User Onboarding

Onboarding Sequence (New User)

New users are the lifeblood of any software company. Pairing in-app prompts with emails can provide both you and your users with a double dose of benefit.

For those tools who can have users sign up for a freemium/trial and not install, we’ve included a template for you, too!

1a. Has Installed/Completed Setup of Product (Email One)

Subject Line: First Things First

Hi {{subscriber.first_name}},

We’re excited to see you have {Product Name} installed and ready to go!

You may have already begun getting acquainted and we have a {Insert resource} [A tutorial/explainer video, quick-start guide, etc.] to help you hit the ground running.

{Insert video if applicable}

Don’t see the video? Click here to go right to it!


{{Your Name}}

To unsubscribe from any future emails, click here.

1b. Has NOT Installed/Completed Setup (Email One Alternative)

Subject Line: First Things First

Hi {{subscriber.first_name}},

We noticed that you’re so close to using {Product Name}!

In order to get access, you only need to {Insert desired action}. You can quickly head to {Desired location} by clicking right here.

By using {Product Name}, you can:

  1. {Insert Benefit/Feature}
  2. {Insert Benefit/Feature}
  3. {Insert Benefit/Feature}

Keep in mind, that you won’t be able to access these features without {Synopsis of desired action}.


{{Your Name}}

P.S. Once you’re done, we’d love for your to watch/read our {Insert onboarding resource}. It will help you get acquainted quickly.

To unsubscribe from any future emails, click here.

2. Onboarding Sequence Email Two

Subject Line: Getting the Best Results with {Product Name}

Hi {{subscriber.first_name}},

We’re all about results here at {Company Name} and we want you to have success using our tool(s).

After seeing the results our users have achieved, we’ve been able to better communicate features and use cases. It really boils down to doing a few key things.

To better help you succeed with {Product Name}, we’ve compiled exactly what other users have done to see:

  • {Core Benefit}
  • {Core Benefit}
  • {Core Benefit}

You can {find that resource/sign up for the webinar/etc.} right here.

Hope to see you there!


{{Your Name}}

To unsubscribe from any future emails, click here.

3. Onboarding Sequence Email Three

Subject Line: What Else Do You Use?

Hi {{subscriber.first_name}},

Hopefully, you’re discovering all the benefits of {Product Name}. We really think it’s the best {Tool type} in {Industry/Vertical}.

But it’s probably not the only tool you use.

For that there’s integrations — And we have some you may want to know about. Some of our most notable, deep integrations are:

  • {Integration}
  • {Integration}
  • {Integration}

You can check out our full integration list right here.


{{Your Name}}

P.S. If you would like to let us know of any integrations you’d like to see, hit reply :)

To unsubscribe from any future emails, click here.

4. Onboarding Sequence Email Four

Subject Line: This is the end (but not really)

Hi {{subscriber.first_name}},

Wanted to let you know this is the last onboard-style email you’ll get.

You’ll still get announcements, event invites and regular content emails, but this is the last stop in terms of email education.

We won’t leave you empty-handed. Here are our top three resources (that we haven’t already sent you.

  1. {Resource}
  2. {Resource}
  3. {Resource}

[An alternative to these resources would be a plug for other educational content. For instance, if you have a University or Learning center.]


{{Your Name}}

P.S. You can email me/us anytime. The line is always open.

To unsubscribe from any future emails, click here.

1. Gist’s University Email

The New University!

Gist University is THE PLACE to learn all about Gist.

We currently have “Getting Started” courses for each of the powerful features inside of Gist.


  • Live Chat
  • Email Marketing
  • Marketing Automations
  • Chat Bots
  • Meetings
  • and Knowledge Base

The courses will have you up and running with each feature in just a few minutes!

Access Your Gist University Membership Now!

What’ss Coming

Over the next few months, we will be rolling out major updates and NEW features to Gist.

Along the way, The University will be filled with webinars, courses and step-by-step content to make sure you get the most out of the new platform.

Join The University Now and make sure you stay up to date with Gist.

Do me a favor?

We are building an incredible platform. Seriously, the things we have planned for Gist are AMAZING!

As we roll out new features, I’d love to hear your feedback!

Feedback, critiques, things you want to see implemented, I want to hear it all! (Seriously)

At anytime, reply to one of my emails and I’ll be sure to get back to you!


{{Your Name}}

1. Gist’s “Two Weeks In” Email

Hi {{subscriber.first_name}},

You’re two weeks into your trial – I wanted to see how you were liking Gist?

Can you see this being a system you implement to help grow your business and support your customers?


{{Your Name}}

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