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The Welcome Email Email Marketing 101

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Page 1: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

The Welcome Email

Email Marketing 101

Page 2: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

WelcomeAboard

If you don’t send a welcome email...

Page 3: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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…it’s kind of like starting a conversation with a stranger, without ever saying hello!

Page 4: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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what is a welcome email?

Page 5: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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A welcome email is an opportunity to…

Introduce your

brand

Invite users to engage with you further

Share tips/guidance on using

your product

Page 6: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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A welcome email is not...

Page 7: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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…a confirmation email.

Though they are easily confused, a confirmation email is meant to confirm subscription to a list and ensure you’re sending to recipients who

have opted in. Your confirmation email should include one simple call to action (CTA).

Page 8: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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WHY SHOULD I SEND a welcome email?

Page 9: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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A welcome email is your chance to convince customers they

are in the right place!

Page 10: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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Aristotle was a big fan of welcome emails—they follow his three

modes of persuasion.

Your best bet is to appeal to your customer’s logos, pathos, and ethos...

Page 11: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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Logos

Pathos

Ethos

(logic/reasoning)

(credibility/trust)

(emotion)

Page 12: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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Logos (logic/reasoning)

WHY?Ease any onboarding concerns or friction and encourage users to continue using your product/service..

Page 13: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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Logos (logic/reasoning)

HOW? Link to a FAQ or an onboarding video.

Page 14: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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Pathos (credibility/trust)

WHY?

Introduce your product/service, reinforce your brand, establish credibility, and let your subscribers know their inbox is safe with you.

Page 15: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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Pathos (credibility/trust)

HOW?Include a customer quote, well-known customer logos, and use strong branding.

Page 16: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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ETHOS (emotion)

WHY?Thank them for signing up and remind them they are valued, leave them with a warm, fuzzy feeling.

Page 17: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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ETHOS (emotion)

HOW?Show gratitude (and personality!) and invite your subscribers to engage with your community by linking to your social media channels.

Page 18: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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Series tip

You could also provide additional messaging that…

•  Highlights key features of your offering •  Provides suggested resources •  Encourages users to upgrade •  Reminds them to set up email preferences

Why You Need a Preference Center

Page 19: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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WHEN SHOULD I SEND a welcome email?

Page 20: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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You should send immediately after sign-up, and then if it’s a series, over the next few days and weeks.

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Series TIP:

Most businesses can look at their data to determine when users begin to churn or remain inactive. Plan your series accordingly!

Page 22: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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Examples

Page 23: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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Email Example

Page 24: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

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Email #1

Thank them for signing up and welcome them to the community

Share an onboarding

video and an FAQ link

Invite users to follow you on

your social channels

Email #2

Email #3

Series Example

Page 25: The Welcome Email · PDF filea welcome email? WelcomeAboard You should send immediately after sign-up, and then if it’s a series, over the next few ... Marketing Email With SendGrid

WelcomeAboard

For more welcome email inspiration, check out our blog post:

Email Marketing We’re Geeking Out About