should ask the user to do exactly one thing. "Complete your profile, invite your team, and send your first campaign" is three emails worth of asks crammed into one. Pick the most important next step and focus on that.
Stop When They Activate
Nothing kills the new-user experience faster than getting "finish your setup" emails after you've already set everything up. Use behavioral triggers to stop the sequence the moment the user hits your activation milestone.
The Day 7 Check-In Is Gold
If a user hasn't activated by day 7, a personal check-in from the founder or CS team gets more responses (and saves more trials) than any automated email. Ask what's blocking them — the answers improve your product too.
Build Beautiful Email Sequences for Your SaaS
Sequenzy helps SaaS founders create automated email sequences that convert. From onboarding to retention - all in one platform.