7-Day Marketing Email Sequence for New Users

💡 Why You Need a 7-Day Marketing Email Sequence for New Users

In the SaaS business, the conversion from user registration to activation is a critical step. Timely and personalized email interactions can significantly improve user activation and retention rates. This template is designed to help you guide users through a series of well-crafted marketing emails during the crucial first seven days after registration, promoting early engagement and satisfaction.

👉 How the Template Works

This template is designed to enhance user experience and reduce early churn, covering the following two core functions:

1. New User: This database stores information and email addresses of all new users. It supports manual input and form submissions, with future plans to add Excel import and API synchronization features.
2. Email Series Automation: When the user status is updated to "Confirm to Send Email," this automation will automatically start, sending a preset marketing email every day for 7 consecutive days, guiding users to familiarize themselves with product features and usage processes.

🎯 Steps to Use

1. Install the Template
   Log in to the Bika platform and install the "7-Day Marketing Email Sequence for New Users" template.

2. Complete Initialization Tasks
   Follow the system prompts to enter the "Email Sequence Automation" node. Click each email sending step in sequence to enter the configuration page.

   

3. Customize Email Content
   Based on product features and user needs, review and adjust the email content to ensure it aligns with your brand style and effectively guides users through key activation steps.

   

4. Enable Automation
   After confirming the email content is correct, click to enable automation.

   

5. Add New Users
   Enter the "New User" database, add a test email address, and change the status field to "Confirm to Send Email."

   

6. Complete
   Your test email should receive the emails, indicating that the automation process has successfully run. You can then modify the email content as needed or continue adding user information. Before officially using it, ensure that all email titles and content are correctly configured.

👉 Who Should Use This Template

• SaaS Product Managers: Looking to improve new user activation and retention rates.
• Marketing Personnel: Increase user engagement through precise email marketing.
• Customer Success Teams: Guide new users through initial setup and provide necessary support.
• Startup Founders: Ensure new users quickly get started with the core features of the product.
• Product Operations Personnel: Optimize the initial user experience using automated processes.

⭐ Key Features of This Template

• Automated Process: One-click activation, automatically sends email sequences, saving time and effort.
• Personalized Content: Send customized emails based on user needs, enhancing interaction effects.
• Improve User Activation Rates: Systematic guidance process significantly improves user product activation and retention rates.

FAQ

Q1: How is the email sequence sent?
A1: When the new user's status is updated to "Confirm to Send Email," the automation process immediately sends the first email, and in the next 6 days, one follow-up email is sent each day to help users familiarize themselves with and use the product.

Q2: How to modify the email content?
A2: In the automation node, you can click each email sending step in sequence to easily modify the email titles and content to better meet user needs and brand image.