Mga SaaS product onboarding email template

Ang customer onboarding ay isa sa pinaka-kritikal na touchpoints sa anumang SaaS business. Ang pagbibigay sa inyong customers ng lahat ng tools, resources, at kaalamang kailangan nila para maayos nilang magamit ang inyong produkto o serbisyo ay ang pinakamahusay na paraan para manatili silang suking customers. Pero maraming business ang humihinto agad sa kanilang proseso ng onboarding (kadalasan pagkatapos magpadala ng iisang onboarding welcome email.) Kahit na nakapagbibigay ng magandang first impression sa inyo ang welcome emails, hindi ito makasisigurado ng customer success o na magiging suki ang customers.

Saas onboarding email template LiveAgent
SaaS onboarding email mula sa LiveAgent

Ang pag-develop at paggawa ng mahusay na onboarding emails ang magreresulta sa pagtaas ng engagement, pagpapainam ng customer experience, mas mataas na retention rates, mas magandang customer lifetime value, at mas malaking revenue. Sa katunayan, ang pagpapadala ng maraming onboarding emails ay napatunayang nakapagdudulot ng 51% na pagtaas ng revenue sa average kaysa sa iisang welcome email lang.

Ang isang epektibong SaaS onboarding email sequence ay dapat may isang series ng emails na nagbibigay sa bagong customers ng iba’t ibang uri ng kapaki-pakinabang na impormasyon – tutorials, video guides, product usage tips, best practices, case studies – o anumang kailangan para matuto ang customers at matulungan silang makuha ang maximum value ng inyong produkto o serbisyo. Nasa ibaba ang 8 product onboarding email templates na puwede ninyong gamitin sa sarili ninyong client onboarding email series na lumalampas sa simpleng pagwe-welcome lang ng panibagong customers.

Mga product onboarding email subject line

  • Simulan nating tuklasin ang [Produkto]
  • Paano magsimula [benepisyo] sa [Produkto]
  • Pro tips sa mga susunod na hakbang sa [Produkto]
  • 3 Mabilis na tips para matulungan kayong magsimula sa [Produkto]
  • Sulitin ang [Produkto/ serbisyo]
  • Paano gamitin ang [Produkto] para [maabot ang partikular na goal]
  • Top 5 na bagay na dapat malaman tungkol sa [Produkto]
  • [Pangalan], tara nang umandar!
  • 99% ng customers ang di mabubuhay nang wala ito
  • Abutin ang maximum sa [Produkto] – libreng ebook sa loob!
  • Simulan ang paggamit ng [Produkto]- libreng live training
Stand out from your competitors with a strong customer service culture​

8 Product onboarding email templates

Pagbahagi ng mga nakatutulong na resources 

Hi [Name],

Hopefully, you’ve had a chance to [complete setting up your account/ navigate around, etc.].

Over the next couple of weeks, we’ll be sending you a few more emails to help you get the most out of [Product/ service]. We’ll be sharing helpful tips, checking in with you, and showing you how some of our customers use [Product/ service] to [achieve specific goals].
For now, here are our best resources that might help you get started:
Step-by-Step [Product/ service] Guide
Knowledge Base & Video Tutorials
Frequently Asked Questions
Community Forum

If you have any questions, problems, or concerns – please feel free to reach out and ask before getting frustrated.


Simulan ang paggamit ng produkto/ serbisyo

Hi [Name],

We built [Product/ service] to help businesses [overcome certain pain points/ reach specific goals] and I hope that we can achieve that for you.

Here are some of the most important first steps I recommend taking to get started with [Product/ service]:

Step 1: [details]
Step 2: [details]
Step 3: [details]
Step 4: [details]

We also put together a short video for you to learn the ins and outs of [Product/ service]. You can check it out here: The Complete [Product/ service] Guide (in less than 10 minutes)

If you have any questions or hit any bumps in the road, please reply to this email, start a chat with our support team or visit our Help Center – we’re here for you 24/7.


Ang “Pro tips” na email 

Hi [Name],

Glad to see that you’re up and running with [Product/ service]!

In the next few emails, I’ll be sending you some tips to help you leverage the power of [Product/ service]. [Using top features, setting up automation, managing third-party integrations, etc.] – I’ll walk you through all that and more. Keep an eye on your inbox so you don’t miss a thing!

To get started, here’s a quick heads up on the three things that will save you a bunch of time in the long run:

Pro Tip 1: [details]
Pro Tip 2: [details]
Pro Tip 3: [details]

P.S. In the next email I’m going to show you how to [use a certain feature to reach a specific goal].

If you ever have any questions, I’m here to help – just hit reply.

Until next time,

Ang “Mag-book ng demo” na email 

Hi [Name],

As a new user, you’re now able to [use advanced product features to reach specific goals].

I want to help you get started by offering you a free one on one walkthrough of [Product/ service].

People in the past have found these sessions to prove both useful and helpful in highlighting the key features of [Product/ service] and also managed to gain some tips and tricks along the way. These walkthroughs usually last between 20-30 minutes, with plenty of time for questions.

To book an appointment, please click here and choose the most suitable time for you. Alternatively, let me know what time works for you.

Once again, thank you for choosing [Product/ service].

Ang “Paano ginagawa ng iba” na email 

Hi [Name],

Many people using [Product/service] for the first time are overwhelmed by its potential, but they aren’t immediately sure of how it can help them [achieve specific goals].

That’s why today I want to share a quick video that tells the story of [Other customer’s name], [Job role] at [Company]. He shares a behind-the-scenes look at exactly how he uses [Product/ service] to [reach desired goals].

I think it’ll give you some cool ideas for how you can get the most out of your new [Product/ service].

Watch the Video Here

Hopefully, you‘ve been rocking it with [Product/ service] so far. And who knows, maybe you’ll be our next success story!


Ang “Basahin ang aming libreng eBook” na email

Hi [Name],

Have you ever downloaded a free eBook?

Of course, you have! Who hasn’t? But have you ever actually read an eBook that you downloaded?
If you’re like most busy [marketers/ salespeople/ business owners, etc.], the answer is a resounding no! Why? Because most eBooks are too long, too boring, and offer little if any value.

Fortunately, our eBooks are not like that. Today I’d like to share with you one of the most popular resources we’ve ever put out: [Name of the eBook].

It’s packed with actionable tips and tricks for getting the most out of your [marketing/ sales, etc.] strategies that you can apply today. The best part? We’ve written it so you can easily read it on your lunch break and take action immediately after returning to your desk.

Download Your Free eBook Now


Ang email na imbitasyon sa webinar

Hi [Name],

[Product] is the [engine/ platform/ tool] that helps you [listing key benefits of your product or service]. We’re also here to provide tons of great resources to set you up for success, starting now.

Join us for a webinar, “Getting Started with [Product]”. A Customer Success Coach will guide you through [Product] to ensure you get the most value, as soon as possible.

Register Now

We also have a variety of [lessons/ tutorials/ guides] to teach you how to use [Product’s features] at your own pace and can be viewed at any time.


Ang email na imbitasyon sa live training

Hey [Name],

If you’re like most [marketers/ sales managers/ e-tailers, etc.], you’re focused on [performing specific actions to reach specific goals]. The truth is, it isn’t easy, and it isn’t always quick. But it is possible when you have the right strategies in place.

Today I want to tell you about a free live training I’m hosting:

Link to a Free Live Training Registration

In it, I’ll discuss how some of our customers like [Customer 1, Customer 2, and Customer 3] are using [Product/ service] to [achieve specific goals]. You’ll gain insights and actionable practices from industry leaders that you can put into action right away.

I would LOVE for you to attend. Even if you can’t join live, register now and I’ll send you the recorded webcast that you can watch at your convenience.


Frequently asked questions

Ang SaaS ba ay produkto o serbisyo?

Ang ibig sabihin ng SaaS ay “Software as a Service.” Ang SaaS ay isang software na dine-deliver sa gamit ng Internet. Ang SaaS provider ang nagho-host ng application sa kanilang servers.

Ano ang ideyal na haba ng isang SaaS onboarding email?

Ang matatagumpay na SaaS onboarding emails ay nasa gitna ng 6 hanggang 12 sentences.

Ano ang mga halimbawa ng SaaS?

Ang ilang halimbawa ng SaaS ay Mailchimp, Slack, LiveAgent, at Salesforce.

Subukan ang LiveAgent Ngayon​

May offer kaming concierge migration na serbisyo mula sa isa sa pinaka-popular na help desk solution.

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Balik sa templates Gumawa ng LIBRENG account

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