First Steps Email
Guide inactive subscribers to take their first action with targeted onboarding emails that boost engagement and conversions.
What is a First Steps Email?
A first steps email is an onboarding message sent to new subscribers who haven't engaged with your brand after signing up. It provides clear guidance on how to get started, showcases key features or products, and encourages the first meaningful action like browsing bestsellers, taking a quiz, or setting preferences to convert passive subscribers into active users.
Why does a First Steps Email matter?
Challenges
Opportunities
Outcomes
Higher User Activation
Improved Email Engagement
Increased Conversion Rates
Who is it for?
Audience
Exclusions
How it plays out
A sample sequence for this use case.
Let's get started! Here's how to make the most of [Brand]. Take our quiz, explore bestsellers, or set your preferences → [CTA]
Ready to explore [Brand]? Here are 3 ways to get started today: discover products, set preferences, or claim your welcome offer → [Start Now]
Don't miss out on your personalized experience - complete your profile setup → [Get Personalized]
Final nudge: Unlock the full [Brand] experience with these simple first steps → [Take Action]
Best Practices
- Send first steps emails 24-48 hours after signup to catch subscribers before they lose interest or forget about your brand.
- Provide 2-3 clear, specific actions (take quiz, browse categories, set preferences) rather than overwhelming with too many options.
- Use action-oriented language and clear CTAs to guide subscribers toward meaningful engagement with your platform.
First Steps Email Examples & Prompts
Channel Examples
Zenie Prompt for Segments
Segment new users who haven't viewed a product or taken any action in 24 hours
Trigger 24 hours after signup if no product view or quiz completed. Send onboarding email
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FAQs
Why are first steps emails important for new subscribers?
First steps emails prevent subscribers from remaining passive after signup by providing clear guidance on how to engage. They bridge the gap between initial interest and meaningful action, increasing conversion rates.
When should first steps emails be sent after signup?
Send first steps emails 24-48 hours after signup if no engagement is detected. This timing catches subscribers before they lose interest while giving them time to explore independently first.
How many action options should first steps emails include?
Limit to 2-3 clear action options to avoid overwhelming subscribers. Common effective actions include product quizzes, browsing bestsellers, or setting preferences.
Should first steps emails include promotional offers?
Focus primarily on guidance and value rather than immediate promotions. The goal is activation and engagement, though small incentives can be included if they encourage the desired first action.
How do you measure first steps email success?
Track email open rates, click-through rates, and most importantly, completion of suggested actions (quiz completion, product views, preference setting). Monitor conversion from inactive to active subscriber status.