7 Ready-to-use Customer Onboarding Email Templates

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One of the biggest reasons that people don’t send onboarding emails to their customers is they get stumped as to what to write. That’s why in this post we’re sharing seven ready to use customer onboarding email templates to help spark your creative juices.

Before we get to that you may wonder what’s the big deal? Why should I even keep a swipe file of customer onboarding email templates?

The simple fact is, once a customer signs up for your product, they need a little hand holding if you want to keep them around. And, your onboarding emails can be the key to minimizing your time to value (TTV). The faster you can show your customer the value they expected, the better!

While you may not want to simply copy and paste these templates for your own onboarding sequence, we hope it helps you kick start your copywriting efforts.

1. New Signup Email – Sent on the day of sign up

Dear [First Name],

Welcome to ABC software family! We look forward to helping you crush your goals with our software.

To help you get the most out of your experience, would you mind replying to this email to tell us why you signed up for ABC? We want to give you the best chance of success, and sharing what you hope to get out of it helps us make it happen.

Thank you again for choosing ABC software. We are excited to have you on board and we’ll be sending you some tips and advice in the coming days. We can't wait to see what you'll achieve with our software.

Best regards,

[Your Name]

ABC software Team

P.S. If you have any questions, feel free to connect with our support team at support@abcsoftware.com or check out our comprehensive help center and community forum.

What to include in your first message:

  • Welcome the user to your software
  • Give them a simple action to take
  • Tell the what to expect from you in the near future
  • Share how they can get support

Keeping it short is key here because odds are they are going to skim it anyway.

2. Follow Up from Sign up – Typically sent the day after a user signs up

Dear [First Name],

We hope you're enjoying your experience with ABC software so far. As a follow-up to your recent sign-up, we wanted to share a quick video that will walk you through some of the best features of our software.

Watch the video here: [Insert Video Link]

This short video will help you to get up to speed quickly and give you a sense of how ABC software can help you achieve your goals. We recommend taking a few minutes to watch it and familiarize yourself with the different features and functions.

If you have any questions or need any assistance, please don't hesitate to reach out to our support team at support@abcsoftware.com.

To your success,

[Your Name]

ABC software Team

 

3. Reminder to set up their profile – Typically sent about a week in if the user hasn’t set up their profile

Dear [First Name],

We hope you're enjoying your experience with ABC software so far. We noticed that you haven't yet completed your profile, and we wanted to remind you of the importance of doing so.

Your profile is an essential part of your ABC software experience, as it helps other users to connect with you and enables us to provide you with more personalized support and resources.

Additionally, completing your profile will help you to get the most out of the different features and functions of our software.

To complete your profile, simply log in to your ABC software account and navigate to the “Profile” section. You can add your photo, contact information, and other relevant details.

If you have any questions or need any assistance, please don't hesitate to reach out to our support team at support@abcsoftware.com.

Rooting for ya,

[Your Name]

ABC software Team

Notice we said this email is only sent if the user hasn’t set up their profile. It’s important to make sure that whatever software you’re using to send your customer onboarding email templates is set up to only send emails based on triggers you establish.

There are few things more annoying for a new user than feeling like they are receiving an impersonal email that goes out to everyone. Nothing says “we don’t care” quite like sending the same email to everyone even though the user has already taken certain steps.

That’s also why it’s so important to personalize your emails! Notice all of our onboarding email templates so far have started with [First name] – that is intentional and lets the user know you care about them and don’t think of them as another number.

4. Success story or case study from a customer – Typically sent about two weeks after sign up

Hey [First Name]!

We hope you're enjoying your experience with ABC software so far. As a valued member of our community, we wanted to share a recent success story from one of our customers that we thought you might find inspiring.

[Insert customer success story or case study here]

We're thrilled to see how our software has helped our customers to achieve their goals and improve their business. We hope this success story serves as an inspiration to you as you continue to explore the different features and functions of our software.

If you have any questions or need any assistance, please don't hesitate to reach out to our support team at support@abcsoftware.com. We're here to help you get the most out of ABC software and ensure that you have a positive experience.

Thank you again for choosing ABC software. We're excited to see what you'll achieve with our software!

Best regards,

[Your Name]

ABC software Team

 

5. Baby come back! Typically triggered to send if a user hasn’t logged in for 5-7 days

Dear [First Name],

We noticed that it's been a few days since you last logged in to ABC software, and we wanted to check in and see if everything is okay.

We hope you're still finding value in our software and that we've been able to meet your needs.

We understand that life can get busy, but we wanted to remind you that ABC software is here to help you achieve your goals and streamline your workflow. Whether you're looking to save time, improve efficiency, or collaborate with others, our software has the features and functions to help.

We value your membership and look forward to seeing you back in ABC software soon. Thank you for choosing our software, and we hope to hear from you soon.

Best regards,

[Your Name]

ABC software Team

 

P.S. If you're having any issues with ABC software or have any questions, our support team is always here to help. Reply to this email, and we'll be happy to assist you.

6. Can we interest you in X? Typically triggered to be sent if the user is incredibly active with your software, this email will offer an upsell to your software

Dear [First Name],

We've noticed that you've been incredibly active with our software, and ran out of credits. That’s why we wanted to reach out and offer you an opportunity to upgrade your membership.

As a valued member of our community, you're already benefiting from the many features and functions of ABC software. But did you know that our premium membership offers even more benefits?

With our premium membership at just $X per month, you'll have access to additional features like [insert features], which can help you to streamline your workflow even further.

Simply click this link to upgrade your membership and start taking advantage of all the benefits that our premium membership has to offer.

Onward and upward,

[Your Name]

ABC software Team

 

Few things in your SaaS business can move the needle on your profit margins quite like your upsell onboarding email template!

7. Baby don’t go! An exit survey is typically triggered when a free trial expires

Dear [First Name],

We noticed that your free trial with ABC software is about to expire, and we wanted to check in and see how your experience has been with our software.

We value your feedback and would appreciate it if you could take a few minutes to complete a brief survey about your experience with ABC software.

Your feedback is critical to helping us improve our software and ensure that we're meeting the needs of our customers. We're committed to providing you with the best possible experience and want to ensure that we're meeting your expectations.

Please take a few minutes to complete the survey [insert survey link here]. Your responses will be anonymous, and we value your honest feedback.

If there's anything we can do to improve your experience with ABC software or if you have any questions or concerns, please don't hesitate to reach out to us at support@abcsoftware.com. We're here to help you get the most out of our software and ensure that you have a positive experience.

Thank you for choosing ABC software, and we hope to hear from you soon.

Don’t say it’s over,

[Your Name]

ABC software Team

 

Alternatively – here’s an example of an onboarding email template that can be sent out if the user just stops logging in and never makes a purchase

Was it something we said [First Name]?

We noticed that it's been some time since you last logged in to ABC software, and we wanted to check in and see if everything is okay.

We understand that our software may not be the best fit for everyone, and we want to make sure that we're meeting your needs.

If there's anything we can do to improve your experience or if you have any questions or concerns, please let us know.

Please take a few minutes to complete the survey [insert survey link here]. Your responses will be anonymous, and we value your honest feedback.

We miss you,

[Your Name]

ABC software Team

P.S. Don't hesitate to reach out to us at support@abcsoftware.com. We're here to help you get the most out of our software and ensure that you have a positive experience.

Over to You – It’s Time to Create Onboarding Email Templates For Your Team

It’s important to have a swipe file filled with customer onboarding templates that are unique to your SaaS business. If you need help writing them, we’d love to help you out! Click here to talk with us. We look forward to helping you take your onboarding game to the next level!



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