DPFS Templates
Email

SaaS Welcome & Onboarding Email

The first email a new user receives sets the tone for their entire relationship with your product. A great onboarding email doesn't just say 'welcome' — it immediately tells the user what their #1 next step is, makes the product feel approachable, and reduces the anxiety of starting something new. This template is written for SaaS products where activation is a key metric.

SaaS Welcome & Onboarding Email
Subject: Welcome to {{product_name}}, {{first_name}} 👋

Hi {{first_name}},

Welcome to {{product_name}}! You're now set up and ready to go.

Here's the one thing that will make the biggest difference in your first week:

→ {{primary_action}}: {{action_description}}

It takes about {{time_estimate}} and is the fastest path to {{key_benefit}}.

[{{cta_button_text}}]({{cta_link}})

---

A few things that might be helpful:

• {{tip_1}}
• {{tip_2}}
• {{tip_3}}

If you run into anything, just reply to this email — I read every message.

{{sender_name}}
{{sender_title}}, {{product_name}}

P.S. {{ps_message}}

How to use this template

  1. 1Send this within 5 minutes of sign-up using your email automation tool (e.g. Customer.io, Intercom, Klaviyo).
  2. 2The {{primary_action}} should be your product's core activation event — the action most correlated with retention.
  3. 3Personalize the sender name to be a real person, ideally the founder. Transactional emails sent from 'noreply' convert worse.
  4. 4Keep the P.S. genuine — it's often the most-read part of an email and a great way to gather qualitative feedback.

Template variables

Replace each {{variable}} in the template with your actual information.

VariableDescriptionExample
{{first_name}}New user's first nameJamie
{{product_name}}Your product nameTaskfully
{{primary_action}}The single most important first actionCreate your first project
{{action_description}}One-sentence description of that actionAdd your team members and set a deadline to unlock collaboration features
{{time_estimate}}How long the first action takes2 minutes
{{key_benefit}}The main benefit they'll unlockseeing your team's work in one place
{{cta_button_text}}Button text for the primary CTACreate Your First Project
{{cta_link}}URL for the primary CTAhttps://app.taskfully.com/new-project
{{tip_1}}First helpful tipImport tasks from Trello or Asana in one click
{{tip_2}}Second helpful tipInstall our Slack app to get updates where you work
{{tip_3}}Third helpful tipInvite teammates — collaboration unlocks the best features
{{sender_name}}Sender's name (ideally a founder)Alex Park
{{sender_title}}Sender's titleCo-founder
{{ps_message}}A personal P.S. messageIf you have 10 minutes, I'd love to learn what brought you to Taskfully — just reply here.

Frequently asked questions

Plain text (or minimal HTML that looks like plain text) significantly outperforms heavily designed HTML emails for onboarding. It feels more personal and is less likely to hit the Promotions tab.

Related templates

Email

B2B Sales Email Sequence

View template
Email

Cold Email for SaaS

View template
Email

Follow-up After No Reply

View template
Email

Partnership Proposal Email

View template

Tools that work great with this template

Sponsored
⚡Free trial

Instantly.ai

Send cold emails at scale

Automate your cold outreach. Connect unlimited inboxes, warm up domains, and track every reply.

Try Instantly.ai
🎯Popular

Lemlist

Personalized cold email campaigns

Add images, video thumbnails, and dynamic variables to your cold emails. Higher reply rates guaranteed.

Try Lemlist
🚀Free plan

Apollo.io

Find leads + send email sequences

B2B prospecting database with 275M+ contacts, built-in email sequences, and CRM sync.

Try Apollo.io

* Some links are affiliate links. We may earn a commission at no extra cost to you.