TemplatePort
Log inSign up

Getting started checklist email template

A day-two nudge with a short checklist of what's left to set up.

SubjectYou're 3 steps away from a working setup

PreheaderPick up where you left off.

Shown in a sample brand, Card theme

When to send it

Right after sign-up, once the account exists. Send it within a minute: people are still on your site and ready to act.

What makes it work

  • Point to one first step, not a tour of every feature.
  • Use the person's name in the subject when you have it.
  • Keep the call to action above the fold on a phone.

Questions

Related templates

All templates

Welcome, big entrance

Hero headline and three first steps. Gets new users to their first win.

Welcome, note from the founder

Plain, personal note. Feels like it was written by a human, because it was.

Team invite

Invitation from a teammate with clear context and one action.