Welcome-Onboarding email flow

A welcome email sequence is sent when people have signed up to your email list on your platform or marketing channels. It is the first interaction with your customer. This sequence is used to welcome new subscribers, tell them about your company and what you offer, and get them to try out your product/service.

You can change the order of the following emails according to your requirement. For example, if you want customers to complete their profile before talking about the company, you can send email # 2 before email # 1.

🎯 The goal of this sequence

  • Introduce your company

  • Get to know your customers

  • Show them what you offer

  • Guide them through the next steps

  • Get them to try out your product/service

Recommended emails in this sequence: 4 emails

Optimum flow time: 3 days

Emails in this sequence

Email # 1: Welcome email

πŸ“© Why this email

Thank your subscribers for signing up on your platform. Provide information about the company, what you provide, and how you can help them.

Email # 2: Get to know your customers

πŸ“© Why this email

Collect the information you need about your customers like full name, date of birth, employment status, family size, bank account connection, Demat account, etc. If you don’t want to collect all the information at once, you can send multiple emails to get them to fill out their details.

πŸ’‘ Recommendation

Using Mailmodo, send AMP emails with forms to collect the user information in the email itself rather than redirecting them to a website to get it. Check out how it works.

Email # 3: KYC verification

πŸ“© Why this email

Send this email to complete your KYC verification online by getting all the documents like government ID address proof and income verification. This email will look different for different models, so customize the content to fit your need.

Email # 4: Next steps

πŸ“© Why this email

Tell your customers what they need to do next to start on your platform, like booking a call with customer support to apply for a loan, transferring money to a friend or family member, investing in something, purchasing a cryptocurrency, etc.

β›” Sequence exit

Send them to user engagement or browse/cart abandonment series based on the user's actions.

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