Activation email template
Onboarding complete email
An onboarding complete email lands right after a user finishes setup. It confirms they did it right and shows the next thing worth doing, which turns a finished checklist into a habit.
Event-based, sent the moment it happens
Once per user
Activation
The email template
This is the starter email Atlis fills in when you add the Onboarding Completed trigger.
Subject
You're all set with {{productName}}!
Hi {{displayName}},
Congratulations, you just finished getting set up in {{productName}}.
Now's a great time to explore the rest of what it can do for you.
Go to your dashboard
Best,
The {{productName}} team
When it sends in Atlis
The user becomes activated: isActivated changes to true, a first payment arrives from Stripe or Paddle, or a CRM status mapped to Activated. You can also track onboarding_completed yourself.
Goal: Turn a completed setup into regular use.
Tips for this email
- Send it immediately. The moment of success is when people are most open to the next step.
- Suggest one follow-on action that builds on what they just did.
- Keep the tone celebratory but brief. They came to use your product, not read email.
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 Onboarding Completed trigger
In Workflows, add the Onboarding Completed 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
Does Atlis send this automatically?
Yes. It fires when a user becomes activated, whether through isActivated, a first Stripe or Paddle payment, a CRM status mapped to Activated, or an onboarding_completed event you track. It's sent once per user.
Should I add follow-ups?
A short follow-up a few days later with a tip or use case often helps. Atlis lets you add up to 4 follow-ups to any workflow.