How to Customize Your Welcome Emails?

You just get a single opportunity to establish a pretty good first impression. This is similarly as obvious with email as it is in real life.

In the online epoch, you do not have the chance to actually welcome and converse with your clients. Well, customer onboarding welcome email is a pro at it. Yes, the most ideal approach to make an awesome initial connection is to send a single or a progression of a well-crafted welcome email for customers.

A welcome email is as similar as a first date. Further relations rely upon the initial feeling: If you commit an error, it’s absolutely impossible that the subsequent gathering will occur. Same with the SaaS businesses. You ought to win clients’ trust with the first welcome email you send. You will get a dedicated audience and increased sales as a wonderful reward.

Huge brands and organizations are continually investing amounts of energy to be the best in the market by utilizing a few email advertising techniques. In these procedures, the client is placed at the core. That is why the product pioneers invest a large portion of their energy in enhancing each touchpoint with the client.

Your welcome email will shape the connection between the entirety of your future messages and your subscriber. It can likewise affect an individual opening your future messages or not.

Despite this, numerous small independent companies miscalculate the impact welcome email has on the recipient’s brand impression. Consequently, ending up in endless lost sales and possibilities. The genuine misfortune here is exactly that it is so natural to create a heavenly welcome email that will convey an extraordinary initial feeling and produce extra deals.

Welcome messages can produce more income than any special email, and the open rate is multiple times over a normal email advertising effort. Creating the ideal invite email and timing it right can change your client connections for eternity.

Here is a guide for learning everything about new customer welcome emails. Stating its significance to have one, essentials, new customer welcome email templates, and examples of welcome emails to new customers.

What is a Welcome Email?

A welcome email or a message is the primary email after the subscriber signs up to your email list. This is where large brands begin presenting their product and service offerings.

The initial email can be only a direct hello, followed by a SaaS email sequence at set timings to create more awareness about the product and services. Since welcome messages work, it is anything but a crucial part of creating the initial impression about an organization. It additionally chooses how the connection between the organization and its clients will be.

Henceforth, the expert suggestion is to invest more energy in planning and making a perfectly crafted welcome email. This will help you fabricate more trust and commitment with your audience.

Why is a welcome email important?

But first, here is a story for you. It is quite related to the subject.

Imagine that you are out with your bunch of friends on your birthday. And you were looking for a place to have your birthday lunch. After some research online, you found a place downtown that got an interesting menu and pretty good reviews.

When you came to the restaurant, the first thing you experienced was confusion. You did not know in which direction to go (it wasn’t an open space). And no one was there to greet you and your friends. Or, at least show where you all can take a seat. The place itself was pretty dark and did not really give you a fun vibe.

When you went to find a table, a waiter from the bar told you there were no free tables. He was pretty rude and did not really give you an idea when one would be available. Almost as he thought to himself, yeah, we are full right now, so your birthday lunch is not that important.

OK, this one can also be on you for not making reservations. Maybe you thought it would not be needed for lunch that day as most people prefer dinners. Don’t they?

Your lesson learned, always make reservations.

Anyway, you felt bad. You and your friends left the place and went for a walk to find some other spot. As you were all walking down the street, you saw a really nice-looking restaurant.
The exceptional “Big Day 4 Course Meal” board was placed at the entrance. Everything was decorated with the big day theme too.

Let us check here it looks great, one of your friends shouted.

Immediately as you all came in, you were welcomed by a waiter and shown to the tables. As you were seated, he gave you a quick overview of the menu. Also, told what specials they are having for today and why they have decided to offer only 2 different 4-course meals for today.

He explained how their chef goes to the farmer’s market every day to get fresh ingredients, and only then will he create a menu for the day. He even took care of your coats. Then brought your table a birthday cake (maybe one of your friends passed a quick message to the waiter) and a bottle of complimentary champagne as you looked at the menu.

These are all the little things that happened, but they made you feel special and valued. They set the mood for the rest of your lunch, and a day that almost turned into a disappointment ended up being awesome. And you are ready to taste the delicious 4-course meals that are about to arrive in some time.

So why is this story here? It has something to do with first impressions.

It requires just a few seconds for one to establish the first connection. And whenever that is set in, it is hard, almost difficult to switch it.

We should return to the story. Who established a better first connection?

The first cafe where you were abused and left in disarray, also the energy it had… Or the second spot where you were quickly attracted by the appearance and had the top-of-the-line invite treatment?

Indeed, the subsequent one was a legend!

Presently consider your emails and how you begin building a relationship with your subscribers. What is the initial feeling they are getting from you?

This is the thing that welcome email does, establishes that first connection among your subscribers.

Do you at any point have a new customer welcome email set up? Did you place any ideas into the experience? Or is it simply something conventional you likely use from the default layout your email service furnished you with?

Possibly you do not have an idea, what to expound on or never had the opportunity to truly give it much consideration.

However, do not bother. This guide is for you. You will know how to write a welcome email for subscribers to establish the vibe for the upcoming period with your subscribers.

If establishing a decent first connection is not a reason enough to show the significance of a welcome email, let me show you a few benefits and numbers around it.

Welcome emails or messages make an ideal initial feeling as well as witness other huge advantages, for example,

Higher open rate

Welcome emails have 86% higher open rates and commitment than other promotional emails. They give a better idea about the brand to the clients. Moreover, affirm the impression they hold about your business.

Successful onboarding

Welcome emails are fundamental for teaching clients and rouse them to make the right moves. It is anything but a step-by-step manual for clients to continue utilizing the product or service legitimately.

Increase commitment

Welcome email for the customers is an incredible method to build product engagement. Moreover, they open up discussions and draw in clients to utilize the product accurately to get important advantages.

On average, welcome messages produce up to 320% more income per email premise than other limited-time messages.

Subscribers show a 33% greater commitment to the brand when they get a welcome email.

Welcome messages that contain offers can increase income by 30% per email, contrasted with welcome messages with no offer.

Welcome messages have a 14.4% snap rate, whereas only 2.7% in other types.

The conversion rate is 0.94% for welcome messages (4.01% for real-time emails), whereas a common email has only 0.10%.

50% of the Welcome messages are sent just after the client has signed in. (Source)

We should kick this gathering off. Time to dive in and know what is in the guide for you?

Before sending a welcome email!

Use lead magnets to develop your email marketing list. As soon as the new user signs up to your email list, let them know that they will receive a welcome email. A plugin like Optinly can assist with creating an email list and creating popups to display these messages. This fills in as an affirmation for the client that they have been effectively bought in.

When a prospect leaves their data, connecting with them and inviting them to your brand seems like a major issue. You need to strike the iron while it’s hot; in any case, the prospects will lose interest.

Do you see now how important a new customer welcome email and an email list are for your email strategy?

Great, so how about we perceive how you can make a greeting email for new customers yourself.

Essentials to creating a stunning welcome email

Let us discuss the fundamentals of creating a welcome email that can be a part of your customer retention strategy. Also, help you to express gratitude to customers and how valuable they are to your business.

1. Trigger email at the impeccable timing

Timing is everything with regards to compelling email marketing. It is vital to send a welcome email right after clients have signed up. Because 74.4% of clients anticipate a welcome email with their extended interest in your brand.

The chances are that the user is still on the web and checking your site or social media pages to know more about you. Every little thing about you is new in the client’s mind. This is the best and ideal opportunity for upselling or strategically pitching as well. Sending a welcome email right now will assist in getting that interested user further in the pipe.

You need to impeccably time a welcome email. It’s the ideal chance to expand your commitment or entice subscribers with some offer. If they’re sharp, they may very well make their first buy utilizing the offer you gave. Keeping the interest supported is significant. So if there is a postponement in sending the welcome email, it’ll be an exemplary instance of ‘no longer interested in you.’

The best ideal opportunity to send your first welcome email is following the signup or a product purchase.

You don’t need to sit 24×7 and hang tight for a client to sign up so you can send your welcome messages. Every one of these can be automated with the utilization of an advertising automation tool.

You can pick an email promoting tool that triggers your welcome messages with high email deliverability when you have a user subscribing to you.

2. Craft a clear subject line

Welcome emails are really captivating when they have a really distinguished headline.

Your headline is similar to your non-verbal communication and manners. Actually, your character determines whether somebody would need to converse with you. Similarly, the headline decides whether your subscriber will open your email or it is going to the trash unopened.

The headline should trigger a straightforward question in the beneficiary’s mind. Show me more! When this occurs, you won the main fight of getting your email open. That is why composing a title is viewed as a blend of craftsmanship and science. You need to deal with different variables like feelings, thoughts, the right amount of words, etc.

Each brand welcomes its new subscriber in a different manner depending on their specialties and business type.

Remembering this, you should give special consideration to your headline.

Create it as engaging as workable for the recipient so you can guarantee a greater open rate.

Here is a sample of the email headline for a LinkedIn premium welcome email. It’s reasonable and forthright. The title likewise says, ‘Let’s get started,’ which demonstrates that the mail contains the features accessible to premium clients and what they can accomplish utilizing them.

3. Thank your new subscriber

When your new subscribers have confided in you with their email ID and chose to give you access to their inbox, it’s ideal to say thanks. Just thanks in welcome messages is a method of recognizing your subscriber for confiding in you and adds a human touch to your automated emails. Say “thank you” to your subscriber for picking you. Appreciation fills good sentiments. So by expressing profound gratitude, you emphatically affect the outlook of your subscribers and assist build brand loyalty.

You have to be very clear in the appreciation note for your subscriber. And give them nuances on what they can accomplish utilizing your platform.

The competition is exceptional in the market to such an extent that you should appreciate the subscriber for signing up for your brand. Tell them that you are glad to have them on your email list.

4. Tell them your story

Since welcome messages are subject to sales in nature does not mean they can’t be entertaining. You can make a heavenly welcome email and use it to recount your brand’s story. Narrating is an amazing asset to keep subscribers locked in.

As an augmentation of your presentation, you can impart your story to the subscribers. When the subscriber shares his/her email id, they are interested to find out about how you began and how things moved by. Make a move to cut them down the world of fond memories and tap on their passionate nature.

Make your story fascinating to peruse for the subscribers. Numerous brands convey endearing stories in the welcome email about how they began from a little room and afterward extended their traction across the world. Or then again add a video clarifying your excursion up until this point. Such stories convey a tremendous potential to convert subscribers. As they give them the inclination that you are just conventional individuals very much like them.

Here is the story of charity: water. It has sent a really touching story in the form of an email to the subscribers.

5. Ask for referrals

Why not? Email subscribers through a referral will generally be much more locked in. When a friend suggests something, that suggestion, for the most part, conveys undeniably more reliability than different sources. As it could be considered as informal. A reference request develops a feeling of trust, and that can make loyal clients. It is a reliable method to construct an email list. You may even decide to offer some gift if they do it.

You may not get huge volumes of new subscribers from your reference request. However, the ones you do get will probably be of high worth.

A few brands already use referral marketing techniques and offer extra discounts to individuals who assist them with getting clients.

6. Visually appealing

Make your messages look outwardly engaging by utilizing various colors that bring out various enthusiastic responses. Build a brilliant experience by utilizing beautiful and eye-catching visuals in your welcome email template.

So incorporate visuals to make your messages engaging. As per the message you wish to pass on, you can add pictures, GIFs, and embed explainer videos in your welcome messages to make them more tasteful.

For example: If you are from the B2B area, you can add a video for your welcome email clarifying the utilization of your SaaS product.

Then again, eCommerce stores can take the help of GIFs to exhibit their products to the subscribers.

Advertisers who need to stand apart can go above and beyond and incorporate animated illustrations or 3D pictures in the welcome email. It will make your subscribers anticipate your future messages.

7. Personal greeting

Give recipients a vibe that you’re not simply one more contact in their email list.

Even though your welcome message is automated, it need not appear as though one. 10 years prior, the assumption was sending personalized welcome messages. The requests of the cutting edge are moving towards a considerably more hyper-personalized consideration.

Obviously, you should utilize first-name personalization in your welcome messages; that is a best practice. Be that as it may, we have progressed to an existence where first-name personalization would not do the trick. You need to feel free to share a welcome email that gives the drift that it has been solely made for the beneficiary.

Compose messages that welcome the user beyond”Hello [First Name]”.

8. Set the right expectations

While you are making a welcome email, let your subscribers realize what’s in store from you. Here are a couple of things you can portray in your welcome email.

What sort of messages would they be able to anticipate from you later on?

Inform them as to whether you’re sending them a bunch of blogs or possibly new data about your brand or product. Tell your subscribers precisely what you intend to converse with them through your messages.

How regularly will they hear from you?

Expecting you will not be malicious, we should discuss the recurrence of your messages. Will you send them an email each day, once a week, or a couple of times each month? Tell your clients how regularly you intend to speak with them in the welcome email itself.

Around when they will hear you?

In circumstances where you know which day of the week or the month works for you, you could likewise tell your beneficiaries when to anticipate the email.

Will you offer elite discounts to subscribers?

Can your subscribers have elite access to offers or products you are adding to your portfolio? Tell them that they’re unique and of their advantages since they have signed up with you.

9. Deliver the incentive you guaranteed

Your clients love getting gifts and incentives. The equivalent goes for your new subscribers. As a welcome present, you can offer them a discount coupon code or your product’s free trial, or a sensible asset that would be appropriate for them. If you have guaranteed a gift in the subscription process, keep up with that guarantee and send it in the welcome email.

So, deliver what you vowed to ensure you don’t lose validity.

You can likewise give links to helpful blog posts and how-to guides, FAQs, digital books, a checklist, and explainer videos to keep subscribers intrigued. Regardless of whether you don’t have these assets on your site, you can generally curate the best of such assets and offer them to the subscriber.

10. Include a Call to action (CTA)

Each email has a purpose. Your messages better not be random. Albeit welcome messages are only a cordial presentation, your client will need to know “What’s next?”. Do not leave them hanging with simply a welcome message and try beyond just a welcome email. Educate them regarding the further steps they can make.

Your initial welcome messages ought to be more enlightening. You can disclose how to viably utilize the product or service which the client just purchased from you. So as opposed to attempting to sell more, ensure all your initial call to action in the entirety of your welcome email series are going to an educational piece of content. It can either be pursuing their free trial or downloading a whitepaper. Whatever it could be, feature it in the welcome email. Without realizing what to do straightaway, your subscribers won’t make any move. Subsequently, you should guide them to the next steps.

So ensure you have a reasonable call to action in your welcome emails.

11. Request subscribers to add your email address to their contact lists

Request that your subscribers add your email address to their location book. Getting them to add your email address to their contacts is the most ideal approach to guarantee you don’t get set apart as spam. This technique is known as whitelisting. Whitelisting is perhaps the main thing with regards to powerful email marketing. It will assist you with improving your email deliverability by guaranteeing that all your future messages arrive at the subscriber’s inbox.

Don’t just request that subscribers add you to their contact list. You need to make sufficient ground for them never to miss your messages.

12. Incorporate contact info and links to your social media handles

Including links to your social media handles in your welcome messages is an incredible beginning. And it is smarter to request that your new subscribers follow your business via social media. If they like your brand and content enough, they may follow your social media feeds as well! As it assists your clients with being more connected:

  • By collaborating and finding out about new products and services
  • Keeping up to date on organizational news
  • Find out about promotion offers, and be driven.

With each email, give clients a path to reach you. So it doesn’t feel like they are speaking with an automated system. Giving contact data and social media links is a brilliant method to improve your relationship.

13. Share social proof

Your subscribers trust their peers more than they accept the claims of a brand. Consequently, make it a highlight to share client reviews and testimonials from individuals who have effectively availed of your services and given them a shot. Such constructive feedback will develop the subscriber’s certainty and soothe them of any hesitation before purchasing. Since your welcome email is the first touchpoint, sharing the testimonials will improve the probability of your subscriber understanding it.

14. Incorporate an option to unsubscribe

Allowing your subscribers to leave is certainly not an extremely lovely thing. But it is smarter to permit them to unsubscribe than having an uninvolved subscriber in your email list. Invariably incorporate an unsubscribe link in the entirety of your messages; a welcome email isn’t an exemption. There are a few advertisers who consider why to allow people to leave in the first place. Even though they have just joined your email list. That is not a smart thought. All things considered, as indicated by spam rules, you should consistently incorporate an option to unsubscribe in the email footer.

Having an unsubscription link in the entirety of your advertising messages, including the welcome email is vital. It is fundamental to guarantee you generally give your subscribers the alternative to end their correspondence with you. When clients don’t track down a reasonable method to unsubscribe, they by and large report the email as spam. This can affect your general sender fame with the mailbox service provider. In addition to the fact that it helps you keep your email list clean, however, it is additionally GDPR compliant. Not putting something like your organization address or unsubscribe link can put you in danger of a penalty.

15. Feature the range of products and services

Utilize your welcome email to exhibit the products and services that you provide. Educate the subscribers concerning your top-rated products and most blazing arrangements. Let them know about any ongoing sales if you run one currently. These offers will captivate the client to go to your site and look at the items or administrations.

You can utilize static and animated images to draw the subscriber’s attention and drive them to make the purchase.

16. Prompt to ‘reply ’and reach out to you

Leave your subscribers with an inquiry in the welcome email and urge them to hit reply. Brands have begun executing this stunt, and subscribers are entirely open to reaching out to the brands and reacting. Correspondence is the way to powerful advertising. Maybe just don’t send your welcome email only to invite them, but make it intuitive as Sleeknote does.

16. Stick to the brand guidelines always

You should consistently follow the brand rules and this applies to each marketing correspondence, including your welcome messages. Regardless of whether it’s the colors, the textual style, or the logo, ensure each component is lined up with the marking rules spread out by you.

If you do not follow this exercise, your subscribers will find it hard to identify your brand.

It is significant that you likewise use colors that are related to your brand. This way, you can unintentionally remind the clients about your organization as individuals will generally interface colors to brands.

Eventually, this will hamper the brand recall.

17. Keep optimizing your emails

Screen the performance of your welcome messages and check whether you are getting the open rate, active clicking factor, and conversion rate as wanted. If not, upgrade the welcome emails for better outcomes.

Here is a look at how Wistia’s welcome email evolved with time.

That is how brands should continue developing and searching for better approaches to connect with their subscribers.

You can even complete A/B testing and test various varieties of your welcome email headline, duplicate, plan format, CTA duplicate, and its position. Then, at that point, you can share the victorious version with your future subscribers.

The best welcome email templates

As simple as they would sound, welcome messages are not a one-size-fits-all format that brands can utilize. There are various templates that you can pick the ones that suit the objective you need to accomplish. Here are a couple of new customer welcome email templates for your reference that you can take in some things from!

The thank-you one

If you simply need to thank subscribers for signing up for your content, just do that precisely in your welcome email. Liking each exertion your subscriber takes in their excursion with you, assists them with staying motivated. Here’s a sample of a thank you email from Blinkist that shows their appreciation and characterizes what subscribers can anticipate. It is anything but a solitary CTA that takes the subscribers to find more and explains when they would get messages from Blinklist.

The offer welcome email

An offer email is one where you convince subscribers with a discount offer specially for them in interest for their subscription. And, for the most part, legitimate just on their first buy. In some cases, these offers have a legitimacy period to guarantee subscribers take up the offer sooner than later. You can also send another email with an extended offer period for the customers and surprise them. Here is a sample email example that communicates the extended offer message.

Hello, we are glad you are here!

The most widely recognized of all welcome email templates is hello, and get started with this email. The objective of the email is normally expressed in the title. This email template assists subscribers with understanding what the product or service is and how to utilize it.

This reference email of Indeed gives its subscribers a guide on what to do next utilizing its platform. It also gives its subscribers noteworthy steps and perusing material that guides the subscriber’s profession.

Free plan or trial welcome email

These are messages sent when possibilities pursue a free trial or a plan with your brand. Since each client is on a different hunt with your brand, you can’t have a fixed welcome email template for all subscribers. When somebody buys into your free trial or plan, it assists with clarifying how long their trial is substantial, what you give in the free trial or plan and how to begin.

Here’s the ideal sample of a free trial welcome email template by Whereby that gives complete data on what their free plan incorporates. So subscribers are not shocked when they pass up something. The email likewise gives the choice to take up to a premium upgrade if the user requires more features.

Video – the fun way!

A great method to present your brand and stand apart among other welcome messages is by utilizing videos or GIFs in yours. With the rising utilization of video content, utilize the open paces of your welcome email carefully. You can use a video to flaunt your brand’s personality. Or to educate the subscribers on the best way to utilize your product or service. Airtable utilizes a video welcome email template to help its followers begin utilizing its platform effortlessly.

Should the welcome email be a series?

Clearly, your subscribers are signing up on various sites from time to time. They may be making their first purchase from various sites. Considering this, they are probably going to get a ton of emails from different brands. Presently, imagine a scenario in which the lone welcome email that you send gets added to that pile of unopened messages. It would be a total waste of your time and endeavors as it won’t yield any outcomes for you.

Accordingly, it is prudent to send a series of welcome emails that will arrive in the subscriber inbox at a foreordained time.

Benefits of sending a welcome email series

Take a look at this picture. Does it look common?

Imagine your customer onboarding welcome email landing in an inbox like this with so many unopened messages!

That is really overpowering, correct? This is the situation for a large portion of your endorsers.

Presently, assume you have sent only one welcome email to such a subscriber. It is the probability that they won’t get an opportunity to check it. Even if they open your welcome email and read it, they will hardly remember it.

Therefore, you should consistently send a series of automated welcome messages. It will allow you different opportunities to be on top of the inbox and gain the subscriber’s attention.

If it is your day of reckoning, your subscriber may wind up perusing every single email of the series, eventually prompting conversion.

So what would you be able to send in as an email series? Having a SaaS email sequence in place has its advantages. Here are a few tips on having one.

The very first email can simply welcome the subscriber, provide data in your USPs, or a first-time discount.

The second email goes above and beyond and showcases their well-known products to the new subscribers. Or essentially remind them about the first welcome email that had a first-time discount.

In the third email, ask for the subscriber’s birthday to send them a birthday gift in the email. Or simply to sign up for membership and procure loyalty points.

Check out how Grammarly runs its SaaS email sequence.

The absolute first email any new user gets from Grammarly is really long (well, almost all of their messages). In any case, guess what? We’re here for it. All that is in the email is there on purpose. Let us explore!

The objective of this email:

This email familiarizes the new clients with Grammarly as a product as well as the brand. This email contains a few interesting highlights:

  • Emotional association to improve writing
  • Showcase the multi-channel aspects of Grammarly
  • Fast and basic how-to
  • Ability to set inclinations based on the kinds of incoming emails
  • First greeting to upgrade

Key takeaways from this email:

Here we love the idea that Grammarly shares the “why” behind their brand before getting into the product descriptions. This can fill in as a best welcome email template for applications and SaaS products. Begin with why you do and what you do. Then, discuss where they can utilize the application, and how.

Then, Grammarly comes up with a second welcome email to new users.

The objective of this email:

In this email, Grammarly jumps further into something presented in the first email in the series. It talks about the way that Grammarly can be utilized across numerous gadgets.

Key takeaways from this email:

With your first email, you need to give new clients a prologue to the features of your brand and your product. With the subsequent email, broadly expound on the main thing clients need to know. As far as you might be concerned, that may be utilized across gadgets, or it very well may be an outline of the top features or products.

After those two messages, Grammarly doesn’t burn through any time. They go right into offering the Premium upgrade, and these overhaul offer emails proceed with every week consistently.

The objective of this email:

This email works really hard to exhibit the highlights of the Premium upgrade. And the effects of utilizing it. The “Premium Spotlights” hit a passionate nerve with individuals who are stressed over their writing capacity. So along these lines, Grammarly is selling the product while sharing the content. Shrewd!

Key takeaways from this email:

Utilize passion-influence strategies in your messages without falling back on an unpleasant email copy that jabs at individuals’ problem areas.

Here is another offer upgrade email, which is the fourth email that any new user will get.

The objective of this email:

This email explains what is excluded from the free version. And provides the client a convenient proposal to subscribe to their yearly pack.

Put your pricing table in your email. However, without the pricing to urge more clients to navigate to see the discount.

The team Grammarly is certainly having loads of fun enhancing its emails. Along with the other content and tips, they have added data to show how the client positions against the entirety of their 20 million clients.

A few best welcome email examples

A couple of best SaaS welcome email examples


Canva’s email template design is clear, not much, but rather recognizable. There is not a lot they talk about in their design. But Canva’s welcome email directs the new clients to the next steps to utilize Canva. It is self-evident, so it’s not difficult for even a first-time user to explore their way through Canva. All you need is Canva. Canva is not only free to use but also simple to utilize. So by utilizing three steps, you will have the option to make a decent design making Canvas welcome email persuading, engaging, and simple to utilize.

It is anything but a review text which determines, “in all honesty, you got the ability to make splendid design,” which is a great call to action. They persuade a client that you can make and cause individuals to see the value in what you have done. Their CTAs are splendidly hued, which will generally stand out for people as it likewise connects with colored visuals, which shows the platform capacity.

CoSchedule has a strong and extremely basic welcome email.

It’s short, very much organized, and contains all that is essential; anything pointless has been forgotten about.

Their incentive is extremely clear – significant content advertising tips. Just from this, you can comprehend that they know their crowd well.

Individuals need tips they can execute that will get the results.
CoSchedule has noticed who their crowd is – advertisers, bloggers, and social media chiefs.

This stands out enough to be noticed by individuals who recognize themselves with these jobs. This makes it more pertinent as they probably are aware this content has been made particularly for them.

Likewise, they have requested individuals to pursue a free trial directly from the welcome email.

Also, they have clarified the advantages of their tool, so it may very well be working for them.


When you are turning into a new employee, it is somewhat like marrying into another family, right? Likewise, organizations resemble huge families. Or then again second families. It is nothing unexpected that “Welcome to the X family” is perhaps the most mainstream welcome message. Being dealt with like a relative infers and inspires good sentiments.

Here is an onboarding email from SEMrush that utilizes this method for welcoming new clients:

It actually requests that you affirm your email address. The part about joining the family is intended to decrease the blow. Furthermore, it recommends that you have joined beforehand. Regardless of whether there is one little step left.

Dealing with new clients like “family” assists with loosening things up. Regardless of whether it’s anything but hyperbole.


The favorite part about TruConversion’s welcome email is that it is really close to home.

It’s anything but an email that the CEO of the organization has recently created and sent across to you. Consequently, it truly catches your eye.

Being welcomed by the originator of the organization for joining their email list truly sticks out.

The CEO makes it all clear to the new subscriber what sort of content they will impart to them and how frequently.

Another best part is that they utilize a “P.S.” to educate you concerning their free trial. This makes it not pushy but it is excessively apparent simultaneously.

When an individual signs up for your newsletter, it means that they want to hear from you. They are showing interest in your brand, need to know your area mastery, and be a piece of your local area.

Building a solid subscriber list and drawing in them assists with knowing why they are significant and communicate viably. With welcome emails for clients, you offer the most obvious opportunity to make them part of your industry.

Here is the case of an email to welcome newsletter customers that are sent after clients sign up for the newsletter. They followed the listen-first methodology rather than product engaged message or product explicit call to action. They asked their subscribers questions, for example, For what good reason did you sign up? What do you require assistance with? Or What issue would you say you are attempting to address? Or then again basically request that individuals share a tad about what their identity is.
The major takeaways from this welcome email are:

  • Make it very clear what they can anticipate from these emails.
  • Ask the right sort of inquiries to start a sound discussion.
  • You can share the best assets dependent on their inclinations to keep them drawn in and promptly convey the worth.


Wistia has the welcome email that, as far as concerned, stands apart the most.

They welcome you in a truly pleasant manner, and the gif picture that they put in the email is lovely.

It looks truly cool to see that there are excited and energetic individuals at what they do. Also, they have taken time to study your inclinations and necessities (additionally the first organization that does that in the welcome message).

Bonus tips

  • Always test your welcome messages and the automation operation flow to see that the correct individuals are getting the emails.
  • Do not send your welcome messages (or any kind of messages) with a no-answer email address. Keep the sender’s name recognizable. So that in a split second, the client can recall your brand.
  • While presenting yourself in the welcome email, add an image of your team or work environment. It’s anything but an individual association with the peruser and makes them feel like they know you.

To sum up

Gaining new leads is the simplest portion of the cycle. Keeping these leads, transforming them into clients, and keeping a steady retention rate is the genuine challenge. And everything begins with a welcome email. Welcome messages have the most noteworthy open rates than some other email movements.

It’s the email that will establish that first connection and start a relationship with your subscribers.

Put out one primary objective you need your welcome email to achieve.

Have a genuine effect with your welcome messages and take a stab at hitting numerous components of impact:

  • Trigger email at the impeccable timing
  • Craft a clear subject line
  • Thank your new subscriber
  • Tell them your story
  • Ask for referrals
  • Visually appealing
  • Personal greeting
  • Set the right expectations
  • Deliver the incentive you guaranteed
  • Include a Call to action (CTA)
  • Request subscribers to add your email address to their contact lists
  • Incorporate contact info and links to your social media handles
  • Share social proof
  • Incorporate an option to unsubscribe
  • Feature the range of products and services
  • Prompt to ‘reply’ and reach out to you
  • Stick to the brand guidelines always
  • Keep optimizing your emails

Contingent upon your objectives, pick up the kind of welcome email organization for your

  • The thank-you one
  • The offer welcome email
  • Hello, we are glad you are here!
  • Free plan/trial welcome email
  • Video – the fun way!

You can utilize only one type, or you can mix more for a more prominent impact. Be cautious here not to get deviated from your one objective.

Request that your subscribers mention what their fundamental problem area is. Or the explanation they signed up into your email list. Request that they reply to your email.


Since you need to draw in with your subscribers. Email is intended for discussions, all things considered, so start one!

There are such countless beneficial things that come from this:

  • You extend the relationship with your subscriber
  • Your email quickly gets on their contact list, you get extended whitelisting
  • You study individuals who chose to buy in for your messages.

This will assist you with segmenting. Furthermore, give you pointers on what sort of content you should concentrate on so you can offer more benefit to your subscribers.

You just have a single possibility for establishing a first connection.

It is made in a few seconds, can keep going for a lifetime and it’s extremely hard to transform it.

It truly is that amazing.

Since you are clear about the impact and how welcome emails are organized, we should return to the story from the start of this article.

The second the waiter embraced you, that was warmly welcomed. Furthermore, it was quick.

He took you to your table and gave menus, those were the following steps and showcasing.

You likewise got a bottle of free champagne, you could view it as something like a unique offer, but what they truly hit here was correspondence.

He additionally revealed to you how their menu is made and how their chef goes to the farmer’s market each day, that was the story.

Everything together made an incredible welcome experience and you were made to feel charmed. Also, that is the reason you would keep on returning to the same place.

B2B SaaS welcome email sequence accomplishes something beyond building a positive picture for a brand. Their errand is to pass on the worth of a product or service to the customers. Also, to stir their inspiration and the longing to reach you and purchase a product.

If you are not having the right welcome email set up then you are losing more money. Applying the tips shared here without a doubt will give you an edge over your rivals. Since you know the entirety of the fundamental parts that make up an incredible welcome email, it’s an ideal opportunity to begin making your own!

Work together with your product team and see what you can accomplish.

Author Bio
Tharani Asokan 
Tharani Asokan
Tharani is a blogger and round-the-clock learner. Apart from blogging, she has years of experience writing content for social media promotion, explainer video scripts, project case studies, and various forms of content. When not busy writing, you can find her exploring movies, cooking, and of late discovering the amateur voice artist in her.