Onboarding email example
July 30, 2024

13+ Onboarding Email Examples You Can Copy to Win More Customers for Service Providers 

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When customers sign up for your service, the onboarding email is the first thing they receive.

It’s like a welcome handshake, giving them all the info they need to get started.

Do you know what this means?

It means that this email sets the tone for their entire experience, making them feel welcomed, informed, and ready to dive in. 

It’s your chance to make a great first impression and ensure they know exactly what to do next.

In this post, we’ll go all in on onboarding emails. We’ll explain:

  • The onboarding process using emails
  • What you should include in your onboarding email for customer success
  • Tips on how to create effective onboarding emails that leave a lasting positive impression.

We’ve even thrown in onboarding email examples you can use. To top it all off, you get onboarding email examples you can copy.

Sounds good?

Let’s get started!

💡Managing onboarding emails can quickly turn into chaos if you’re running a disjointed campaign. See how the MioCommerce multichannel can help you optimize the process. 

What Are Onboarding Emails?

Onboarding email example

“First impressions matter. Experts say we size up new people in somewhere between 30 seconds and two minutes –  Elliott Abrams”

Onboarding emails are messages sent to new customers to guide them through the initial steps of using your service.

Think of them as a guide to help new users feel at home and ensure they understand key features.

These emails are a company’s way of saying, “Welcome! We’re so glad you’re here, and we want to help you get started on the right foot.”

Why Use Email for Onboarding?

Email marketing has an average ROI of 122%, which is four times higher than other marketing formats.

And, with the right subject line, onboarding emails can capture attention even in a crowded inbox. Plus, they allow your support team to answer common questions and guide new users through the onboarding flow without the need for lengthy phone calls.

In fact, stats show that an effective onboarding email sequence can reduce support queries by up to 30%.

That said, here’s why emails are great for customer onboarding.

Onboarding email infographic
  • Personalization: You can customize emails to address the recipient by name and provide relevant information depending on their specific needs or behaviors. This is important because personalized emails deliver 6x higher transaction rates.
  • Ability to Build Relationships: Well-crafted initial onboarding emails can nurture trust and improve the relationship between your business and the customer. Moreover, studies show that 72% of people prefer to receive promotional content through email compared to social media.
  • Lesser Churn: Onboarding emails can address potential issues early, ensuring users feel supported and are less likely to stop using your service. Successful onboarding can reduce churn by 67%.
  • More Engagement: Segmented and targeted emails generate 58% of all revenue. Hence, you’ll want to create engaging content for your onboarding email campaign to encourage users to interact more with your business and explore your services.
  • You Can Track Performance: You can monitor your email’s open rates, click-through rates, and user interactions, enabling you to determine the quality of your user onboarding process. 

How to Write an Onboarding Email for Your Customers

Onboarding email

Writing user onboarding emails is an art. One that you need to master to ensure you make the most of your email onboarding efforts.

Here’s a rundown of things you should consider to not only write emails that deliver results but also allow you to optimize the customer journey

Make the Subject Line Catchy

The subject line is the pick-up line of your welcome emails. It needs to be irresistible. Available data show that 35% of email recipients open emails based on the subject line alone. So, make it count.

A catchy email subject line should be concise, intriguing, and relevant. Use action words and a touch of personalization. 

For example, “Welcome, [First Name]! Let’s Get Started with Your New [Service]” or “Your Adventure with [Service] Begins Now! “

Restate Your Value Proposition

Your customers have already completed the signup process, so remind them why they made the right decision. This part of the email should reinforce the benefits they’ll gain and set the tone for the entire journey.

Start by thanking them for choosing your business..

Then, briefly highlight the key features or benefits they’re about to experience. This reinforces their decision and gets them excited about what’s to come.

Talk About the Next Onboarding Steps

Guiding new users step-by-step through the onboarding process ensures they don’t feel overwhelmed. 

Outline the immediate actions they need to take to get started. Be clear and concise, using bullet points if necessary.

For example, if you’re a cleaning service business, you might say:

  • Download our mobile app.
  • Schedule your first cleaning appointment.
  • Set your cleaning preferences.
  • Confirm your appointment details.

Create The ‘Eureka’ Moment

The ‘Eureka’ moment is when your user truly sees the value of your service. This could be after their first successful appointment, receiving positive feedback from a customer, or seeing the results of your service. 

Highlighting this moment in your onboarding email can motivate users to engage more deeply. 

Explain what this moment looks like and how they can reach it.

For example, “You’ll love how easy it is to manage your schedule once you’ve booked your first cleaning appointment.”

Include Helpful Resources

Onboarding email example

Providing additional resources can educate users and help them make the most of your service. Include links to tutorials, FAQs, and customer support. 

This ensures that users have all the information they need right at their fingertips.

Provide Customer Service Contact

Let users know that help is just an email or a call away. 

Including information about your customer service in your onboarding email reassures users that support is available if they run into any issues.

For instance, “Have questions? Our friendly customer service is here to help. Reach us at [support email] or call [phone number].”

Include a Call to Action

Your onboarding email should end with a clear call to action (CTA). 

Whether it’s “Book Your First Service” or “Check Out Our Services,” ensure your CTA is prominent and easy to follow.

A strong CTA encourages users to take that next crucial step in their onboarding journey. Make it stand out with a button or a bold link.

Watch the video below for more tips on how to write emails people care to read.

How to Write a Welcome Email For Subscribers (That Gets Opened & Clicked)

Best Practices for Onboarding Sequence

Creating an onboarding email sequence is one thing. Achieving the desired results, however, is a different ball game.

So, if you’ve never created an onboarding sequence, here’s how to go about it.  

Send a Confirmation First

The first email in your onboarding sequence should be a confirmation email.

It sets the stage and confirms that your customer’s action was successful. Plus, it’s a great opportunity to start building a positive customer experience and excitement.

A confirmation email should include the details of what the customer can expect next helps set the right expectations.

With the multichannel inbox, you can write an onboarding email for your customers and save it as a Macro, which you can use every time a new customer buys from your service. 

Send a Well-Thought-Out Welcome Email

Once you’ve confirmed their action, it’s time to roll out the red carpet with a warm welcome email. This email should introduce the customer to your brand, highlight key features, and set a positive tone for their onboarding journey.

An engaging welcome email can include a thank-you note, a brief introduction to your service, and a description of what the customer should expect next.

It’s also a good idea to include links to helpful resources and customer support.

Create Different Sequences for Engaged and Disengaged Customers

Onboarding email example

Creating onboarding email sequences for engaged and disengaged customers allows you to tailor your messaging to meet their specific needs.

Focus on advanced tips and features to keep engaged customers excited and involved. For disengaged users, provide gentle reminders and incentives to push them further down the customer lifecycle.

This personalization can significantly improve your onboarding success rates.

Personalize Your Email

Personalization is key to making your emails feel like they’re written just for the recipient.

To customize your emails, use the customer’s name, reference their recent actions, and tailor the content to their interests.

💡The multichannel inbox makes it easy to personalize onboarding emails with tokens for ‘Customer First Name,’ ‘Customer Last Name,’ ‘Company Name,’ and more.

Make Your Emails Mobile Friendly

Did you know that over 60% of emails are opened on mobile devices?

If your onboarding emails aren’t mobile-friendly, you’re missing out on a huge opportunity. Ensure your emails look great on all devices by using responsive design and keeping the content clear and concise.

Mobile-friendly emails should have a simple layout, large fonts, and buttons that are easy to tap. Avoid large images and long paragraphs that can make the email difficult to read on a small screen.

Let Your Email’s Content Revolve Around Your Call-To-Action

Onboarding email

Every email in your onboarding sequence should have a clear call-to-action (CTA).

Whether it’s “Schedule Your First Appointment” or “Book Online,” your CTA should be the focal point of the email. 

All content should lead the reader towards taking that specific action.

Make sure your CTA stands out by using buttons, bold fonts, and contrasting colors. Keep the rest of the content supportive but not distracting from the main goal.

Bonus Tips

A/B Test Your Emails

Don’t just send your onboarding emails and hope for the best – test them.

A/B testing allows you to compare different versions of your emails to see what works best. You can test subject lines, email copy, CTAs, images, and more to optimize your onboarding sequence.

Test and analyze the results to enable you to make data-driven decisions that improve your email performance and user engagement.

Teach Subscribers How to Use Your Service

Finally, make sure your onboarding emails teach users how to use your service effectively.

Include tutorials, tips, and step-by-step guides to help them get the most out of what you offer. The more they know, the more likely they are to stick around and become loyal customers.

Provide links to video tutorials, user guides, and FAQs. You can also include case studies or success stories to inspire and motivate your new users.

Onboarding Email Templates You Can Use 

Formal Onboarding

Onboarding Email Templates You Can Use

We are pleased to welcome you to [Company Name]. We value your decision to join us and are here to ensure your experience with us is exceptional.

Next Steps:

  1. Account Setup: Please log in to your account [here] and complete your profile information.
  2. Introduction Meeting: We have scheduled an introductory meeting on [Date and Time]. Please find the meeting details attached.
  3. Resources: Access our welcome guide [here] to familiarize yourself with our services.

If you have any questions, please do not hesitate to contact our support team at [Support Email].

Best regards,

Friendly Onboarding

We’re so excited to have you join the [Company Name] family! We’re here to make sure you have a fantastic experience with us.

What to Expect:

  1. Get Started: Log in to your account [here] and set up your profile.
  2. Meet & Greet: Join us for an introductory meeting on [Date and Time]. Details are attached.
  3. Explore: Check out our welcome guide [here] to learn more about what we offer.

If you have any questions, just hit reply, and we’ll be happy to help!

Cheers,

Personalized Onboarding

Welcome to [Company Name]! We’re thrilled to have you with us and can’t wait to get to know you better.

Here’s What’s Next:

  1. Personalize Your Account: Log in [here] and complete your profile setup.
  2. Say Hello: We’ve set up an introduction meeting for you on [Date and Time]. Check the details attached.
  3. Discover: Our welcome guide [here] has everything you need to get started.

Feel free to reach out if you need anything. We’re here to help!

Warm regards,

Subscription-Upgrade Onboarding

Thank you for upgrading your subscription with [Company Name]! We’re excited to offer you enhanced features and services.

Next Steps:

  1. Explore New Features: Log in to your account [here] to explore your upgraded features.
  2. Introduction Call: We’ve scheduled a call to walk you through the new features on [Date and Time]. Details are attached.
  3. Resources: Access our upgraded features guide [here] for more information.

If you have any questions, our support team is here to assist you at [Support Email].

Thank you for your continued trust in [Company Name].

Best,

We’ve bundled the emails above into a downloadable file that you can easily customize and use for your own onboarding process.

9 Onboarding Email Examples You Can Copy

1. The Welcome Email

Onboarding Email Examples You Can Copy

Glad to have you with us. Our team is here to support you every step of the way.

To get started, log in to your account and explore our services.

If you have any questions, don’t hesitate to reach out to our customer service at [Support Email] or call us at [Phone Number].

We’re excited to help you achieve your goals with [Company Name].

Notice how this email is engaging and straightforward, with a friendly tone that makes new users feel welcome immediately

2. Welcome to Your Customer Portal 

We’re putting control in your hands with the customer portal. 

Thank you for signing up.

Now that you’re on board, you can log in to your Customer Portal to easily manage your services and keep track of all your bookings.

Do you have any questions or need assistance? Our customer service team is just an email away at [Support Email], or you can call us at [Phone Number].

We’re excited to partner with you and help you reach your goals with [Company Name].

Warm regards,

We love this email’s minimalistic yet informative nature, guiding users towards essential actions without overwhelming them​.

Don’t have a customer portal? We do! And you can explore the feature below.

3. Re-Engagement Email

Re-Engagement Email

It’s been a while since we’ve seen your car at [Your Company], and we’ve missed it! Your car deserves the best care, and we’re here to provide it.

Our car cleaners are ready to make your car shine inside and out. Book your appointment today and experience the top-notch service you know and love.

Looking forward to seeing you soon!

4. Offers

We have an exclusive offer just for you! For the next 48 hours, enjoy [Discount]% off on [Service]. This special deal is our way of saying thank you for being a valued customer.

Don’t miss out – click the link below to take advantage of this limited-time offer now!

Let’s make the most of this opportunity together!

Best,

Offer emails are designed to create a sense of urgency and have a personal touch, motivating users to take immediate action​.

5. Social Proof

Social Proof email

At [Company], we pride ourselves on delivering exceptional service. Don’t just take our word for it – see what our happy customers have to say:

 “[Customer Testimonial 1]”
– [Name]

 “[Customer Testimonial 2]”
– [Name]

From small repairs to major renovations, we’re here to help with all your home improvement needs. 

Ready to experience our top-rated service?

Book your appointment today!

A social email aims to nurture trust, which is powerful for building long-term customer loyalty​.

6. How-To Email

We want to ensure you get the most out of our service.

That’s why we’ve created step-by-step video tutorials that guide you through everything you need to know.

Check out our tutorials:

  1. [Tutorial 1: Getting Started] ([Link to Video])
  2. [Tutorial 2: Service techniques ([Link to Video])
  3. [Tutorial 3: Tips and Tricks [Link to Video])

Happy learning!

Videos make it easy to understand the service, answering common questions and highlighting key features. 

7. Competitor Comparison

Choosing a cleaning service can be tough, but here’s why we’re the best:

  1. Customized Plans: Tailored to your needs.
  2. Eco-Friendly Products: Safe for your family.
  3. Highly Trained Staff: Professional and reliable.
  4. Transparent Pricing: No hidden fees.
  5. Top-Notch Customer Service: Always here to help.

Ready for a sparkling clean home? Book today!

Warmest regards,

A well structure competitor email highlights unique services, helps differentiate the brand and provides additional value to the customer​.

8. Thank You Emails

Thank you email

We have exciting news to share – we’ve just reached [Milestone, e.g., “our 100th clean”]! Thank you for being a part of our journey and trusting us with your cleaning needs.

Your support means the world to us. To celebrate, we’re offering a special discount on your next service. Just use the code THANKYOU at checkout.

If you have any feedback or need anything else, don’t hesitate to reach out.

We’re always here to help.

Cheers to many more sparkling homes!

Simple words of encouragement can boost user morale and engagement, making them more determined to continue using the service​.

9. Demo

At [Your Comapany], we know life gets busy! Let us help keep your home spotless with our top-notch cleaning services.

Book a FREE on-site visit for a personalized quote. Our friendly team will assess your needs and provide a no-obligation quote.

Book Your Free Quote

Or call us at [Your Phone Number].

Cheers to a cleaner home!

The playful tone combined with a clear, direct call to action makes the email both memorable and effective​.

You can download the nine email templates above and customize them to fit your needs.

Frequently Asked Questions (FAQs)

How Do You Write an Onboarding Email?

To write an onboarding email
– Use a catchy subject line. 
– Restate your service value. 
– Outline the next steps. 
– Create an “A-ha” moment. 
– Add helpful resources.
– Share customer service contacts. 
– End with a call to action.​

What Is the Onboarding Email Sequence?

An onboarding email sequence is a series of emails sent to new users to guide them through the initial stages of using your service, increasing engagement and driving them toward meaningful actions​.

What is the Subject Line for Onboarding Email?

A good subject line for an onboarding email should be concise, engaging, and clearly convey the value or next step, such as “Welcome to [Service Name] – Let’s Get Started!”​

Optimize Your Onboarding Emailing Process with a Multichannel Communication Tool

When sending onboarding emails, you want to make sure they’re welcoming and clear and contain helpful information to get your new customers up and running as quickly as possible. 

On top of that, you want to use a multichannel communication platform that allows you to manage onboarding emails in one place.

The MioCommerce multichannel inbox comes with intuitive features designed to help you:

  • Manage emails from different platforms in one place so you don’t miss any important messages.
  • Respond quickly and efficiently without switching between different apps.
  • Keep your onboarding emails consistent across all channels, ensuring a smooth experience for new customers.
  • Personalize onboarding emails with tokens to boost engagement.
  • Send marketing messages to increase conversion.

Book a free demo below to get started with the multichannel inbox.