blog

SaaS Onboarding Email Blog

What are you in the mood for? I’ve got onboarding email breakdowns, strategy how-tos, and SaaS email marketing best practices. Or, just browse the latest down below.

Mailchimp Onboarding Email Breakdown

An email marketing service sending me marketing emails.

e4656-1d8enoi-f_qlgl-y1wjrrzw.png

Series Overview

Technically, I didn’t sign up for a free trial, since Mailchimp has a free plan. However, for the purpose of this breakdown, I captured the onboarding emails sent during my first 30 days. I chose 30 days since there’s free email and chat support for the first month on free accounts. Over that time, I received nine emails — including one authentication message.

One interesting choice to note is that Mailchimp emails sent like clockwork every fourth day. I received emails on the 4th, 8th, 12th, 16th, 20th, 24th, 28th, and 1st. Goes to show you don’t have to overthink the cadence of a time-based sequence too much.

3e18b-1-mnur2udpiealhbrjgf3ra.png

Day 1.1: Authentication

4e10b-1iootyapzqtwrouko48dskg.png

Subject Line: Activate Your Mailchimp Account

Sender Name: Mailchimp Client Services

Send Time: Immediately after signup

Objective/Content: Confirm account

CTA: Activate Account

Strengths:

Pretty straightforward as far as authentication emails go, but I do like the warm welcome. They also let me know why they’re asking me to press the button, in case I wasn’t sure.

What to learn:

  • You don’t always need a fancy email, but it is nice to be nice

Day 1.2: Introduce the Building Block

7f53f-1o9wnj0_jsi-eq1ckggv85w.png

Subject Line: We’re So Glad You’re Here

Sender Name: Mailchimp

Send Time: Immediately after authentication

Objective/Content: Get the user to design their first email campaign

CTA: Try it out

Strengths:

Mailchimp is back at it with the niceness! The subject line from Day 1 is very welcoming. I also appreciate their very straightforward headline.

My favorite part of this email, and the emails below, is the time symbol. Users may hesitate to click through an email and learn more or act because it may take a lot of time. By letting readers know this is a 5-minute task, they’re making it more enticing to click through.

What to learn:

  • If a task is easy to complete, make sure a user knows! Take a play from Medium and Mailchimp’s playbook and let a user know how long it will take them to read through/accomplish a task.

Weaknesses:

I feel like Mailchimp totally skipped past Welcome and straight into Building Block. The subject line makes it feel like a welcome email, but once inside there’s no introduction to the company and what they stand for. They just get right down to business. Getting a user to act right away is great, but I think a tiny statement of their mission or values would be nice.

What to learn:

  • You don’t always have to spend an entire email re-introducing your brand, but a little intro is nice

Day 5: Feature Spotlight

0f90d-1rhixezq03bt3hotlmzvekg.png

Subject Line: Build your list with a little help from us

Sender Name: Mailchimp

Send Time: Day 5, 3:43 PM CST

Objective/Content: Get the user to add email list

CTA: Start Building Your List

Strengths:

I went back and forth between categorizing this email as a Feature Spotlight or Introduce the Building Block message, and I don’t think there’s a right or wrong answer. The first non-authentication email from Mailchimp covered the basics of designing an email, which is undoubtedly important. But, you need someone to send the email to. That’s why this email, which talks about building an email list, is also a building block. When considering an email and an email list, you can’t utilize one to its full potential without the other.

As far as the email contents go, they’re nearly identical to Day 1. But I ain’t mad. The copy is simple but effective; it highlights the importance of this step while removing barriers or objections someone may have to get started.

They also have value-add content at the bottom of every email.

What to learn:

  • You can send a dedicated Value-Add Content email or include relevant resources within each email

  • Simultaneously push and pull users forward. Pull them to try with the benefits and outcomes, and push them forward by mitigating objections

Day 9: Feature Spotlight

38099-1dwk99mc1mq8razmyfo11dg.png

Subject Line: Pop-up forms when and where you need them

Sender Name: Mailchimp

Send Time: Day 9, 3:45 PM CST

Objective/Content: Introduce pop-up forms

CTA: Preview Your Form

Strengths:

One word stands out most to me in this email: preview. I know it has a practical use — you do preview a form before implementing it. However, and it could be a coincidence, it makes taking action feel less intimidating. I don’t have to commit to something, I don’t have to go here and do something that’s final — I just gotta check it out. Ease into it.

The subject line also makes me feel in control. Put the pop-ups when and where I want. Cool. It’s also useful that there’s a simple image of what a pop-up form is. A strong stat doesn’t hurt, either.

Also, I see you with all this value-add content!

What to learn from it:

  • If you’ve got rockin’ stats, flaunt ’em (but avoid too many, or their magic starts to fade)

  • You can use words to make users feel like they’re in control, as opposed to being told what to do




Want to know when to send SaaS emails and what to say?

I’ve got 30+ free email templates in the SaaS Email Marketing Toolkit here.