Onboarding Welcome Series

Welcome new customers with a personalized onboarding sequence that introduces key features and drives initial activation.

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Active Contacts
1,247
Completed
4,893
Completion Rate
78%
Avg Duration
4.2 days
Conversion
67%
Created Dec 15, 2025
Modified Jan 10, 2026
By Sarah Chen

Journey Steps

Click to see step details
Account Created

New customer signs up

6,140 entered6,140 converted
Welcome Email

Send personalized welcome

6,140 entered5,892 converted
Wait 1 Day

Allow time to explore

5,892 entered5,892 converted
Check First Login

Has user logged in?

5,892 entered4,234 converted
Feature Tour Email

Send feature highlights

4,234 entered4,021 converted
Wait 3 Days

Allow feature exploration

4,021 entered4,021 converted
CSM Introduction

Assign and introduce CSM

4,021 entered3,856 converted
Journey Complete

Onboarding finished

3,856 entered3,856 converted

Recent Activity

Live
Acme Corporation
Feature Tour Email2m ago
TechStart Inc
Welcome Email5m ago
Global Finance
CSM Introduction12m ago
CloudFirst
Wait 1 Day18m ago
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