Customer Product Communications
Creating Educational Content for Product Onboarding Emails
This prompt helps marketing teams write product onboarding email content to educate new customers. It focuses on guiding users through the product’s key features, providing tips for getting started, and encouraging engagement to improve retention.
Responsible:
Marketing
Accountable, Informed or Consulted:
Marketing, Communications, Customer Success, Product
THE PREP
Creating effective prompts involves tailoring them with detailed, relevant information and uploading documents that provide the best context. Prompts act as a framework to guide the response, but specificity and customization ensure the most accurate and helpful results. Use these prep tips to get the most out of this prompt:
Define the onboarding goals, such as feature adoption, account setup, or increasing engagement.
Gather details about the product’s key features and resources available for support.
Identify the customer segments receiving the emails to tailor tone and content.
THE PROMPT
Help draft onboarding email content to educate new customers about [specific product or feature]. Focus on:
Welcome Message: Crafting an engaging introduction that thanks customers and highlights the product’s value.
Getting Started Steps: Proposing clear and actionable steps for users to set up or begin using the product.
Key Features: Highlighting one or two standout features with simple explanations and links to learn more.
Call-to-Action (CTA): Recommending CTAs like ‘Explore Now,’ ‘Watch the Tutorial,’ or ‘Set Up Your Profile’ to guide users toward the next step.
Resource Links: Suggesting additional resources, such as help center articles, video tutorials, or webinars, to support new users.
Provide an example email tailored to [specific audience or use case] that aligns with onboarding goals. If additional details about the product or customer journey are needed, ask clarifying questions to refine the content.
Bonus Add-On Prompts
Propose ideas for a multi-email onboarding series, each focusing on a different product feature or benefit.
Suggest ways to integrate user testimonials or tips into onboarding emails for added credibility.
Highlight techniques for linking onboarding emails to in-app prompts or guided tours.
Use AI responsibly by verifying its outputs, as it may occasionally generate inaccurate or incomplete information. Treat AI as a tool to support your decision-making, ensuring human oversight and professional judgment for critical or sensitive use cases.
SUGGESTIONS TO IMPROVE
Focus onboarding emails on specific customer personas, such as first-time users or power users.
Include recommendations for A/B testing email subject lines and CTAs for engagement.
Propose ways to personalize onboarding emails with user-specific data, such as account details or activity.
Highlight tools for automating onboarding emails, such as HubSpot, Mailchimp, or Intercom.
Add tips for analyzing onboarding email performance metrics, like open rates and click-through rates.
WHEN TO USE
During onboarding campaigns to educate and guide new users.
To introduce key product features and reduce time-to-value for customers.
When improving user engagement and retention through educational content.
WHEN NOT TO USE
If the product lacks clear onboarding steps or resources for new users.
When targeting customers who are already experienced users of the product.