Make the first email earn the second session. Start from the signup event.
Confirm that the account is ready, point to the next useful action, and follow up only when the customer still needs help moving forward.
✓The starter path sends immediately, then follows with a getting-started nudge around day three.
A journey you can inspect
When contact.created fires
No filter — every event enrolls.
Welcome email
Send
2 days
Wait
Activated?
Branch
[ 01 / 04 ]First-session friction
A generic welcome note celebrates the signup but ignores the job ahead.
New users need proof that setup worked, one clear next action, and help based on current product state.
The message says too much
Multiple competing calls to action make the easiest response closing the email.
Product context is missing
Role, workspace state, and completed steps never shape the message.
Onboarding never exits
Activated users keep receiving beginner prompts because the email path cannot see progress.
[ 02 / 04 ]Starter journey
Welcome now. Guide after the customer has had time to act.
Receive signup
Publish a stable signup event after the account and contact state are committed.
Send the welcome message
Confirm access, set one expectation, and make the next product action unmistakable.
Wait for product evidence
Give the customer time to act, then help with the most valuable unfinished step.
What the path keeps explicit
- Signup trigger
- Immediate first message
- Adjustable follow-up delay
- Activation-aware exit logic
[ 03 / 04 ]Message design
Give each email one job.
Confirm the promise
Confirm what the user can now do in the language that led them to sign up.
Reduce the next step
Link to the unfinished action and explain why it matters.
Use known context
Personalize from trustworthy product fields; do not ask the customer for information already on the contact timeline.
Measure activation
Pair delivery and engagement with the product event that represents meaningful progress.
[ 04 / 04 ]Continue the lifecycle
Build the paths that follow onboarding.
Questions people ask us
Turn each signup into one clear next step.
Launch the two-message starter path, then improve it with real activation evidence.