Onboarding

Onboarding emails that activate your customers

Guide each new customer to their first success. Automated sequences based on their actual progress.

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The challenge

What drives user activation

Only 60% of new signups come back. Here's why.

  1. 01

    Users who stall after signup

    40% of your new signups log in only once. Guidance drives adoption.

  2. 02

    Support overwhelmed with basic questions

    Your CSMs spend their time answering the same questions. Manual onboarding hits a ceiling fast.

  3. 03

    Time-to-value too long

    Your customers take 3 weeks to see your product's value. Many abandon before then.

  4. 04

    One-size-fits-all journey

    All your customers receive the same emails, regardless of their plan, industry, or level.

The answer

Onboarding that activates your customers

Guide each user to their first Aha moment.

  • Behavioral triggers

    Trigger emails when a user completes an action, or when it's still pending. Segment integration.

  • Adaptive journeys

    The onboarding path adapts to the subscribed plan, persona, and activated features.

  • Interactive checklists

    Integrate progress bars in your emails. User sees their progress in real-time.

  • Inactivity alerts

    Get notified when the critical step is still pending after X days. Targeted human intervention.

How it works

From setup to first replies, in four steps.

Ten minutes of setup. Then it runs every weekday, on its own.

  1. 01

    Connect your mailboxes

    Gmail, Outlook or any SMTP/IMAP. A live check before the account is saved, warmup starts the same day.

  2. 02

    Import your contacts

    Drop a CSV. Columns map themselves, duplicates and blocklisted addresses are dropped.

  3. 03

    Build the sequence

    Email steps, waits and conditions. Start from one of the templates below.

  4. 04

    Replies land, sorted

    Every answer comes back to one inbox, filed by intent. Interested goes to you.

Sequences

Step-by-step onboarding sequences

Workflows that increase your activation rate.

Freemium SaaS onboarding

Activate your free users to their first success

  • 5 steps
  • 2 emails
  • D+7 span

Enterprise customer onboarding

Accompany large accounts to deployment

  • 5 steps
  • 5 emails
  • D+14 span

Inside Beeving

What you will look at every morning.

Open, click and reply rates per campaign, replies filed by intent, and what each mailbox sent today.

  • Campaign summary

    Sent, opened, clicked, replied. One line per campaign, live.

  • Replies by intent

    Interested, not now, out of office, unsubscribe. Filed on arrival.

  • Sender rotation

    What each mailbox sent today, against its own limit.

Playbook

How teams onboard customers on Beeving

The first week decides activation. Short emails, one action each, triggered by the next step the user has yet to take.

  1. 01

    Start the sequence from the signup

    Import new signups daily or push them from your app. Each contact enters the onboarding sequence the day they arrive.

    Contacts · Import
  2. 02

    Branch on the action the user takes

    If the user connected their account, skip the reminder. Conditions read the fields you update, so the sequence follows the user.

    Campaigns · Conditions
  3. 03

    Send from a named person

    Onboarding emails from a founder or a CSM get answered. Each sender has its own signature and mailbox, warmed up like the rest.

    Senders · Signatures

Go further

Email onboarding for your industry

Activation strategies by industry

FAQ

Email Onboarding FAQ

Questions about automated onboarding

How does Beeving know if a user completed an action?

Via our API or Segment/Mixpanel integrations. When an event is tracked (e.g., 'first_project_created'), Beeving receives it in real-time and adjusts the sequence accordingly.

Can we create different journeys per pricing plan?

Yes, use conditions to route users: if plan = 'enterprise', sequence A. If plan = 'starter', sequence B. You can also condition by industry, company size, etc.

How to measure onboarding effectiveness?

Beeving provides dedicated analytics: completion rate of each step, average activation time, correlation between opened emails and product activation.

Can we integrate interactive elements in emails?

Yes, add progress bars, tracked CTA buttons, and deep links to specific features in your app.

The whole platform

One dashboard for all of it

Campaigns, senders, replies and contacts on one screen. This is the real interface, exactly as you will use it.

app.beeving.com / dashboard
The Beeving dashboard
Start for free

Free plan · Email-only sign-up