Building the perfect welcome email

Your welcome email is the first personalized message your users will receive in their experience with your product or brand. This makes it vital to onboarding success and an essential tactic for ramping up new users.

Every company has their own approach and language. But the following guidelines have been proven to deliver results – both for companies working with Copilot.cx and across the board of user engagement.

Let's look at our three guidelines for building the perfect welcome email.

1. Make it personal

Your welcome email isn't a sales piece. It's a chance to set off on the right foot and start an authentic relationship with your user. 

So use their name, explain how things work, and welcome them as if they're a new friend coming into your family. This is the key to creating happy and loyal customers for the future.

2. Showcase your main features

In the spirit of ramping up your users, your welcome email is the perfect place to drive feature discovery and adoption.

Highlight your product's top two or three features, explain how they work, and include deeplinks to help users find them. And by adapting the experience for each device, you can help users experience value – fast.

3. Help users find answers

As users start getting into your product, they're sure to have questions. So one important goal of your welcome email is to show them where to find answers.

Whether it's a customer forum, FAQ page, or contact form for customer support, showing users how to reach out is a must.