Onboarding plays a critical role in educating the customer about the benefits of using a particular product or service. The primary purpose is to build trust with the customers and push them to become active clients.
What should be considered when sending onboarding emails is that they should be triggered at the right time to enhance the user experience with the brand.
The onboarding email flow starts with a welcome email after signup, followed by a series of help articles and video tutorials, which give the user a clear guide on how to get the most out of the features.
In order to create an automation for onboarding, it is essential to decide first if your product is providing a trial period or not. If yes, you should take into consideration how to spread the emails within that period before the expiration date. If not, you can allow more days between emails; but the most important part is to give users enough time to discover your product or service without bothering them with excessive emails.
** Note: You have to sync your website’s Native form with VBOUT’s Lists using the Form API.
Your automation will not work properly if you do not clearly set up all the required conditions