Klavio based onboarding emailers
for a New Zealand based wealth management company.
Challenge
A website signup process needed improvement to increase user engagement with the platform.
Solution
A series of onboarding emailers were developed to guide new users through the signup process, educate them on product benefits, and encourage further interaction.
Key Strategies:
Confirmation Email: A welcome email confirmed user signup and included a clear call-to-action (CTA) to complete the process.
Building Trust: The email featured an image and title of the client success manager for a personal touch.
Inclusive Design: Illustrations replaced photographs to cater to a broader audience segment.
Personalized Engagement: Subsequent emails were triggered based on user response:
Non-Signups: A more engaging email detailed product features and benefits with a renewed CTA.
Signups: Educational content like quizzes and articles helped users navigate the platform based on their preferences.
Results and Reflection
This targeted email strategy increased user engagement with the signup process and product exploration.
Key Takeaways:
Onboarding emailers effectively guide users through the initial stages of platform adoption.
Personalized content based on user behavior improves engagement and conversion rates.
Visual elements like illustrations can enhance inclusivity and user experience.