16 Great Examples of Welcome Emails for New Customers [Templates] – InstantFollowerz

Welcome emails can arguably be one of the most powerful tools for setting an incredible first impression for pre-email customers. Nevertheless, the process of creating a persuasive welcome email is not always smooth.

Good welcome email examples can serve as the inspiration to make an amazing first impression.

Having so long been in the role of a copywriter, I always find myself in search of good email examples. In this blog, I‘ve pulled together the most inspiring welcome emails that I’ve come across that will help you create your own.

Table of Contents

What is a welcome email?

A welcome email is the first email you receive after signing up, subscribing, or submitting your email to an online store. It’s important because it’s the first impression a company makes with a new customer, blog subscriber, or newsletter subscriber via email. Welcome emails can deliver videos, special offers, a sign-up form, or just a friendly hello to establish a relationship with a new contact.

Pro tip: Use HubSpot’s free email marketing software to easily create a high-quality welcome email sequence like the ones featured below.

Each example below showcases different tactics and strategies for engaging new email subscribers. Let’s dive in.

The Components of an Impressive Welcome Email

I believe that one factor that really impacts the customer onboarding proces s is the welcome email.

While there’s no one-size-fits-all format, there are several key components that can help your email stand out from the crowd and connect with your intended audience. These include:

1. Compelling Subject Lines

Making sure recipients actually open your emails is the first step in making a good impression.

Subject lines are critical, so opt for short and straight-to-the-point subjects that state clearly what you’re sending, who it’s from, and why it matters to potential customers.

Pro tip: Keep email subject lines short enough to get your point across and grab the recipient’s attention. A good rule of thumb is to keep it to 30-70 characters in length.

2. Content Recommendations

While the main purpose of welcome emails is to introduce your brand, it’s also critical to add value by providing the next steps for interested customers.

Pro tip: I think a good place to start would be by offering links to your website‘s great content, which will give your customers more context if they’re curious about what you do and how you do it.

3. Custom Offers

Personalization can help your welcome emails stand out from the pack. Customized introductory offers on products are something consumers often want.

If you base these offers on the information they’ve provided or data available to the public through social platforms, welcome emails can help drive ongoing interest.

4. Clear Opt-Out Options

It’s also important to offer a clear way out if users aren’t interested. Make sure all your welcome emails contain “unsubscribe” options that allow customers to select how much (or how little) contact they want from you going forward.

In my opinion, if there’s one thing that sours a budding business relationship, it’s the incessant emails that aren’t easy to stop. So, always give customers a way to opt out.

Examples of Standout Welcome Emails

So, what does a great welcome email look like?

I’ve collected some standout welcome message series examples that include confirmation messages, thank you emails, and offer templates to help you with your customer onboarding process from start to finish — and make a great impression along the way.

1. Food52

Type of Welcome: Confirmation

Sometimes, the tiniest of elements in a welcome email can speak volumes about a brand. When it comes to Food52’s welcome email, the preview text at the top of the email, “We brought snacks,” definitely accomplishes this.

Also known as a pre-header or snippet text, the preview text is the copy that gets pulled in from the body of an email and displayed next to (or beneath) the subject line in someone‘s inbox.

So when you see Food52’s welcome email in your inbox, you get a taste of their brand’s personality before you even open it.

I also liked how Food52‘s welcome email does a good job of building trust by putting a face (make those two faces) to their name. As soon as you open the email, you see a photograph and message from the company’s founders.

What I like: I particularly like the introduction of the email copy, which reads, “Hello there! We’re very excited that you’re here,” as this sets a welcoming and friendly tone from the onset, making the reader know that they are appreciated and they belong.

2. Monday.com

Type of Welcome: Video

From the subject line down to the conversational tone in the email body, the welcome email above keeps it friendly and simple, so the focus stays on the introductory video inside.

Monday.com is a task management tool for teams and businesses. The welcome email you receive when you sign up makes you feel like a CEO because Roy Man is speaking directly to you.

What I like: I love how the email even personalizes the opening greeting by using the recipient’s first name, which is well known for increasing email click-through rates (especially if the name is in the subject line).

In my experience, the more you can make your email sound like a one-on-one conversation between you and your subscriber, the better.

If you have just so many details that you need to inform your new customer about, follow Monday.com’s lead and embed a video rather than spelling them all out in the email itself.

3. Kate Spade

Type of Welcome: Thank You

Let‘s face it: The internet-using public is constantly bombarded with prompts to sign up for and subscribe to all sorts of email communications.

So, as a brand, when someone takes the time to sift through all the chaos to intentionally sign up for your email communications, it’s a big deal.

To acknowledge how grateful they are to the folks who actually take their time to subscribe, Kate Spade uses a simple but effective tactic with their welcome emails. They say “Thank You” in big, bold lettering.

What I like: To be honest, I am a big fan of what this email looks like. The envelope graphic — which virtually simulates the joy of receiving a physical thank you note — is a nifty and visually appealing way to draw attention to the email.

4. Lyft

Type of Welcome: New Customers

I think if there‘s an ideal “attitude” that welcome emails should give off, Lyft has it.

The company’s simple but vibrant welcome email focuses entirely on the look and feel of the app, delivering a design that’s as warm and smooth as the lifts that Lyft wants to give you.

At the same time, the email‘s branded pink call-to-action (CTA) draws your eyes toward the center of the page to “Take a Ride,” inviting language that doesn’t make you feel pressured as a new user.

What I like: I particularly like the email’s simplistic look, white space, and a CTA to perform the desired task. This makes it easier for the customers to concentrate on the primary message and take the intended action.

5. Munk Pank

Type of Welcome: About Us

The Munk Pank’s welcome email is the story of why the company was founded. This is a healthy snack store founded by a husband and wife.

In their welcome email, they mention that they started the company because they never seemed to find nutritious snacks to keep them energized and on the go.

In my opinion, this is an excellent version of a welcome email. The brand lets its customers know they can relate to the problems they‘re facing and that they’ve been there. This helps in building trust and relatability.

It also gives customers a peek into what they should expect from their products.

The email ends by sharing the company’s mission to help them live a healthy lifestyle.

I also like how this welcome email lets subscribers know that they’re joining a tribe that is concerned about their healthy eating and lifestyle, a mission that goes beyond snacks.

What I like: A personal message from the founder gives the product a face and acknowledges the brand’s dedication to making people’s lives healthier.

6. Who Gives a Crap

Type of Welcome: Product Story

Who Gives a Crap is an organization that sells organic toilet paper, and they’re passionate about it. I found their welcome email to be equally fun and informative.

They state all the reasons why you should opt for organic and eco-friendly products. Then, they sweeten the pot (pun intended) by noting that they donate 50% of their profits to global sanitation projects.

The email reminds the buyer that they still get the toilet paper at the same price they do in the supermarket. It also has a compelling CTA in its welcome email: 10% off its products for people who subscribe to its email list.

The company added its “Shop Now” button for convenience, so if readers are convinced to buy, they can do so in one click.

What I like: I like that the email is entirely in a playful tone while the message is extremely clear about the company’s nature-friendly principle and donation policy.

This creates a message that is both fun and informative, and it becomes something that someone will remember for a long time if it is their first experience with the business.

7. SAXX Underwear

Type of Welcome: Free Gift or Offer

SAXX Underwear specializes in men’s underwear, and its welcome email is very catchy and creative.

The subject line, “Welcome to you and your balls,” is just a taste of how the company uses a humorous and relatable tone to connect with its audience.

Their welcome email is visual, too. It demonstrates their comfort guarantee with images of models wearing their boxers. The welcome email also gives a 10% off code for first-time buyers and directs them to their store.

To me, what really stands out in the SAXX Underwear welcome email is the tone of the copy and the careful yet bold and catchy choice of words.

What I like: I’m impressed by the sincerity of the brand in the first email when it presents the refund policy.

Knowing that they can return the product very easily if they are not fully satisfied with the brand’s items makes the customers who are choosing a product for the first time feel more confident, and as a result, they might try the products.

8. InVision

Type of Welcome: Product Demo

When you sign up for InVision’s free prototyping app, the welcome email makes your next step very clear.

To guide people on how to use InVision’s app, the company’s welcome email doesn’t simply list out what you need to do to get started. Instead, it shows you what you need to do with a series of quick videos.

Given the visual, interactive nature of the product, this makes a lot of sense.

What I like: I find this welcome email particularly helpful. In fact, it offers a step-by-step guide to further interactions. This highlights the user-friendliness that the company provides, along with the smooth onboarding process.

9. Drift

Type of Welcome: Confirmation

There is no fancy design work, videos, or photos. The welcome email Drift sends after signing up for its newsletter is a lesson in minimalism.

I love how the email opens with a bit of candid commentary on the email itself.

“Most people have really long welcome email sequences after you get on their email list,” Dave from Drift writes, before continuing: “Good news: we aren’t most people.”

What follows is simply a bulleted list of the company’s most popular blog posts. And the only mention of the product comes in a brief postscript at the very end.

Based on my experience, if you‘re trying to craft a welcome email that’s non-interruptive and laser-focused on adding value instead of fluff, this is a great example to follow.

What I like: The conversational tone of the email creates a personal feel that clearly distinguishes it from the common marketing communication, which is usually impersonal and generic.

10. Inbound

Type of Welcome: Event Signup

Inbound attracts business professionals from all over the world. I believe that is the reason why its event confirmation email is simple and easy to follow, with useful links for event information, help, and accessibility.

Keep scrolling, and you’ll see even more useful additions, like:

• Links to add the event to your calendar.
• SOCIAL MEDIA sharing buttons.
• Directions through Google Maps.

What I like: I like how this all-in-one approach of the welcome email ensures that even if people who wish to attend only see one email, it will include everything they need.

11. Creative Capital

Type of Welcome: New Donor

Nonprofit marketing can be a challenge, but this email sheds light on endless possibilities. In this welcome email, donors to Creative Capital get a healthy dose of inspiration.

The email begins with a striking GIF that combines the work of supported artists with bright thank-you messages. It continues with a poetic message about the types of artists the org supports.

This is a chance to inspire every donor. It reminds them who their donation is supporting and why that action has massive value.

What I like: I really like how the animated GIF at the email’s beginning does all that to catch the attention and set the tone for the rest of the message.

12. Baltic Born

Type of Welcome: Customer Loyalty

Frequent shoppers can end up in more loyalty programs than they can count, so it’s important for these welcome emails to stand out and show off a big offer.

From the start, this email focuses on concrete rewards. Then, it gives a clear explanation of Baltic Born’s reward system. It continues with a button that compels the recipient to get more points.

And, the monochromatic design is attractive but not distracting or overwhelming, making it easy to read on mobile devices.

What I like: The effective part of the email is that it tells everything about the loyalty program in a straightforward way and gives easy guidelines on how to get the points.

This makes it easy for me to engage with the brand and feel rewarded for my loyalty.

13. PepTalkHer

Type of Welcome: Confirmation

While many subscribers click submit to solve a problem, positivity is key in a welcome email. This org supports women on their path to wage equality.

It could be tempting for this email to start with emotionally charged language or statistics that show how big a problem the gender pay gap is.

Instead, PepTalkHer shows its understanding of its target audience. This email centers on the support, value, and overall awesomeness of this community.

It also adds useful links to SOCIAL MEDIA and website channels. This helps jump-start each signup’s journey.

What I like: I think it’s amazing that this email’s priority is placed on the benefits it brings to the reader. This creates a sense of belonging and encourages long-term engagement.

14. Third Love

Type of Welcome: Discount Code

As generative AI runs to the forefront of email marketing strategy, personalization is more important than ever before.

This email grabs subscribers with a personalized offer. The customer experience begins with a well-designed online quiz.

Then, the results of that quiz are woven into a useful and personal email that includes size and product recommendations, along with a discount offer.

What I like: I love the email’s writing style, which provides a personal touch and a signoff that sounds both supportive and genuine.

15. Swipe Files

Type of Welcome: New Customers

There’s nothing quite like a personal welcome email to make an impression on new subscribers. I believe that good writing is good thinking, and this welcome email is a great example of that idea.

This message reads authentic, kind, and curious. It uses direct language, easy-to-read paragraphs, and simple CTAs. This shows every subscriber what they’re getting into with their subscription and leaves them excited for more.

What I like: This email is more of a personal letter from the founder and less of a welcome email. That’s what makes it stand out and appealing to the reader.

16. Oui the People

Type of Welcome: Discount Code

I think powerful graphics are a great way to make a strong first impression.

After signing up for skincare brand Oui the People’s mailing list, the welcome email that hits your inbox makes a gorgeous visual statement that shows the brand’s vision and personality. Then, it uses bold type to make a compelling offer.

The copy that follows not only matches but amplifies the vibe of the opening image.

“Together, we’re going against the grain of traditional beauty to create (damned good) products that feel like they were designed just for you and all of your glorious complexity. Life-changing, not you-changing.”

The one-two punch of graphics, CTA, and copy makes this welcome email difficult not to engage with.

What I like: I love how the powerful and poetic copy perfectly complements the email‘s visuals, reinforcing the brand’s unique vision and values.

Welcome Email Templates

Need help getting your welcome email efforts off the ground? I’ve got you covered with free welcome message templates that streamline the connection process.

Each template shows a different way you can welcome your customers. These examples make it simple to send a welcome email to meet your customers’ needs at their current spot in the customer journey.

1. About Us

An About Us welcome email introduces new subscribers to your company with a firsthand story. It gives you a chance to share who you are, what you do, and what you stand for.

This helps you develop a relationship with your subscribers, which can help them feel more invested in your brand.

I strongly believe that this is also a chance to set the right expectations about the content or benefits you offer to your subscribers.

Hey [First name],

Welcome to [Brand name]. We’re thrilled to have you join us on our mission to [insert company mission or vision].

We started [Brand name] to solve [insert the problem your product or service solves] because [creation story for your founder(s)]. We want to inspire people to [insert big-picture product impact].

We are constantly refining our product to live up to our vision.

We believe that [our product] will make a difference for you too, and we can’t wait to hear your story. Please feel free to reply to this email and tell us about you and what you hope to achieve.

Thank you for joining us on this journey. We look forward to hearing your story.

Looking forward to hearing more,

[Signature]

2. Product Story

Product story emails showcase your product or service and give you a chance to educate and inspire with your welcome. A product story welcome email doesn’t just have to be about how you created your product. It can tell stories about:

• The problem your product or service solves.
• Product benefits.
• The materials you use to make your product.
• Key product features.

This welcome email can help you expand brand awareness as well as improve customer engagement and conversions.

3. Video

Video welcomes are a quick and powerful way to connect with new customers, subscribers, or employees. You can feature the people, culture, or messaging that represent your brand in your video. Videos are also a great way to share:

• Product features and benefits.
• Tutorials.
• Promotions.

Video welcome emails can help your business stand out from companies sending text-only email communication. They’re also a quick way to grab attention as you begin your relationship with a new contact.

Welcome to [Brand name], [first name of your subscriber].

We’re excited to share this video message [insert link to the video]. It will tell you a little bit about [content of your video].

Watching this quick video is just the first step toward reaching your goal of [desired outcomes for contact]. Our team is always here to offer you the guidance and resources you need.

Thank you for being a part of the [Brand name] community.

[Signature]

4. Free Gift or Offer

Free gifts and welcome offers give new subscribers and customers a tempting reason to engage with your brand. I think they can be very useful for creating urgency.

These welcome emails are also a great way to highlight personalized offers for the latest addition to your email list.

A free offer or exclusive gift can improve customer retention and loyalty, as well as build anticipation for future offers.

Hey [First name] —

Welcome to [Brand name]!

As the latest (and greatest) addition to our community, we‘d like to give you a free [insert gift item]. It’s our way of saying thank you for choosing us for your [product type] needs.

To claim your [offer], just add the promo code FREEGIFT at checkout, and your gift will be on the way to you soon.

If you have any questions or feedback until then, please get in touch at [contact information]. We’re always here to help.

All best,

[Signature or Brand name]

5. Event Signup

An event signup welcome email is key to the event registration process. This one piece of communication:

• Confirms successful event registration.
• Offers important event logistics.
• Highlights speakers and other event details.
• Prepares attendees for the event.

This type of welcome email is also a first step to connecting with a customer. It builds trust and shows how they can benefit from further engagement.

Hi [Attendee name],

Thank you for registering for [Event name]. We can’t wait for you to join us during this important event.

This email includes your registration confirmation, event location, date, and more.

• [Registration Confirmation Details]
• [Attendee name]
• [Attendee email]
• [Registration type (such as VIP, General Admission, etc.)]
• [Number of tickets]
• [Confirmation code]
• [Event name]
• [Event location]
• [Date and time]

This session will include [featured panels, speakers, sessions]. We‘ve also organized [meeting rooms, mixers] for networking opportunities and connecting with your peers.

You’ll also have the chance to see [special events, attendee-only exclusives].

Note: You‘ll need your confirmation code or badge to enter the event, and we’ve attached a PDF with other helpful tips.

If you have any questions about your registration, contact [Event organizer] or respond to this email.

Thank you again for registering for [Event name]. We can’t wait to see you there!

Best regards,

[Signature]

6. Confirmation

Confirmation emails can sometimes feel cold or impersonal, so this is another email where it‘s vital to add some welcome. A confirmation email assures your subscriber or buyer that they’ve successfully completed the signup.

It’s also a chance to share useful information to make them feel more comfortable about what comes next.

For example, you might want to add order details, shipping, or the day of the week your newsletter comes out.

Based on my understanding of customer experience, personalizing this welcome email can go a long way to building trust with your subscribers.

Hi [First name],

Thank you for your [subscription] to [Newsletter or Brand name]!

There‘s just one more step to complete the process and join [Brand name’s] community of [term that describes your customers, such as business owners, rock stars, nature lovers]. Click the link below to confirm your subscription.

With that one click, you‘ll be the first to know the latest updates, products, and resources from us. You’ll also have access to quality content and support.

Thank you again for subscribing. We can’t wait to share and learn with you.

[Signature]

7. Free Trial

Your welcome email for a free trial is important because it sets the tone for your relationship with each customer. I feel this is a chance for you to say thank you, offer extra help, and set expectations for your product.

This first email is also a chance to show users how to make the most of your product and point out features and benefits they might miss on their own.

This welcome email has a specific goal — to turn that free trial into a paying customer. With that in mind, it’s important to strike a balance. This email should point out tips, features, and details but not overwhelm with too much information.

Hi [First name]!

Thank you for signing up for your free trial of [product or Company name]. We can’t wait for you to try out our [product].

With your free trial, you’ll have access to [popular features] so you can test what works for you. To make the most of your free trial, [outline the first step], then [list two or three potential use cases].

If you’re looking for support or instructions, check out [links to support, help, and SOCIAL MEDIA resources]. You can also take a quick look at the product video below for a quick walk-through.

We’ll be in touch with next steps for your trial soon. Until then, thank you again for choosing [product or brand name]!

Hoping this is helpful,

[Signature]

8. Thank You

Thank you welcome emails lead with gratitude to your subscribers and customers. Whether they’re signing up for your newsletter, RSVPing for an event, or making a purchase, this welcome email leads with the positive.

Hi [First name],

Thank you for choosing [Brand name]. We’re so happy you decided to [join, subscribe, complete a purchase].

Giving you a great experience is our top priority — and on that note, we want to make sure you know that our [Customer loyalty team, customer support team, SOCIAL MEDIA community] is here with news, offers, and more just for you.

Again, thank you for choosing [Brand name]. We look forward to offering you quality products and winning service for many years to come.

All best,

[Signature]

9. Welcome Email Template for New Customers

Your new customer welcome email often marks the beginning of the customer relationship. This email usually contains a lot of information. It might include order confirmation, product information, helpful tips, or a review request.

At the same time, I believe it needs to set a tone that emphasizes the character and value of your brand and products. So, it needs to be welcoming, engaging, and encouraging.

Hi [Customer],

This is really exciting: Welcome (officially) to [your product or service here]. We’re so lucky to have you.

[I/we] are here to help make sure you get the results you expect from [your product or service], so don’t hesitate to reach out with questions. [I’d/we’d] love to hear from you.

To help you get started, [I/we] recommend checking out these resources:

• [Resource 1]
• [Resource 2]
• [Resource 3]

If you need support, you can reply to this email or give us a call at [555-555-5555]. [I/we] can talk you through the details and information you need to get started.

Looking forward to hearing from you,

[Your company/name]

10. Discount Code

In my experience, discount codes always make great welcome emails. This is because they lead with something your subscriber wants.

It encourages a purchase, but this email is also a chance to show appreciation, develop brand awareness, or boost new products.

To make the most of these emails, I always try to add limited-time or occasion-specific offers. This adds urgency and gives you a chance to quickly boost your customer relationship.

[First name],

You don‘t have to wait to experience [popular products]. As a welcome to our community, we’re offering you a special discount.

To use your discount, just enter the code WELCOME10 when you check out. You can use this code to purchase [specific products or special promotion].

One more thing: Be sure to take advantage of this offer before [expiration date].

If you need any help or guidance using your discount code, just get in touch with [support team information.]

Thank you!

[Signature]

11. Customer Loyalty

Some customers will get more than one welcome email from you, so it’s important to make your welcome email specific.

One example is your customer loyalty program. When someone signs up to be an affiliate or joins an incentive program for your brand, they need a different kind of welcome.

As you draft this email, focus on personalized connection. Whether you’re offering thanks for their support, sharing sneak peeks, or giving exclusive offers, each customer needs to feel special.

Use surveys, interactive features, and integrations to collect feedback from current customers. Then, once your subscribers become loyal customers, you can use these tools to make your loyalty welcome email super personal.

Hey [First name],

Welcome to [Brand loyalty program]! You‘ve joined an exclusive group of customers who make our brand and products better, and we are so excited you’re here.

Customer loyalty at [Brand name] means [outline top loyalty program benefits]. It’s a personal thank you for choosing our products.

Your membership also includes these perks:

[Benefit 1]

[Benefit 2]

[Benefit 3]

To make the most of your benefits, [share first steps to activate membership].

We also want to hear from you! Contact us with any questions or feedback — our team is always here to help.

Your first purchase, [name of first product purchase], set you on the path to becoming one of our most loyal customers. We can‘t wait to see what you’ll do as part of our [Loyalty program] community.

Kind regards,

[Signature]

12. New Donor

Each new donor has a major impact on your business’s future. So, the way that you welcome each donor is a key part of their experience.

This welcome email is a chance to offer thanks, review your company’s mission and vision, or ask for continued or deeper engagement. The donor welcome email is also a time to:

• Share inspirational stories.
• Highlight the problems your organization is working to solve.
• Offer recent data on the status of your work.

Dear [Donor name],

I’m writing to personally welcome you to [Nonprofit Organization name]. Thank you again for your generous donation.

Your contribution is making an immediate impact on our work to [revisit your mission and/or vision].

With your support, our team will continue to [outline important services and impact]. With continued work together, we can make a lasting difference.

We will stay in touch with updates and events at [Nonprofit Organization name]. We’ll also share critical updates on how your contribution is improving [share recent data and statistics toward critical goals].

Thank you again for your donation and for choosing to be a part of [Nonprofit Organization name]’s vision.

Best regards,

[Signature]

Now that you’ve seen some great examples of welcome emails and templates, let’s dig into the process of writing a great email and catching customer attention.

[Paragraph Snippet]

How to Write a Welcome Email

1. Write a catchy subject line.
2. Restate your value proposition.
3. Show the next onboarding steps.
4. Generate the “A-ha” moment.
5. Add helpful resources.
6. Provide customer service contact information.
7. Conclude with a call-to-action.

1. Write a catchy subject line.

Research shows that while more than 90% of welcome emails are opened, just 23% of them are actually read. That means if your welcome email doesn’t catch the eye of your new customers, they may not know you sent it at all.

The best tool you can leverage to increase email open rates is the subject line. A catchy and actionable subject line can draw customers in and make them curious about your content.

Here are a few strategies that I follow while writing a subject line:

• Always include what your email is promoting and how it will benefit your customers.
• Keep it concise. This is because the reader can only see a sentence or two in the preview.
• Give enough information to pique the reader’s interest, but not all so that they need to open your email for the full details.

2. Restate your value proposition.

Although this may seem like an unnecessary step to take, it can actually offer some significant benefits.

The most obvious benefit is that it gives the customer some reassurance that they made the right decision signing up. I believe it’s never a bad thing to remind customers why they created an account with you.

This clarifies exactly what they can expect to achieve with your product or service.

This also gives you the opportunity to clearly explain any ancillary services or features that you offer that could create more stickiness with your business.

This is especially true if you have a complex solution with unique features that customers might not know about.

3. Show the next onboarding steps.

Now that you’ve reminded them why they signed up, get them fully set up with your product or service. Usually, there are steps that users must take after signing up to get the most out of the platform. Examples include:

• Completing their profile information.
• Setting preferences.
• Uploading necessary information (such as contacts into a CRM, profile picture for a SOCIAL MEDIA profile, etc.).
• Upgrading their account or completing an order.

4. Generate the “A-ha” moment.

This is one of the most important steps to take in a welcome email, and there’s a substantial and data-driven reason behind that.

Former Facebook head of growth, Chamath Palihapitiya, discovered that if you can get a user to acquire seven friends within 10 days, they are much more likely to see Facebook’s “core value” and become a returning active user.

This is known as an “a-ha moment,” in which the customer understands how they benefit from using your product or service.

The goal is to get the user to this aha moment as quickly as possible so your product sticks and the customer achieves success as soon as possible.

This will produce a better overall customer experience and ultimately help your business grow.

To get this done, first identify your business’s “core value” and the obstacles or prerequisites customers must complete to receive this value. Then, you can use your welcome email to guide new customers through these tasks.

5. Add helpful resources.

As mentioned in the previous step, you want the user to see the value immediately. But, customer success doesn’t stop there. Depending on the nature and complexity of your product, customers may need more help.

For example, customers might need guidance on troubleshooting, using advanced features, or getting the most value out of your core features.

It‘s likely that you’ve already created help content addressing common questions from customers. Whether it’s tutorial videos, an FAQ page, or helpful blog posts containing best practices, this help content is essential to customer success.

Why not include it in your welcome email? This gives them the tools they need upfront without forcing them to search for the information after a problem arises.

6. Provide customer service contact information.

The final step to setting your customers up for success is making sure that they know how to contact you.

You can spend all the time in the world creating excellent help content, but you can’t foresee every possible problem that will arise for your customers.

Even if you could, customers are only human, and not all of them will be willing to pore through your help resources to find the answer to their questions. So it’s best to be forthright with customers on how they can get in touch with you for help.

In my experience, adding this contact information to your welcome email is a great way to lay the foundation of trust needed for building a relationship. It drives customer loyalty and reassures readers that you’re available if they need you.

The best place to add your contact information is in your email signature. This way, you won’t distract recipients from reading the body of the email, but your contact details will still be easy to find. Avoid sending customers on a treasure hunt just to find a way to ask you a simple question. This will lead to frustration and send them into the arms of your competitors.

Including your profile picture in your signature is another best practice. This reassures the reader that there’s actually a human behind the email, which makes you that much more approachable in case they ever need to contact you.

You can set up a signature containing these elements easily with a tool like HubSpot’s email signature generator. Just select a template, type in your details, add your picture, and you’re done. 

7. Conclude with a call-to-action.

You should wrap up your welcome email with a call-to-action that entices customers to begin the onboarding process.

After you‘ve demonstrated your company’s values and explained how you’re going to help them achieve their goals, customers will be eager to get started.

So, make things easier for them by providing a button at the end of the email that triggers the first step in the onboarding process.

Here’s one example of what this could look like:

Pro tip: To scale the process, you can use the steps above to create an AI prompt that will generate a first-draft welcome email in seconds.

Just plug your value props, next steps, and CTA into a tool like HubSpot’s Campaign Assistant to get started. You can even use the same prompts to create matching ad copy or landing page content.

Get Started with HubSpot’s Campaign Assistant

How to Write an Employee Onboarding Welcome Email

Welcome emails aren’t just for customers. The onboarding process has a huge impact on how the new employees feel about your company, so it’s important to give it the time and energy it deserves.

One of the important parts of this process is the onboarding welcome email. It has to match the company’s tone and outline all the expectations you have for the new employee.

If this is your first time writing an onboarding email, you’ll find the following steps helpful.

Here are the steps that I follow when writing an onboarding email.

1. Decide on the content of your onboarding email.

Before you start, it’s important that you are aware of the content of an onboarding welcome email.

The contents are going to vary based on the conditions. For example, an email onboarding remote employees is completely different from an onboarding email for an employee who will work onsite.

For an onsite employee, the onboarding email should include:

• Welcome events.
• First-day schedule.
• Arrival instructions.
• How to access their workstation.
• Break room details (where to warm lunch, get coffee, etc.).
• Dress code.
• What they’re required to bring (passport, ID, social security card, or any other paperwork).
• Parking information.
• Contact information.

For a remote employee, the content may include:

• First-day schedule.
• Contact information.
• Signup details for collaboration tools.
• Welcome video conference meeting (time to be held).

Again, you can change the content based on your company’s needs.

2. Decide on the tone you want to use in your email.

The next thing you need to decide on is the tone you want to use in your onboarding email. Do you consider your company friendly, casual, or super formal?

Whatever your answer is, it should be reflected in the tone of the onboarding email. This gives the employee an idea of the kind of workplace environment they should expect.

It also sets the tone your new employee is expected to use when representing your brand.

3. Draft your onboarding email.

The next step is to draft your onboarding email. While the tone of your email might change to fit your needs, here is an example of a template you can use.

Dear [Employee’s name],

We are very excited to welcome you to [company name]. Please remember to carry your ID to get easy access to our premises. We expect you to be in the office by [time], and our dress code is [formal/super casual].

At [company name], we pride ourselves on creating the best environment for our employees. As you‘ll see, our team has already prepared your workstation for you and set up your software to make your first day easy. You’ll also be given access to your designated parking spot, a customized company bag, t-shirt, and mug, among other goodies.

Our team has also planned all the details for your first week to ensure you settle easily. You‘ll receive a document with your schedule and agendas for your first week from HR when you arrive. Human Resources will also help you fill out the required paperwork and answer all your questions. After the meeting with HR, you’ll be assigned a mentor who will show you the ropes of our company and how we get things done.

Our team is excited to meet you during the [planned event].

If you need any clarity before you arrive, please contact me by phone [phone number] or email. I’ll be more than happy to help.

Welcome to the [company name], [employee name]. We are looking forward to working with you and watching you grow and soar to greater heights!

Warm Regards,

[Signature]

4. Edit your email.

After writing your email, make sure you edit it to include all the necessary details.

I always make sure to check for any grammatical errors with tools like Grammarly and HubSpot’s AI Email Writer if a copy needs a refresh. You can also have a colleague double-check the email.

Remember to attach any necessary documents, links, or images as supplemental information.

5. Send or schedule the email.

Lastly, send the email or schedule it so it’s received in a timely manner. For example, you want to avoid sending an onboarding welcome email on Sunday evening, which may give the wrong impression.

This will allow the new employee to be psychologically prepared and find the necessary documents.

Make a Great First Impression

Bottom line? Whether it’s in person, over the phone, or by email, first impressions matter.

Your welcome email is often the first chance a prospective customer or contact has to see what your brand is all about, and if you don’t stick the landing, they’ll likely go somewhere else.

Luckily, writing a great welcome email can be simple. You need to focus on what matters, such as compelling subject lines, great content, personalized offers, and always, always a way to opt-out.

Your first impression can help lay the groundwork for long-term relationships. And, the welcome email examples I have shared in this blog will help you in this process and inspire you to create your own standout welcome emails.