How to write great onboarding (and other) emails

SaaStock

That has him spend his time figuring how to send the best onboarding emails. In the last over 2 years, Aaron has managed to help 80+ SaaS companies with their onboarding initiatives, bringing as much as 300% improvement in conversions. SaaS Revolution Show Growth Marketing Onboarding

A content-first approach to product onboarding

Inside Intercom

Knowing your user’s story is central to a great onboarding experience – but how do you actually tell that story ? At some point you need to write the content of your onboarding: words, sentences, value props, the works. The 6 key elements of an effective onboarding flow.

Customize your user onboarding with these 11 onboarding tools

Inside Intercom

With the release of Product Tours , our new feature for building interactive guided flows, all the critical capabilities you need for onboarding new users are now available in a single platform, Intercom. How to choose the onboarding tools you need (and avoid tool overload).

How To Effectively Onboard New SDR Hires

InsightSquared

It’s easy to say you need great onboarding, but it’s another to implement effective onboarding. On top of that, it’s easy for growing companies to push an onboarding strategy low on the list of priorities. When Bad Onboarding Strikes. The Right Way To Onboard.

A Customer Onboarding Checklist for the Digital Era

Totango

Customer onboarding is the period after a purchase when your customer is getting to know your product or service. The good news is that onboarding in the digital era has become easier; interactions happen faster, communication is streamlined, and customer success software can notify you of important events. Here’s a customer onboarding checklist that includes the various ways you can leverage the connectivity, correspondence, and automation options the information age has to offer.

The Top 5 Customer Onboarding Metrics and How to Leverage Them

Totango

Onboarding isn’t just about introductions; it’s about acceleration. Customer onboarding is the period after purchase when your customer is getting to know your product. Ideally, you want customers to get through the onboarding phase as fast as possible so they can enter the value-driven adoption phase. Generally, you should aim to complete onboarding within 30 days. So, how do you create an onboarding process that quickly links promises with actual ROI?

User onboarding strategies that work – and mistakes to avoid

Inside Intercom

That’s why we built Product Tours to assist with the job of user onboarding within your product, alongside our best-in-class in-app messaging and knowledge base products. Let’s dig into the best ways to build a comprehensive onboarding flow, plus a few common issues to look out for.

Onboarding: It’s Not Just for SaaS Companies

Rebilly | Insights Into Subscription Billing

Without a good onboarding process, it doesn’t matter how many people you get to sign up if they don’t stay. That means a good onboarding process is a crucial piece of your business strategy. So, how do you create an onboarding process that gets your customer to stick around?

Five essential onboarding tactics for complex products

Inside Intercom

The ideal onboarding experience is an easy and frictionless path to finding value. There are techniques that help to create the magic of a consumer onboarding flow in a complex product with considered actions. In onboarding, delay is the enemy of success.

Churn-informed onboarding and engagement strategies

Chart Mogul

Onboarding emails meet churn indicators. Steph Knapp discusses how you can identify and use weaknesses to optimize your overall onboarding and customer engagement strategy. You may know Steph from her Zendesk Onboarding Email Breakdown featured in our 2018 SaaS Roundup summary. She loves writing about onboarding emails and helping companies guide users to their “a-ha” moments. Using Onboarding & Content to Reduce Churn.

Churn 50

Successful employee onboarding should focus on culture

Inside Intercom

Onboarding new employees is a hard process to do well. You might think of onboarding as something you just have to check off your list, but it’s easy to forget that things which are second nature to you are totally new and unknown to someone that’s just started. I joined Intercom a few months ago as an engineering manager and onboarding for the first time in a while made me realize some things I hadn’t before. The disadvantages of the usual onboarding process.

A solid customer onboarding experience drives higher willingness to pay & retention

ProfitWell

On this episode of the ProfitWell Report, Jonathan Kim , Founder of Appcues , wants to know how a company's onboarding impacts customer willingness to pay and retention. We coded respondents perception of a company’s onboarding before measuring their willingness to pay.

Building Product Tours: The design process behind our onboarding tool

Inside Intercom

This is a story of climbing uphill for Product Tours , our recently launched onboarding tool. A high-quality customer onboarding experience is crucial for long-term growth of a business. We designed realistic onboarding flows for real products. Onboarding checklists.

Introducing C.A.R.E. – a simple framework for user onboarding

Inside Intercom

A well considered and well maintained onboarding funnel will grow your business. In software, when you think of “onboarding”, you might think of tooltip tours where customers are shown the various components on the UI via pop-ups, or you might think of empty states , where the UI is in a unique one-time only state, giving the customer guidance on how to get started. This is absolutely the wrong way to treat your onboarding. You’ll never be “finished” working on onboarding.

Onboarding for business: How to help groups of users find success

Inside Intercom

Onboarding a company to your product is different from onboarding an individual user. Onboarding for one breaks down for many. Your beautiful, linear sequence of onboarding steps might work well for individual users, but teams behave unpredictably.

6 Customer Onboarding Strategies Your Success Team Must Implement

Totango

Some companies don’t realize that to develop long-term relationships with customers, there’s an important retention step that comes after the transaction: customer onboarding. Make sure you use customer onboarding strategies to retain new customers, starting with teaching them how to use every feature of your product. 6 Customer Onboarding Strategies to Retain Customers. Best of all, a good onboarding strategy lowers the likelihood that new customers will churn.

Pipefy Onboarding Email Breakdown

SaaS Onboarding Emails

What to learn from it: Your vibe attracts your tribe Series Review Pipefy has the goods, but they need to inject a little more emotion into their onboarding emails. Have questions about SaaS onboarding emails? saas-marketing onboarding saas b2b-marketing email-marketing

How to retain more users with value-based onboarding

Inside Intercom

It’s not surprising that onboarding flows focused on demonstrating all the features of a product become leaky buckets as new customers quickly lose interest. Great onboarding starts with a clear understanding of why customers are buying your product. Growth user onboarding

Wistia Onboarding Email Breakdown

SaaS Onboarding Emails

My default for these onboarding breakdown posts is to sit back and let them play. What to learn: You don’t have to completely overhaul your onboarding series to be action-based. Send me an email at steph@stephknapp.com Ready to create or upgrade your SaaS onboarding email series?

The 7 SaaS Onboarding Sins

SaaS Onboarding Emails

SaaS onboarding isn’t as enticing as lead generation. SaaS and subscription business onboarding is a bit like dating. So how do you nail the first few dates that are SaaS onboarding? So how does one rise up to the challenge of creating an amazing onboarding series?

Zoom Onboarding Email Breakdown

SaaS Onboarding Emails

After I failed to show, there was also a “Zoom User Onboarding?—?We Send me an email at steph@stephknapp.com Ready to create or upgrade your SaaS onboarding email series? Download What to Include in a 14-Day Onboarding Email Series (And When to Send Each Email) here.

Mailchimp Onboarding Email Breakdown

SaaS Onboarding Emails

However, for the purpose of this breakdown, I captured the onboarding emails sent during my first 30 days. Have questions about SaaS onboarding emails? Send me an email at steph@stephknapp.com Ready to create or upgrade your SaaS onboarding email series?

Introducing C.A.R.E. – a simple framework for user onboarding

Inside Intercom

A well considered and well maintained onboarding funnel will grow your business. In software, when you think of “onboarding”, you might think of tooltip tours where customers are shown the various components on the UI via pop-ups, or you might think of empty states , where the UI is in a unique one-time only state, giving the customer guidance on how to get started. This is absolutely the wrong way to treat your onboarding. You’ll never be “finished” working on onboarding.

Sales ops offer tips for onboarding new technology vendors

InsightSquared

To help you roll out the new technology your sales leadership just purchased, I’ve outlined some general guidelines you can follow to help the organization onboard a vendor successfully. . Guest blog by Joe Rodden, Sales Systems Manager at Catalant Technologies.

Onboarding your first Sales Hire as an Entrepreneur

For Entrepreneurs with David Skok

In today’s blogpost I would like to introduce my partner for Zero to 100, Stephanie (Schatz) Friedman. Stephanie has been an executive in 3 successful startups and was most recently the SVP of Sales and Customer Success at Xamarin which has since been acquired by Microsoft. Stephanie joined Xamarin as its first non-engineering hire in. Recruiting SaaS Sales Startup Help Customer Success Growth Hiring Sales and Marketing

4/23: personalized product tours: are you onboard?

ProfitWell

Fully Onboard with Intercom Product Tours. Now, you can relay your product’s value with interactive, personalized, and relevant onboarding easier than ever before. Product Tours brings Intercom's onboarding capabilities to the next level with a few simple, yet powerful, solutions.

From First Mile To Nth: Onboarding Beyond User Onboarding

Chargebee

User onboarding is crafting the first mile of a user’s journey with your product. Can you apply everything that works within it to your nth

What are some best practice SaaS onboarding processes for enterprise customers?

Net-Results

The post What are some best practice SaaS onboarding processes for enterprise customers? Quora Answers onboarding process SaaS enterprise saas marketingWhen you’re dealing with enterprise customers, any major SaaS purchase is going to have a ripple effect through the organization.

From conversion to retention: industry experts on improving your onboarding

Inside Intercom

If your product is to survive and your business is to grow, improving your user onboarding must always be top of mind. First, onboarding is the one thing that every user of your product experiences. Secondly, just as Ruairí wrote recently , your onboarding strategy must adapt over time as your product and business evolve. This week, we’re pulling together some of their sharpest insights to help you take stock of and improve your own onboarding.

Onboarding Presentation at Segment Synapse Conference

Casey Accidental

I recently spoke at Segment’s Synapse conference on onboarding. Uncategorized activation analytics onboarding presentations research retentionIt expands on some of the content I’ve written on this blog. You can view the video below.

How the Agile Approach Can Ramp Up Sales Onboarding

Sales Hacker

Sales onboarding – every company does it, but few do it as well as they’d like. According to a report from The Sales Management Association, 62% of companies consider themselves to be ineffective at onboarding. 4 Steps of Agile Onboarding. Agile Onboarding Best Practices.

Time-Based vs. Action-Based Onboarding Emails

SaaS Onboarding Emails

Is it better to let an onboarding series run its course, or wait for a trial user to act? I often use this space to explore entire onboarding sequences in great detail. However, I started to get a few questions about time-based versus action-based onboarding.

What Should Your Onboarding Emails Talk About?

SaaS Onboarding Emails

This post is featured in my onboarding email newsletter, Get Your SaaS On Board , but a similar thought process could be used for many SaaS email marketing sequences. Support the habit Finally, your onboarding emails should help create and support the habit of using your tool.

The Practical Guide to User Onboarding

Upscope

What user onboarding is proven to work? There's a lot of advice so we'll take a look at specific practical examples of things companies did to improve their user onboarding including emails, UX and remembering that it's still sales. What onboarding emails have worked for companies?

Mint Onboarding Email Breakdown

SaaS Onboarding Emails

Have questions about SaaS onboarding emails? Send me an email at steph@stephknapp.com Ready to create or upgrade your SaaS onboarding email series? Download What to Include in a 14-Day Onboarding Email Series (And When to Send Each Email) here.

Salesforce Onboarding Email Breakdown

SaaS Onboarding Emails

Ever wondered how they tackle onboarding? Below we’ll break down the free trial onboarding series for Salesforce, one email at a time. However, are those really the users you want to try and onboard anyway? Have questions about SaaS onboarding emails?

monday.com Onboarding Email Breakdown

SaaS Onboarding Emails

Many of the other onboarding series I’ve recorded have been delivered in the morning, but monday mostly sent emails at night. By stating that they’ll “be in touch,” the user knows there will be more information and onboarding emails to come. Have questions about SaaS onboarding emails?

Zendesk Onboarding Email Breakdown

SaaS Onboarding Emails

By aligning the email content with the progressing customer onboarding experience, the information would deliver greater impact. Have questions about SaaS onboarding emails? Send me an email at steph@stephknapp.com Ready to create or upgrade your SaaS onboarding email series?

Putting the User Back in User Onboarding

Chargebee

Figuring out what makes it into your user onboarding flow is incredibly hard. Here’s the gap we discovered in user onboarding and the framework we developed to bridge it

Is Frictionless Onboarding Worth the Risk?

Agile Payments

If you’ve considered becoming a Payment Facilitator (PayFac) for your SaaS customer base, you’re familiar with the term “KYC,” or Know Your Customer. As the payment processing industry continues its trend of explosive growth, however, KYC might be more accurately termed “CYA.”.

Appcues’ Jonathan Kim on the Art of Onboarding [Podcast]

OpenView Labs

Most companies don’t have an intentional onboarding experience; users are just dropped into a dashboard full of zeros. Their Co-founder & CEO, Jonathan Kim, explains how to master the art of a meaningful onboarding experience through personalization and humanization. You’ll also find out how to maximize impact if you’re designing onboarding for the first time.

What it Means to Have a Successful Onboarding Email Series

SaaS Onboarding Emails

First of all, let’s take a moment to realize that onboarding doesn’t happen in a vacuum. Just know there’s a whole world of onboarding that you can add within your product, but that’s a topic for another time. The effectiveness of future onboarding is rooted in your sales process.

3 Tips to Onboard Your CSM and Speed Up Their Time to Value

ChurnZero

The difference between an effective and ineffective employee onboarding experience determines the long-term success of a new Customer Success Manager (CSM). When done right, proper onboarding can be a secret weapon for scaling your Customer Success function.