Content & campaigns
The next helpful email depends on what a customer is trying to do and what they have already completed. Use Purselio's onboarding email workflow to prepare a sequence around a meaningful activation milestone.
Open Purselio signs you in and returns you to your project list. It does not start this workflow on its own.
Use it when signups stall, the product journey has changed, or the current welcome sequence introduces features without helping people make progress.
Map the steps and obstacles between signup and the result that makes the product useful to the customer.
Prepare subject lines, preview text, body copy, and a principal call to action for each message.
Specify timing, observable triggers, completed-action branches, exclusions, and the events needed to measure the sequence.
New customers sign up for our client's reporting product but often stop before creating their first dashboard. Prepare an onboarding sequence focused on that milestone.
What to work toward: Complete email drafts, a sequence map, a branch for customers who finish early, and the product events needed to run it.
Illustrative example
Fictional sample for layout. Not a customer result, testimonial, or product screenshot.
| Job | CTA | |
|---|---|---|
| Day 0 | Confirm the workspace and the first client | Add a client |
| Day 3 | Show where a recommendation is reviewed | Open the sample |
| Day 7 | Ask which workflow to try next | Reply with the job |
The sequence can specify behavior-based branches. Running those branches requires the relevant events and support in your email implementation.
It prepares the copy and sequence specification. Sending depends on your messaging tools, audience permissions, and authorized setup.
Focus on the activation milestone and the customer's progress. Email engagement can help diagnose the sequence, but it is not the final product outcome.
Bring the product journey and the milestone that matters. Prepare the onboarding emails in Purselio.