10/25/24

Onboarding Sequence, Welcome Email and Sign Up Form

Some of the nuts and bolts of setting up your onboarding experience!

Highlights:

  • First create your onboarding sequence, then your welcome email, then your sign up form.

  • Ideas for what to include in your onboarding sequence.

  • Customize your confirmation page (super valuable bc of the timing!) + your unsubscribe page (bc you’re a nice human)

  • Thoughts on segmenting via sign up form vs later on in their journey.

  • ACTION: Sign up for 2 - 3 people you look up to and screenshot their confirmation, welcome and onboarding sequences!

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Analyzing Welcome Emails