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  • SaaS product onboarding email templates

SaaS product onboarding email templates

Customer onboarding is one of the most critical touchpoints for any SaaS business. Giving your customers all the tools, resources, and knowledge they need to succeed with your product or service is the best way to ensure they stick around and become long-term customers. Many businesses, however, mistakenly stop their onboarding efforts too soon (often after sending a single onboarding welcome email.) While welcome emails can make a great first impression, they don’t ensure customer success or retain customers.

Saas onboarding email template LiveAgent
SaaS onboarding email from LiveAgent

Developing and implementing well-thought onboarding emails will result in increased engagement, enhanced customer experience, higher retention rates, better customer lifetime value, and greater revenue. In fact, on average, sending multiple onboarding emails has been known to yield 51% more revenue than a single welcome email.

An effective SaaS onboarding email sequence should include a series of emails providing new customers with a variety of helpful information – tutorials, video guides, product usage tips, best practices, case studies – or anything else that can educate customers and help them get the maximum value from your product or service. Below are 8 product onboarding email templates you can use in your own client onboarding email series that go beyond simply welcoming your new customers.

Product onboarding email subject lines

  • Let’s get started with [Product]
  • How to start [benefit] with [Product]
  • Pro tips for taking the next step with [Product]
  • 3 Quick tips to help you get started with [Product]
  • Get the most out of [Product/ service]
  • How to use [Product] to [reach a specific goal]
  • Top 5 things to know about [Product]
  • [Name], let’s get you moving!
  • 99% of our customers can’t live without this 
  • Get the maximum form [Product] – free ebook inside!
  • Getting started with [Product]- free live training
Stand out from your competitors with a strong customer service culture

8 Product onboarding email templates

Sharing helpful resources 

Getting started with product/ service

The ‘Pro tips’ email 

The ‘Book a demo’ email 

The ‘How others do it’ email 

The ‘Read our free eBook’ email

Webinar invitation email 

Live training invitation email

Frequently asked questions

Is SaaS a product or service?

SaaS stands for Software as a Service. SaaS is a software product that is delivered over the Internet. The SaaS provider hosts the application on their servers.

What the ideal length of SaaS product onboarding email?

The most successful SaaS onboarding emails are between 6 to 12 sentences.

What are examples of SaaS?

Some examples of SaaS include Mailchimp, Slack, LiveAgent, and Salesforce.

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