Activation
Last updated
Last updated
Onboard Users Faster with AI-Driven Email Sequences
Objective: The goal here is to help new users quickly understand your platform and start using it effectively. By providing personalized onboarding experiences, you can reduce any confusion they might face and get them to see the value of your product faster. ELMA makes this process seamless by automating and personalizing the onboarding journey.
Solution: ELMA leverages AI to send timely, customized emails that guide users through the necessary steps to get started. These emails provide tips, tutorials, and helpful information based on user behavior and progress. This reduces friction and enhances the user experience.
Goals: The main goal is to increase the number of users who complete the onboarding process and become active users. Faster onboarding means quicker value realization, which often leads to higher long-term retention.
Steps:
Login to ELMA: Visit and log in using Google or a new email ID. Verify the OTP if applicable.
Set Up Account: Enter your name, company name, marketing goal, email frequency, and company size. Provide your company URL and click submit.
Integrate with Data Sources: Navigate to the Integrations tab and connect ELMA to your relevant data sources. Here you can connect Elma to your product analytics tool or data warehouse like Mixpanel, Amplitude, Snowflake, etc. This will help Elma understand user events and user data on your website. ELMA will use this data to personalize the campaign
Import Data: Once integration is complete, click on Import Data to sync recent customer data. This helps ELMA analyze user behavior effectively.
Connect with data: You can connect with these data sources or even upload CSV file
Enter value: Enter the requested data and hit submit
Connection successful: The data source is connected successfully
Import event: Importing event from the data, events are generated
Map events: Map events as required
Segments: Click next the segments will be created for the data given
Events and segments: We can see all the events and segments and edit them accordingly
Create an Onboarding Sequence: Navigate to Email Campaign and select an onboarding email sequence template. If no template matches, chat with ELMA for a personalized sequence.
Customize and Personalize: Edit the email content to include tips, tutorials, and helpful resources relevant to your platform. Adjust the tone to match your brand.
Preview and Launch: Preview to check the email sequence. Once satisfied, launch it to begin onboarding users.
Track Results: Go to Analytics to monitor user responses and completion rates. ELMA will suggest improvements to optimize engagement.
