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15 Engaging Welcome Email Templates for New Customer Onboarding

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15 Engaging Welcome Email Templates for New Customer Onboarding

May 23, 2024
11 min read

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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.

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Table of Contents

1. Free Trial Customer Onboarding Email Template

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

Frequently Asked Questions (FAQs)

1. What is a welcome email flow?

A welcome email flow, also known as a welcome series or welcome automation, is a sequence of automated emails sent to new subscribers, customers, or employees shortly after they sign up for an email list or make a purchase.2.

2. How do you write an email welcoming a new client?

To write a concise welcome email to a new client, include these key elements:

  • Subject Line: Indicate it’s a welcome message (For example, ‘Welcome Aboard’).
  • Personalized Greeting: Address the client by name.
  • Thank You: Express gratitude for choosing your company.
  • Next Steps: Briefly outline immediate actions or essential information (e.g., account access, key contacts).
  • Closing: End with a friendly statement expressing excitement about the partnership.
  • Signature: Include your contact details for any further queries.

3. What are the benefits of writing a welcome email?

For businesses, welcome emails create strong first impressions, build trust, and establish brand identity. These emails typically have high open rates, driving engagement and introducing key features. For customers, welcome emails provide helpful information, and exclusive offers, making their initial experience positive. 

4. How can Hiver help manage customer responses to welcome emails?

Hiver helps manage customer responses to welcome emails by offering a centralized inbox. From this inbox, you can assign customer emails to your team and get full visibility into what’s happening. You also get to create templates for responding to commonly asked queries. 

5. Can Hiver automate follow-up actions based on customer responses to welcome emails?
Yes, Hiver’s auto-responders enable you to automate follow-ups based on customer responses to welcome emails.

Shobhana has been recognized as a 'Top Customer Support Voice' by LinkedIn. Her expertise lies in creating well-researched and actionable content for Customer Experience (CX) professionals. As an active member of popular CX communities such as CX Accelerator and Support Driven, she helps professionals evaluate tools for their support team and keeps a keen eye on emerging industry trends.

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