Activation email template
First milestone email
A first milestone email goes out when a user creates their first project, document or workspace. It recognises the hardest step and nudges them toward adding more detail or inviting colleagues.
Event-based, sent the moment it happens
Once per user
The email template
This is the starter email Atlis fills in when you add the First Project Created trigger.
Subject
Your first project is live, {{displayName}}
Hi {{displayName}},
Nice work creating your first project in {{productName}}. That's the hardest step done.
Most people get the most value once they add a bit more detail and invite anyone they work with.
Open your project
Best,
The {{productName}} team
When it sends in Atlis
You track first_project_created.
Goal: Build momentum after the first real piece of work.
Tips for this email
- Link straight to the project they created, not your homepage.
- Suggest the next step that makes the project more valuable, such as adding teammates.
- Rename the trigger to match your product: first board, first campaign, first report.
Send it automatically in three steps
- 1
Connect your app
Install the Atlis snippet or send users and events with the Server API.
- 2
Add the First Project Created trigger
In Workflows, add the First Project Created trigger. The email below is filled in for you.
- 3
Edit and switch it on
Adjust the wording, optionally add up to 4 follow-ups, and switch the workflow on.
Questions
How do I trigger this email?
Track a first_project_created event from your app with the Atlis snippet or Server API the first time a user creates one. Atlis sends the email once per user.
Can I use it for a different milestone?
Yes. Send the event whenever your product's first meaningful milestone happens, or create a custom trigger with your own event name.