15 Engaging Welcome Email Templates for New Customer Onboarding

Welcome email templates for new customers are a great way to set a good first impression, introduce them to your product or service, and nurture a positive customer experience. They can also be used to provide valuable information and encourage customers to take action.

Welcome emails are important for a number of reasons. To start with, it’s your first email, so it allows you to make a good first impression on new customers. Second, they can be used to introduce your product or service and explain how it can benefit customers. 

Third, welcome emails can provide valuable information to help customers get started. Finally, welcome emails can be used to encourage customers to take action, such as signing up for a free trial or following you on social media.

In this blog post, we will share 11 engaging new customer welcome email templates that you can use to improve your customer onboarding process. We will also provide tips on how to write effective welcome emails that will help you reach more customers and improve customer retention.

Table of Contents

• 1. Free Trial Customer Onboarding Email Template
• 2. Paid Subscription Welcome Email Template
• 3. Introducing Relationship/Account Manager Email Template
• 4. Onboarding Kickoff Email Template
• 5. Onboarding Checklist Email Template
• 6. Explaining Product Benefits Email Template
• 7. Sharing Exclusive Resources Email Template
• 8. The “Getting Started” Video Email Template
• 9. Product Tips & Tricks Email Template
• 10. Sharing About Us Success Story Email Template
• 11: Sharing Customer Testimonials Email Template
• 12: Sharing Welcome Discount or Offer Email Template
• 13: Inviting to Social Media Community Email Template
• 14. Welcome Email Series 
• 15. Product Competitor Comparison Email Template
• Take the first step to provide an amazing CX

1. Free Trial Customer Onboarding Email Template

Subject: Welcome to Your Free Trial of [Product or Service Name]!

Hi [Name],

Welcome to your free trial of [product or service name]! We’re so excited to have you on board.

We know that you’re eager to get started, so we’ve put together a quick guide to help you get the most out of your
free trial.

– First things first: Create an account and log in.
– Take a look around: Explore our website and learn about all the features we have to offer.
– Try it out: Start using our product or service and see how it can help you achieve your goals.

If you have any questions, please don’t hesitate to contact us. We’re here to help you get the most out of your free trial.

Thanks,
[Your Name]

Why this email example works:

• Provides clear instructions for customer onboarding and how to get started.
• Highlights the features and benefits available during the free trial.
• Provides the customer a clear call to action to click the link and create an account.

2. Paid Subscription Welcome Email Template

Subject: Welcome to [Product or Service Name]!

Hey [Name],

Congratulations on your subscription to [product or service name]! We’re so glad to have you on board.

To get started, simply click the link below and log in to your account. Once you’re logged in, you’ll be able to access all of the features and benefits that we have to offer.

[Link to log in to your account]

We hope you enjoy your subscription to [product or service name]! If you have any questions, please don’t hesitate to contact us.

Thanks,
[Your Name]

Why this email template works:

• Congratulates the customer on their subscription to the product or service.
• Provides clear instructions on how to access the features and benefits as a paying subscriber.
• Welcomes the customer to the company’s community.

3. Introducing Relationship/Account Manager Email Template

Subject: Introducing Your Customer Success Manager

Hi [Name],

My name is [Customer Success Manager name], and I’ll be your dedicated customer success manager. I’m here to help you get the most out of [product or service name].

I’m excited to get started working with you!

About Me

I’ve been with [company name] for [number] years, and I’ve helped hundreds of customers get the most out of our products and services. I’m passionate about helping people succeed, and I’m committed to providing you with the best possible support.

What I Do

As your customer success manager, I’ll be responsible for helping you get started with [product or service name].

How to Reach Me

You can reach me by email at [email address] or by phone at [phone number]. I’m also available on [social media platform] at [username].

I look forward to working with you!

Thanks,
[Your Name]

Why this email example works:

• Introduces the dedicated customer success manager to the customer.
• Provides information about the customer success manager’s experience and commitment to support.
• Includes contact details for reaching the customer success manager.

4. Onboarding Kickoff Email Template

Subject: Onboarding Kickoff Meeting

Hey [Name],

I’m excited to schedule our onboarding kickoff meeting. We’ll be discussing your goals for [product or service name] and how we can help you achieve them.

The meeting will take place on [date] at [time]. We’ll be using .

Please RSVP by [date] so I can make sure we have enough time to cover everything.

I’m looking forward to meeting you and getting started!

Thanks,
[Your Name]

Why this email template works:

• Schedules the onboarding kickoff meeting with the customer.
• Mentions the agenda for the meeting.
• Asks the customer to RSVP for the meeting.

5. Onboarding Checklist Email Template

Subject: Your [B2B SaaS Platform/Ecommerce Store] Onboarding Checklist – Let’s Tick Off These Steps Together!

Dear [Customer’s Name],

Welcome to [Your B2B SaaS Platform/Ecommerce Store]! To ensure a smooth onboarding process, we’ve prepared a simple checklist for you to follow:

[Step 1]: [Explain the first step, such as creating an account or setting up a profile]
[Step 2]: [Explain the second step, such as exploring our products/catalog]
[Step 3]: [Explain the third step, such as completing a tutorial or attending an onboarding webinar]

Tick off each step as you complete it, and don’t hesitate to contact us if you have any questions along the way. We’re here to assist you in making the most of your experience with us.

Welcome aboard!

Best regards,
[Your Name]

Why this email template works:

• Provides a clear and actionable onboarding checklist for the customer to follow.
• Encourages the customer to reach out for assistance if needed.

6. Explaining Product Benefits Email Template

Subject: Welcome to [Company Name]: Discover the Power of [Product/Service]

Hey [Customer’s Name],

Welcome aboard! You’re about to unlock the full potential of [Product/Service] with [Company Name]. We’re excited to be part of your journey and help you [state core benefits and value propositions].

Here’s what you can expect from [Company Name]:

Benefit 1: [Description of the first major benefit]

Benefit 2: [Description of the second major benefit]

Benefit 3: [Description of the third major benefit]

To start harnessing these benefits, log in to your account and explore the various features. We’ve also included helpful tutorials in our knowledge base to guide you.

If you need personalized assistance, our support team is just a message away.

Cheers to your success!

Best regards,
[Your Name]

Why this email template works:

• Welcomes the customer and presents the value propositions of the product or service.
• Highlights the key benefits the customer can expect to experience.
• Directs the customer to log in and explore the features.

7. Sharing Exclusive Resources Email Template

Subject: Welcome! Your Exclusive [Company Name] Resources Await

Hi [Customer’s Name],

Thank you for choosing [Company Name]! Your journey to success has just begun, and we’re excited to assist you every step of the way.

To help you make the most of our [product/service], we’ve curated a selection of exclusive resources just for you:

[Resource 1]: [Brief description and link]
[Resource 2]: [Brief description and link]
[Resource 3]: [Brief description and link]

Whether you want to learn best practices, discover advanced tips, or dive into case studies, these resources are here to empower you.

Should you need any guidance, our customer success team is ready to offer expert advice.

Welcome to the [Company Name] community!

Best regards,
[Your Name]

Why this email example works:

• Thanks new users for choosing the company.
• The email formatting is clean.
• Mentions the customer success team for personalized assistance.
• Offers access to exclusive resources such as guides and tutorials.

Setting up a Knowledge base would be ideal in this situation. It allows you to build and edit product/service-related help articles and tutorials. A knowledge base of FAQs allows customers to access help instantly at any time, and from anywhere.

Empower your customers with access to instant solutions

8. The “Getting Started” Video Email Template

Subject: Welcome to [Company Name]: Let’s Begin with a Quick Tour!

Hey [Customer’s Name],

Congratulations on joining [Company Name]! We’re thrilled to have you as a part of our community.

To ensure a smooth onboarding experience, we’ve prepared a short video to guide you through the initial steps. Click the link below to watch the “Getting Started” video:

[Insert Video Link]

In this video, you’ll learn how to:

[Action 1]

[Action 2]

[Action 3]

After watching the video, you’ll be ready to hit the ground running.

Remember, we’re always here to support you. If you have any questions, don’t hesitate to reach out.

Welcome aboard!

Best regards,
[Your Name]

Why this email example works:

• Congratulates the customer on joining the company’s community.
• Provides a link to a video that guides the customer through the initial steps.
• Lists the actions the customer will learn from the video.

9. Product Tips & Tricks Email Template

Subject: Welcome to [Company Name]: Insider Tips & Tricks to Maximize Results

Dear [Customer’s Name],

Welcome to the [Company Name] community! We’re thrilled to have you onboard.

As you dive into our [product/service], we want to share some insider tips and tricks to help you maximize your results:

[Tip 1]: [Brief description of the first tip]

[Tip 2]: [Brief description of the second tip]

[Tip 3]: [Brief description of the third tip]

These tips have proven to be game-changers for our most successful customers across multiple use-cases.

Keep these insights in mind as you explore [product/service], and you’ll be well on your way to achieving exceptional results.

If you need any further guidance, don’t hesitate to contact our team.

Best regards,
[Your Name]

Why this email template works:

• Welcomes the customer to the community and offers tips and tricks for success.
• Encourages the customer to explore the product or service with confidence.
• Mentions the customer support team for further guidance.

10. Sharing About Us Success Story Email Template

Subject: Welcome to [Company Name]: Meet Our Successful Customers!

Hi [Customer’s Name],

Welcome to [Company Name]! We’re delighted to have you join our community of thriving customers.

As you embark on this journey with us, we thought you might find inspiration in the success stories of some of our long-standing customers. These individuals and businesses have achieved remarkable results with [product/service], and we believe their experiences will motivate you too.

Read their stories here: [Link to Success Stories]

Our goal is to help you achieve similar success. If you have any questions about how to replicate their achievements or need guidance along the way, we’re here to help.

Let’s make your success story the next one in our collection!

Best regards,
[Your Name]

Why this email template works:

• Shares real success stories from other customers for inspiration.
• Encourages the customer to achieve similar success and reach out for help when needed.

11: Sharing Customer Testimonials Email Template

Subject: Hear from Our Satisfied Customers

Dear [Customer’s Name],

Welcome to [Your B2B SaaS Platform/Ecommerce Store]! Our community is filled with satisfied customers who have experienced significant success with our platform/store.

Here’s what some of our customers are saying:

“[Customer Testimonial 1]”

“[Customer Testimonial 2]”

“[Customer Testimonial 3]”

We are thrilled to have you join us, and we look forward to helping you achieve your goals just like these happy customers.

If you have any questions or need assistance, feel free to get in touch.

Best regards,
[Your Name]

Why this email example works:

• Shares positive feedback from satisfied customers to build trust and credibility.
• Encourages the customer to get in touch for any assistance.

You can use CSAT (Customer Satisfaction) surveys to collect testimonials and gauge your customers’ satisfaction levels.

Easily collect customer feedback from Gmail

12: Sharing Welcome Discount or Offer Email Template

Subject: Enjoy [X]% Off Your First Purchase at [Your Ecommerce Store]

Hello [Customer’s Name],

Welcome to [Your Ecommerce Store]! As a token of our appreciation, we’re delighted to offer you a special discount of [X]% on your first purchase.

Explore our wide selection of [products/categories] and find the perfect solution for your needs. To claim your discount, simply enter the code [Discount Code] at checkout.

Hurry, this offer expires on [Offer Expiry Date].

Thank you for choosing us. We can’t wait to see you shopping with us!

Best regards,
[Your Name]

Why this email template works:

• Offers a special discount on their first purchase.
• Encourages the customer to explore the product offerings and use the discount code.
• Provides a deadline for the offer to create a sense of urgency.

13: Inviting to Social Media Community Email Template

Subject: Connect with Like-Minded [Industry/Interest] Enthusiasts in Our Social Community

Hello [Customer’s Name],

Welcome to [Your B2B SaaS Platform/Ecommerce Store]! As a part of our growing community, we invite you to join our social media channels where you can connect with other like-minded [industry/interest] enthusiasts.

In our community, you’ll have the opportunity to:

– Share your experiences and insights
– Learn from others’ successes and challenges
– Stay updated on the latest [industry/news] trends
– Participate in exclusive events and discussions

Join our social media community now:

[Link to Facebook Group]

[Link to LinkedIn Group]

[Link to Twitter Account]

We can’t wait to see you there and engage in exciting conversations with you!

Best regards,
[Your Name]

Why this email example works:

• Invites them to join the company’s social media community.
• Lists the different social media platforms where they can connect with like-minded individuals.
• Encourages the customer to engage in exciting conversations and become a part of the community.

14. Welcome Email Series

Part 1: Introduction

Subject: Welcome to [Product/Service] – Your [Solution/Advantage]

Dear [Customer’s Name],

At [Your Company], we’re dedicated to providing you with the best tools and solutions to [address the customer’s pain points or needs]. 

Over the next few days, we’ll be introducing you to the exciting features that make our [Product/Service] stand out from the rest.

Here’s what you can expect from this email series:

Part 1 (Today): Introduction – Discover the core benefits and the impact it can have on your [business/life].

Part 2 (Next Email): Feature Spotlight – Explore our [Key Feature 1], designed to streamline your [specific process/operation].

Part 3 (Follow up Email): Feature Showcase – Unleash the potential of our [Key Feature 2] for maximum productivity.

Part 4 (Final Email): Customer Success Stories – See how real users have achieved remarkable results with [Product/Service].

If you have any questions or need assistance at any point, feel free to reach out to our dedicated support team.

Let’s get started!

Stay tuned for Part 2.

Best regards,
[Your Name]

Part 2: Feature Spotlight #1

Subject: Feature Showcase #1: [Key Feature 1]

Dear [Customer’s Name],

Welcome back to our [Product/Service] email series!

Today, we’re excited to showcase our star feature – [Key Feature 1]. This powerful tool is designed to revolutionize the way you [specific process/operation]. Let’s dive right in to discover the benefits it holds for you:

Benefit 1: [Describe the primary benefit of Key Feature 1]

Benefit 2: [Describe another significant advantage]

Benefit 3: [Highlight a third benefit, if applicable]

[Key Feature 1] will help you to [solve a particular pain point or achieve a specific goal], saving you time, resources, and effort.

If you’re eager to explore [Key Feature 1] right away, simply login to your account and start experiencing its impact firsthand.

As always, our support team is here to assist you should you have any questions or need guidance.

Stay tuned for Part 3, where we’ll showcase our next exciting feature.

Best regards,
[Your Name]
[Your Title/Company]
[Contact Information]

Part 3: Feature Spotlight Email #2

Subject: Feature Showcase #2: [Key Feature 2]

Dear [Customer’s Name],

Welcome back to our [Product/Service] email series!

In this installment, we’re thrilled to present you with another game-changing feature – [Key Feature 2]. This dynamic tool is designed to elevate your [specific process/operation], revolutionizing how you [achieve a particular outcome or goal].

Let’s explore the remarkable benefits of [Key Feature 2]:

Benefit 1: [Describe the primary benefit of Key Feature 2]

Benefit 2: [Explain another significant advantage]

Benefit 3: [Highlight a third benefit, if applicable]

Curious to see [Key Feature 2] in action? Log in to your account and witness its potential firsthand.

As always, our support team is ready to assist you with any inquiries or assistance you may need.

Best regards,
[Your Name]
[Your Title/Company]
[Contact Information]

Part 4: Customer Success Stories

Subject: Discover Success with [Product/Service] – Real Customer Stories

Dear [Customer’s Name],

Congratulations, you’ve made it to the final part of our [Product/Service] email series!

Today, we’re excited to share real success stories from [Your Company] customers who have achieved remarkable results with [Product/Service]. These stories demonstrate how our platform has empowered users to [overcome challenges/achieve specific goals], making a significant impact on their [business/lives].

Here are a few examples:

– [Customer Name] used [Product or Service] to launch their new product in just 6 months.
– [Customer Name] used [Product or Service] to increase their website traffic by 300% in the past year.
– [Customer Name] used [Product or Service] to save $50,000 per year on customer support costs.

Like them, I hope you’ll be able to make the most out of this platform and experience similar wins.

We look forward to witnessing your success with [Product/Service].

Best regards,
[Your Name]

Why this email example works:

Understanding what makes a customer onboarding email workflow effective is more than just a glance at the subject lines. It’s about diving into the core of what each email represents and why it resonates with the reader. The customer journey includes setting the stage to delivering proof. Every message in this email sequence has a distinct role, all targeted at building trust and demonstrating value. 

Introduction Email: Starts with clarity. It sets the scene, letting customers know exactly what to expect. It promises solutions and shows a roadmap. No guesswork, just a clear path forward.

Feature Spotlight #1: Digs into details. This email isn’t just talking up a feature; it’s connecting the dots. It’s telling customers how this tool changes things for them, how it cuts out the waste and adds value. It’s practical, not theoretical.

Feature Spotlight #2: It builds on what came before, keeping the conversation going, offering yet another way to make things better. It’s not just selling; it’s solving, showing how this feature fits into the bigger picture.

Customer Success Stories: This is proof, plain and simple. No more promises, just real results from real people. It shows that what’s been talked about isn’t just talk. It’s action, it’s success, and it’s achievable.

Each email in this series has a job to do, and it does it without fuss. Together, they build a conversation that leads somewhere, not just selling a product but offering a solution, a way to make things better. That’s why they work. You can use any email marketing automation tool to send this sequence, or you could automate your email workflow inside Gmail with Hiver.

15. Product Competitor Comparison Email Template

Subject: [Product Name] vs. Traditional Solutions – See the Difference!

Dear [Customer’s Name],

I know you’re about to end your 7-day free trial of  [Product Name], and I wanted to give you a quick comparison of how [Product Name] fares against traditional solutions and our competitors.

Here’s why [Product Name] stands out as the ultimate choice:

[Comparison point 1: e.g., Enhanced Features]
[Comparison point 2: e.g., Superior Performance]
[Comparison point 3: e.g., Unbeatable Value]

<CTA to upgrade to Paid Plan>

I’ve attached a comparison chart that outlines the features and benefits of [Product Name] and [Competitor Name]. I hope you’ll take a look at it and let me know if you have any questions.

Best regards,
[Your Name]

Why This Works:

• Choice Made Clear: Lays out exact points where [Product Name] shines, eliminating guesswork.
• No Lofty Promises: Showcases tangible differences instead of making vague claims. This helps build customer loyalty.
• Respects Your Time: Gets straight to the point, providing evidence without beating around the bush.
• Honest Approach: An upfront, transparent method that cuts through the noise. This helps nurture your customer relationships.

Take the first step to provide an amazing CX

New customer welcome emails are an important part of the customer onboarding process. By following the tips in this blog post, you can write effective business welcome emails for new customers which will help you improve your customer onboarding process and build strong relationships with your customers.