💡 Why You Should Use Onboard & Engage: New User Welcome Automation

A successful onboarding experience is key to high retention and satisfaction. Kickstart user engagement with an automated welcome series that creates a positive first impression and fosters connection from the moment users sign up. This template is perfect for welcoming new users, inviting their feedback, and sustaining engagement—all without manual follow-up emails.

👉 How the Template Works

1. Warm Welcome Email: A friendly greeting introduces users to your product, including an optional unsubscribe link.
2. Follow-up Email (After 4 Days): For users who remain subscribed, a follow-up email is sent after 4 days, inviting feedback to help improve the product.
3. Unsubscribe Tracking: If users choose to unsubscribe, they are automatically added to an “Unsubscribed Email Users” list, ensuring future emails respect their preferences.
4. Analytics: Track engagement, retention, and open rates to measure the effectiveness of the onboarding process.

🎯 How to Use

1. Save to Your Space: Begin by saving this template to your Bika.ai space, creating a personal copy for your project.
2. Customize the Automation Flow: Adjust the automation steps as needed to align with your onboarding strategy and user engagement goals.
3. Adjust Email Content: Customize the welcome and follow-up emails to reflect your brand’s voice and values.
4. Set Up Unsubscribe Options: Configure the “Unsubscribe Form” to allow users to easily opt-out if they wish.
5. Monitor and Refine: Track user engagement metrics via the “Registered Users” and “Unsubscribed Email Users” lists to refine your onboarding approach.

👉 Who Should Use This Template

This template is ideal for:

• Marketing and Product teams aiming to create a smooth onboarding experience.
• SaaS businesses looking to automate early engagement without constant manual intervention.
• Companies seeking structured feedback from new users to enhance their product’s user experience.

⭐ Key Features of This Template

• Automated Welcome Series: A sequence to engage new users from the start, setting the tone for a positive experience.
• Flexible Email Sending Options: Use Bika Email Service, Custom SMTP, or SMTP Integration to handle email delivery.
• Feedback Collection: Solicit user feedback after a few days to gain insights into the product experience.
• Unsubscribe Management: An easy opt-out process to keep your engagement efforts user-friendly.
• Engagement Tracking: Analyze open rates and engagement for ongoing improvement.

📋 Template Components

• Registered Users: A list of users eligible to receive onboarding emails, updated upon each sign-up.
• New User Welcome Email Automation: A series starting with a welcome email, followed by a feedback request after 4 days for continued engagement.
• Unsubscribe Form: Allows users to opt out from emails if desired, respecting their communication preferences.
• Unsubscribed Email Users: Tracks users who unsubscribe, ensuring they don’t receive future campaign emails.
• Email Unsubscribe Automation: An automated process for managing unsubscribed users.

🔧 Frequently Asked Questions

1. Can I customize the email content and timing of the follow-up? Yes, you can fully customize the content of both the welcome and follow-up emails, as well as adjust the follow-up delay to match your engagement strategy.

2. How does the unsubscribe process work? Users can use the “Unsubscribe Form” to opt out, which will automatically add them to the “Unsubscribed Email Users” list and prevent future email engagement.

3. Can I track user responses to each email? Yes, Bika’s analytics will provide data on open rates, clicks, and unsubscribes, helping you measure the impact of each stage in the onboarding series.