Customer onboarding is a process by which an organization welcomes new customers and helps them understand the product better. This is a nurturing process that welcomes new customers by addressing their queries and getting them closer to the brand.
During this process, an organization sends a lot of emails to the customers. In this article, you’ll know some of the customer onboarding Email templates you can follow in your organization for similar situations.
20 Customer onboarding email templates and examples
From welcome emails to educational content, use these examples to create personalized, engaging and effective onboarding campaigns that keep your customers coming back for more.
1. Welcome email
This is the first email sent to customers to welcome them to your brand. The email has to be interactive and make the customer happy about their choice.
In this email, it is important to mention how glad you are to have them onboard.
Provide them with information on whom to reach out to in case of any doubts.
Here’s a sample template you could follow:
Hi As a Senior Executive of (your company name), I take great pleasure in welcoming you to our family. You will be happy about your choice since we at (company name) always strive to provide the best to our clients. If you have any questions, you could reach out to (member contact info) for assistance. I sincerely hope you enjoy our service. Thank you, (name) (job title) |
Below is the sample email template by Sendinblue, where a personalized approach has been followed. This helps in maintaining a close rapport with the customer.
Source
2. Thank you mail
A thank you mail is sent to a customer to let them know that you appreciate their association with your brand.
Customers are very glad about this approach since it is personalized and show that you value every customer equally.
A sample thank you email template:
Dear (brand name) customer, At the outset, I would like to extend my thanks for your decision to be associated with us. We value your association and will work to provide the best to you. Meanwhile, you could follow this link (add link) to complete your account details. In case you need further assistance, we are always ready to help. Reach out to us at (contact info). Thank you, (name) (title) |
Below is an example of a thank you email from Zolasuite. Along with the email, an account activation link is also sent to the customer.
Source
3. Product tip email
Once the customers are ready with their profiles, they may need assistance to start using the product. In such cases, a product tip email would be of great help. Being with the customer at every step keeps them more engaged with the brand.
This is a sample template you could use to provide product tip:
Hi (customer name), We hope you are having a great time at (brand name). In continuation of your recent purchase, we are happy to help you with product usage. Please follow the set-up instructions in our video tutorial (provide link to tutorial). We have also updated our product page with all relevant information. For any further queries, please feel free to contact (contact info). Thanks, (name) (job title) |
In the below example from Printful, you can see that more information about the product is provided in the email. This facilitates the customer by providing more information.
Source
4. Notification of free trial
Whenever you identify a prospective customer with interest in your brand, you must be proactive to bring them to convert and buy from you. This can be done by offering free trials.
By offering a free trial, you create trust in the prospect.
The prospects can have hands-on experience with your product with a free trial.
You could follow this example:
Hey (customer name), Welcome to (brand name). We are happy to share with you that your 30-day free trial has been activated. Our support team (contact info) is working around the clock in case you have any concerns. Have a great time exploring our product. Please have a look at our plans you can choose post the trial (link to plans). Thank you, (name) (job title) |
This is an example of a free trial intimation from Unbounce.
Source
5. Call to action email
This is typically sent 2–3 days prior to the free trial expiry. With a CTA in the email, you remind them about the end of the trial and the need to purchase a subscription.
This is a typical example of call to action email:
Hey (customer name), 30 days were so quick! We understand that you are happy with our product from your feedback. We just wanted to give you a heads up that tomorrow would be the last day of your free trial. You will lose access to all premium features without an upgrade to our premium plan. Please have a look at our paid plans (provide link) to continue using (product name) without any interruption. Cheers, (name) (job title) |
In the below example, it is an email that reminds the customer of the trial expiry. By providing a testimonial from another business owner, it creates an interest in the prospect to continue with the brand. A concessional rate is also mentioned to make the offer more enticing.
Source
6. Reminder email for profile completion
Some prospects leave in the middle of profile completion. This may be due to apprehensions in continuing with the brand.
You should approach the prospect at the right time and create interest to continue with sign-up so as to enjoy the free trial.
You could use this template for your email:
Hey (customer name), We noticed that your trial period is starting today and you haven’t completed your profile as yet. We assure you it isn’t going to take much time. A completed profile will help you with personalized recommendations. Thank you, (name) (job title) |
In the below example, a reminder is sent to continue with the free trial. It mentions the steps to be taken to continue with profile completion.
Source
7. Extension of the trial notification email
This email is one last opportunity for the customers before they complete the trial or immediately after the trial is over. With a little personalization, this extension email can pull the customers back to your brand.
The below is a sample template for you to check out:
Hey (customer name), You still have time! We are launching a one-time offer only for select customers like you. Upgrade to our premium plan now and enjoy the reduced subscription rates. For more details, refer (provide link). Thanks, (name) (job title) |
In this example, the brand offers a 50% discount for an extension of the subscription even though the prospect failed to act immediately before the trial expiry. This email can build trust in the customer and make them inclined to the brand.
Source
8. Demo call email
A demo call email is to familiarize the customer with the product/service once they complete the purchase. This email brings the customers close to the brand.
The demo call email needs to be interactive and personalized.
Here is a sample:
Hi (customer name), Thank you for your purchase at (brand name). We have a live demo scheduled for the new users. Just follow the link (provide link) and pick a suitable time slot to book a demo. We will be happy to take you through the working of our product. Thank you, (name) (Title) |
The following is an excellent example of a demo call email. Here, a walkthrough with a live agent is offered, which can make the customer comfortable with using the product.
Source
9. Invitation to webinar
Live webinars provides more opportunities for customers to learn about your product. Also considered one of the effective onboarding methods, the webinar is the time to build a better rapport with the customer.
We have this sample template for you:
Hey (customer name), We are happy to invite you to our webinar scheduled for (date and timing). Our product executive (name) will be presenting the unique aspects of our product and how it has helped our customers improve productivity. Please visit the link (provide link) to confirm your presence. Cheers, (Name) (Title) |
The example below is an invitation to a webinar that mentions the aspects to be covered, the time and date, and the speaker in the webinar.
Source
10. Resource video intimation email
A new customer may need more information about your product and business. In such cases, an email with a link to resources would be of great help.
The below is a template that you could use:
Dear (customer name), Happy to have you onboard! We have a curated list of articles to help our customers during their onboarding. Here is the link to our resources section ( provide link). Do get in touch with (contact person info) for any further assistance. Thanks, (Name) (Title) |
Here we see that the link to various resources is sent through email to a customer.
Source
11. Case study email
Success stories from other customers provide an opportunity for your prospects to learn more about your brand.
It helps to develop trust. You can send emails with links to case studies so that the prospect knows how your company can help.
This template can help you send an email quickly:
Hey (customer name), Hope you are having a great time at (brand name). We thought you would find it interesting to know how (customer brand name) improved conversion rates with our tools. We have a list of success stories here ( provide link). Looking forward to a great association with you. Thank you, (Name) (Title) |
This is an example from Lime.
Source
12. Follow-up email
This kind of email is typically sent after the expiry of a free trial. You have no response to your reminder emails from the customer, and follow-up is the last resort.
Since the prospect has not shown any interest, it is just an email to let them know that the trial is no longer valid. A last chance is given for renewal.
You could use the below template for your follow-up emails:
Hey (customer name), Do you have any updates for us? You must be aware that your free trial has ended, but we still have your account saved with us. |
