The Digital Advertising Alliance (DAA) is now rolling out “onboarding” for companies seeking to use its California Consumer Privacy Act (CCPA) opt-out tools. The DAA previously announced the initiative last month; it will “go live” on January 1, 2020 when CCPA formally takes effect.

Ad choices redux. Modeled on the long-standing ad choices icon and approach, the DAA opt-out tools will enable consumers to block the sale or transfer of their personal data “across all of the DAA participating companies integrated into the new tools, from a single website or app.” There will also be a parallel system for mobile apps and in-app advertising.

While the DAA initiative won’t cover the entire universe of publisher sites and platforms, DAA members include the IAB, American Association of Advertising Agencies, American Advertising Federation, Association of National Advertisers, Better Business Bureaus National Programs and the Network Advertising Initiative. That coalition of organizations suggests the DAA’s mechanism will be widely adopted.

DAA tools are one piece of a larger solution. Regardless of whether the DAA tools are used, every publisher meeting the statutory criteria provided by CCPA is required to present consumers with “a clear and conspicuous link on the business’s Internet homepage, titled ‘Do Not Sell My Personal Information,’ to an Internet Web page that enables a consumer, or a person authorized by the consumer, to opt-out of the sale of the consumer’s personal information.”

The DAA reminds publishers and other stakeholders that adopting its opt-out notification and other tools is not a substitute for specific legal advice about CCPA compliance — there are other requirements beyond the consumer-data opt-out provisions. The organization intends to offer more information on a new site: privacyrights.info. It says that companies interested in using the DAA tools can get more information there but the current content is directed primarily at consumers.

Why we care. The DAA is one of a number of entities seeking to help companies address CCPA. The IAB is also offering a compliance framework for publishers and technology providers. It’s generally complementary to what DAA is doing. There are also a number of private software companies offering compliance solutions, such as TrustArc and LiveRamp, among many others.

Even though CCPA kicks in on January 1, 2020 there won’t be any enforcement until July 1 at the earliest. That means there’s still time to prepare even if you haven’t started. But don’t wait until the end of Q1. If you need more background, context and advice, start here.

More about CCPA and consumer privacy regulation

About The Author

Greg Sterling is a Contributing Editor at Search Engine Land. He writes about the connections between digital and offline commerce. He previously held leadership roles at LSA, The Kelsey Group and TechTV. Follow him Twitter or find him on LinkedIn.


freemium email onboarding

Getting traction for your freemium plan might be fairly simple if there’s a big demand for your product. Viral sharing is why businesses can afford to jump on the opportunity of product marketing—but there’s a catch. Without great onboarding, including an email onboarding sequence, many of your freemium users will quickly become inactive and never convert.

And if your product doesn’t have built-in viral sharing (such as sharing a design or video), then you’re even more incentivized to successfully onboard your freemium users. Your cost of acquisition is likely to be higher.

In this post, we’re covering how to set up marketing automation that onboards your freemium users so you can turn them into active fans.

Remember: we are about to launch GoSquared Automation where you will be able to put all the lessons from this post into action. Reach out to us if you’d like to be one of the first to try it out!

What is an email onboarding sequence?

email onboarding sequence

An email onboarding sequence is a series of emails sent to new customers or users to help deepen the relationship they have to your brand, show them how to make the most out of your product and get them using your product as much as possible in this critical first few days.

An email onboarding sequence can be sent to free trial users, freemium users, or paying customers for a SaaS product, a physical subscription service or a variety of other business types.

Because we’re talking about freemium users in this post, we’re focusing in on SaaS, since most other business types wouldn’t have a freemium offer. In fact, freemium is a big part of what sets SaaS marketing apart.

How to develop an email onboarding sequence for freemium users

onboarding email strategy

With new freemium users, there are several goals for your onboarding sequence:

  • Give them their login URL and details (such as a workspace or team name, or custom URL)
  • Help them discover the “Aha!” moment as quickly as possible, meaning the moment at which they see that your product has real, meaningful value
  • Entice them to log back into and use the platform
  • Aside from the main product value, show them additional features in order of priority (customer research can help you decide which features to showcase and in what order)

As, we’ll come to see in this post, some companies (like Slack) take a more pared down approach to freemium onboarding, and send only product behavior-based emails after the initial welcome instead of a drip sequence.

For now, here’s a freemium drip onboarding sequence from InVision that meets the above goals. In the sequence, there are four emails (not based on user behavior). Then after that, the user is added to their newsletter which directs traffic to their popular design blog.

These are the four email subject lines before the user is added to the newsletter:

  1. Welcome! Use Boards to showcase your creative vision
  2. Get started with 3 quick videos
  3. Grab 3 free design tools to get more done, faster
  4. Get your insider’s look at design at Evernote, Huge, SoundCloud and more!
    1. Email 1 subject line: Welcome! Use Boards to showcase your creative vision

      The first email in the sequence is a simple welcome email that drives traffic back into the app with a CTA button that reads “Create Boards.”

      Email onboarding for freemium users

      Email 2 subject line: Get started with 3 quick videos

      In keeping with InVision’s target audience, the focus of their emails is more design heavy and is light on the copy. This email shares product videos that walk the user through the process of creating boards and prototypes.

      email onboarding example

      Email 3 subject line: Grab 3 free design tools to get more done, faster

      The third email introduces the new user to 3 free design tools, whether tools that are essentially side projects for InVision or found inside the app. Regardless of which one the user tries first, InvisionApp is portraying their brand as knowledgeable, helpful, and giving. This helps to establish a connection.

      The takeaway here is that if you have any free tools or resources that aren’t just designed for onboarding, but are primarily designed to give value to your target audience, then you should include them in your initial sequence. If readers know that there are great tips and resources in your emails, they will be more likely to read them in the future.

      email onboarding for new customers

      Email 4 subject line: Get your insider’s look at design at Evernote, Huge, SoundCloud and more!

      The final email in the email onboarding sequence sends new freemium users to their blog’s homepage. Truthfully, Inside Design is more like a digital magazine than a blog. This is a nice, smooth transition from the product-focused emails to what comes next: the user is added to their newsletter which shares content from Inside Design.

      email onboarding examples

      Remember: we are about to launch GoSquared Automation where you will be able to put all the lessons from this post into action. Reach out to us if you’d like to be one of the first to try it out!

      How to send email content based on user behaviour

      targeted email onboarding

      The above example is a 4-series email onboarding sequence that isn’t triggered based on user behaviour. It’s a drip sequence sent out to all new users.

      A drip sequence can work if there are a set number of steps users must take to get value out of the product, or if you serve a target audience or niche.

      It’s very hard to create a robust drip sequence if your users stretch across every industry, or if the way to get started is incredibly simple. Slack meets both of the above criteria, and that’s why they only send action-based emails apart from the welcome email.

      This is why you need strong analytics data that can help you to understand your customer’s behaviour. We always recommend a data-backed approach to all of your communications and believe that it makes the most sense to have this data accessible at the creation point of drip sequences. It’s why we’re building GoSquared Automation.

      The following email from Slack is triggered when a user invites another user and enables a signup link for anyone in their organisation with the same email address.

      Action-based email subject line: Share your signup link

      email onboarding best practice

      These sorts of emails can serve as a reminder for the user. Right in their inbox, they see that they need to share their link. It’s a smart way to prompt them to onboard their team.

      But what about sending emails when they haven’t taken or completed an action?

      What to send when a desired action hasn’t been taken

      email onboarding challenges

      In addition to emails triggered by user behavior, you can send emails that have been triggered because an action was NOT taken.

      Let’s say that, like Mailerlite, your onboarding dashboard includes two steps that users need to take.

      email onboarding best practices

      If a user clicks “Complete your profile,” they are taken to a form that they need to fill out.

      email onboarding form example

      If the user doesn’t complete this form and/or doesn’t click “Save,” that’s a great trigger for an email. In the email, you could share a 1-minute video of the required information as well as an exciting preview of what they’ll get to accomplish once that housekeeping task is all done.

      Timing of onboarding emails

      automated email timing

      The InVision example of a 4-series email onboarding sequence above is sent every other day. Some companies send 3 emails a day for 3 days, and then once or twice a week for a few weeks after that. There’s no single hard-and-fast answer.

      Remember: we are about to launch GoSquared Automation where you will be able to put all the lessons from this post into action. Reach out to us if you’d like to be one of the first to try it out!

      Some of this will depend on the nature of your product. With some tools, users won’t get any value out of it until they’ve taken the required onboarding steps, such as integrating their Google calendar or synching one of their social media accounts. In that case, you’ll want to encourage them to set up their account quickly.

      With other tools (especially design tools), they can ignore the onboarding for a week, and then hop in and create a design without a big setup process baring their way. The issue might not be as pressing, so you can space the sequence out a bit more.

      SaaS welcome email examples

      SaaS email onboarding example

      One of the most important parts of your email onboarding sequence is the welcome email. You want to get new freemium users logging in and using your tool as soon as possible (while their reason for signing up is still fresh in their minds).

      Let’s take a look at this SaaS welcome email example from Hootsuite.

      Subject line: Welcome aboard! Let’s get to it

      email onboarding examples

      best email onboarding

      email onboarding guide

      email onboarding freemium users

      This is a great example of a welcome email and can be used as a new user email template, because it does these four things:

      1. Reminds the new user what the app does (social media management platform)
      2. Gives evidence of authority and social proof (used by 16 million professionals)
      3. Shares the steps to get started (Connect social media profiles etc.)
      4. Shares the link to the Help Center

      Remember that your onboarding email isn’t just about sharing features. It’s also a type of sales email. On-point branding with social proof can make a huge difference towards getting new users excited about setting up their account.

      We all know that using a tool is a chore. You need to make it easy, and remind them why they should even bother.

      Subject line: Dayana Test on Slack: New Account Details

      In this example from Slack, we’re reminded that we get “unlimited messaging.” Slack isn’t trying to get a new freemium user to integrate Trello or make a Slack call to a colleague. Slack just wants the new user to get to the “Aha!” moment, which is messaging.

      email onboarding sign up

      email onboarding guide

      This is an incredibly simple email which shows the user how and where to login and where to go for more information. The reason it can be so simple (and yet so effective) is because Slack is very clear on what their “Aha!” moment is.

      What should you send freemium users at the end of your onboarding sequence?

      closing the onboarding sequence

      Here are some things to consider when deciding what to send at the end of your onboarding sequence.

      Because InVision creates content that serves designers (regardless of which tools they use), it makes sense that InVision sends freemium users a content newsletter after the initial email onboarding sequence is over.

      Subject line: Unwrite my heart

      email onboarding guide

      high converting email onboarding

      Most SaaS companies can’t afford to treat their blog like a digital publication, though. Just because you don’t have one-of-a-kind interviews like InvisionApp doesn’t mean you can’t direct freemium users to valuable content. If your app serves a particular audience, work on creating content that serves them and at the end of your sequence, you can segway into it.

      After a period of 1 – 3 weeks, you should transition away from sending product-focused emails and instead send emails that add value to the reader regardless of product use. Otherwise, you’ll come across as nagging and not customer-centric.

      Should you remove MQLs from your email onboarding sequence?

      email onboarding list

      Should you send your email onboarding sequence to everyone who signs up? If you only serve one type of business (like small business owners), then yes, you can send it to everyone.

      But if you also serve enterprises, you should check new signups for MQLs (based on industry, company size, country, etc.) and remove them from your automated sequence. Instead, your sales team will be reaching out to them directly, and their onboarding process will most likely include personal attention.

      When logging in for the first time, new Hootsuite freemium users must fill out the following form before they can connect their social media apps.

      If you have a sales team, you’ll want to perfect this handoff.

      email onboarding example

      So, that’s it!

      email onboarding guide

      An email onboarding sequence can help you turn your new freemium signups into active users, and active users are more likely to need premium features in your paid plans.

      We hope you learnt a lot from this post. If you’re still deciding whether a free-trial or freemium model is right for you check out this post on email onboarding for free-trial users and see if that helps your decision along.

      We’d love to share more about our own data-backed automation product, get in touch if you’d like a free consultation and early access!