Marketing automation: On boarding

Marketing automation: On boarding

As we have talked about previously, marketing automation is an excellent tool to help companies with their mailing strategies, making it easier to save time and increase its effectiveness.

There are various scenarios in which automations are used within mailing, but in this blog we will focus on onboarding , which are the client onboarding actions.

When new users or clients create an account on our website, it is important to give them a proper welcome, both to make a good impression and to be able to teach the user more about the brand. This is where the onboarding automations come in through one or more emails.

These emails are the messages that new users will receive and if they are put together correctly, it will make them have a better experience compared to other brands. This is where the importance of having a good communication strategy that includes customer integration comes from.


Creating a good onboarding strategy has several advantages such as:

  • Help users in the process of setting up their account, creating a better experience and loyalty towards the brand
  • Increase user participation and retention within the website, providing them with the necessary tools to enjoy our site
  • Identify and segment users who have not set up their account or who have low interaction to use this segment in future campaigns and/or automations
  • Create communication from the first moment with the user

An onboarding automation can bring you many benefits, so if you need help or are interested in getting your own automation up and running, don't hesitate to contact us and let's have a coffee!

Thank you for reading!



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  • Marketing automation: On boarding

    Marketing automation: On boarding

    As we have talked about previously, marketing automation is an excellent tool to help companies with their mailing strategies, making it easier to save time and increase its effectiveness. There...

    Marketing automation: On boarding

    As we have talked about previously, marketing automation is an excellent tool to help companies with their mailing strategies, making it easier to save time and increase its effectiveness. There...

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