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SaaS Onboarding Emails

Better guide customers through the onboarding experience when you organize your email outreach, automate sends, and schedule follow-ups with Funnelfly.

The Importance of Sending SaaS Onboarding Emails

First impressions are incredibly important. New customers create a potential revenue stream and the chance to strengthen your brand’s image. But those chances are lost when you don’t welcome them into your product. Ensure that new customers use and love your product by sending onboarding emails — a great way to welcome new users, provide security tips, answer common questions and highlight special features.

So, how do you send an excellent welcome email? You can start by researching what to include and omit in your onboarding email. 

Desk with computer and hands over a notebook.

SaaS onboarding emails are emails sent to new customers to help them familiarize themselves with your products. These messages provide an opportunity to inform new users about the benefits of your product and assist in making their first experience a smooth one. This is vital because it’s one of the main factors that determine whether or not they remain active on your platform.

SaaS onboarding emails are akin to welcome emails. They create a strong foundation for a good customer relationship when done correctly.

Factors To Consider When Sending SaaS Onboarding Emails

Creating an onboarding email that converts into paying customers is no simple feat — it requires more than a simple ‘thank you’ and some generic information about how your product works. It also needs to be tailored to directly show the value of your software to your customer, as well as what they can do with it right away.

Automated or Human Onboarding Emails

Email marketing recipients usually know how to identify an automated email. That doesn’t mean you have to craft each welcome email to give it that personal touch. It’s unlikely that someone can look at all the sign-ups and then craft and send a quick message to each new user. 

The next best thing is to make your SaaS onboarding email feel more human. Doing so will give the impression that a real person sent the message. It will also make customers feel like you’re available to offer support throughout their journey. 

So, how do you make your copy sound more human? A simple way to make your emails more personable is to avoid industry jargon and acronyms. People may not understand them, making you seem impersonal.

Tone of Voice

Determine the voice you will use for your onboarding emails. Do you want to portray your brand as playful and quirky or serious? Your tone of voice will affect the customers’ perception of your business. It will also determine how they interact with your company.

So, before you begin writing the email, first choose your voice. Start by researching the phrases and language styles that your customers use. Then incorporate that into your copy. The result? Clients will relate to your brand, and your content will feel more engaging.

Choose an appropriate tone of voice right from the start. It will help you communicate effectively, making the onboarding process easier. 

Reply Or No-Reply Emails

The onboarding process becomes smoother when you reduce friction. No-reply onboarding emails can cause friction. To create the best SaaS onboarding emails, avoid no-reply messages. 

Instead, give people a chance to reply. If you don’t, and a customer needs to reach you, they’ll have to find another way. This can feel like too much work, and the user may simply give up.  

The 5 Best SaaS Onboarding Emails

There are a variety of welcome emails out there that you can choose from. Here are five of the best SaaS onboarding emails.

Welcome Emails

Onboarding welcome emails are a classic. They’re tried and true and have one of the highest open rates. Welcome emails usually serve as the first point of contact between your company and a new user. So it helps to put some thought into it.

When you make a good impression with a welcome email, it will have a ripple effect. A customer will be more likely to open future messages. 

Here are some golden rules for crafting a great welcome email:

  • Keep it simple (greet the client and welcome them)
  • Include information on what they should expect
  • Provide a CTA 

Next Steps Email

A next steps email provides users with actions they should take. It’s suitable for use when the steps are easy to complete in one go. Once users complete the actions, they’ll feel a sense of achievement. 

However, be careful employing this method if your next steps are complex. You risk overwhelming users and having them give up. 

Call to Action Email

A call to action (CTA) prompts someone to take a specific action. In email marketing, including a CTA ensures you get the desired results. 

When crafting a call-to-action onboarding email, keep it simple. For example, you can include one CTA for each SaaS onboarding email. Doing so keeps users from feeling confused about what to do next. 

A simple CTA email is an effective one. Customers won’t feel overwhelmed and will complete the desired steps. 

Reward Email

Reward onboarding emails include gifts for your users. For example, in the email, you can inform a customer of how many free trials they have remaining. A reward email helps incentivize users to take the next steps.

In the email, you can include a breakdown of the benefits a client will reap from using a free trial. Doing so reinforces your product’s value in the user’s life. 

One benefit of using reward emails is getting a bigger audience. A customer will likely recommend your business to others if you offer rewards. Other advantages are customer retention and increased revenue.

Know Your Customer Email

A getting-to-know-your-customer email is vital in understanding your user’s needs. It lets you know why the customer sought you out.

For such an email, you can start by welcoming the new user to the platform. Then, provide some insight into how they’ll benefit from your product. Remember to keep it simple. You can then include a link with text such as, “Tell us how you intend to use our platform.” 

Such an email lets your users know you value their input. It also informs your customers that you want to understand and meet their needs.

The Bottom Line

Welcome emails help businesses to get to know their users. They also make the onboarding process for new users easier while reinforcing the value of your product. Onboarding emails are an important part of your product’s user experience because they help new users feel prepared and in control — helping them to successfully integrate into your product.