MarketingSource: AY Automate

Product Onboarding Email Drip

Sends a staged sequence of onboarding emails after signup, tied to whether the user has completed key setup steps, so onboarding emails stay relevant instead of firing on a blind timer.

What this template does

Sends a staged sequence of onboarding emails after signup, tied to whether the user has completed key setup steps, so onboarding emails stay relevant instead of firing on a blind timer. It's categorized in our directory under Marketing Automation content distribution, social cross-posting, and campaign workflows that keep marketing output consistent without a person clicking publish everywhere.

Integrations

  • Mailchimp
    Mailchimp

Setup steps

  1. 1Trigger on new signup.
  2. 2Check which key setup steps the user has completed so far.
  3. 3Send the next relevant onboarding email based on their progress, not just elapsed time.
  4. 4Stop the sequence once onboarding is fully complete.

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