Bubble SaaS Onboarding Emails
Eight emails. Fourteen days. The onboarding sequence that increases trial-to-paid conversion by 10–30% with zero additional product investment. Every email, its goal, its send condition, and full implementation code in Bubble.
Onboarding Emails Drive More Revenue Than Any Other Campaign
The first 14 days of a customer relationship determine whether they convert from trial to paid. Onboarding emails are the primary tool for guiding users toward activation during this window. A well-designed onboarding sequence increases trial-to-paid conversion by 10–30% with zero additional product investment. It runs automatically, every time a new user signs up, indefinitely. This guide covers every email in the sequence, what it says, and when it fires.
The 8-Email Onboarding Sequence — Day by Day
| Day | Email Name | Goal | Subject Line Approach | Only Send If |
|---|---|---|---|---|
| 0 | Welcome | Reinforce the decision, set expectations | “Welcome to [Product] — here’s where to start” | Always |
| 1 | First Step | Drive the first core action | “The one thing that will make [Product] worth it” | First action NOT completed |
| 3 | Tip of the Week | Educate, surface a key feature | “Most teams don’t know about this” | Logged in at least once |
| 5 | Team Invite | Drive invitation (retention multiplier) | “[Product] is better with your team” | No teammate invited yet |
| 7 | Mid-Trial Check-in | Surface objections, offer help | “How’s [Product] working for you so far?” | Has logged in but not converted |
| 10 | Trial Ending Soon | Create urgency, drive upgrade | “Your trial ends in 4 days — don’t lose your data” | Not yet converted |
| 13 | Last Chance | Final push with incentive | “Last chance: continue for $[discounted price] this month” | Not yet converted, high engagement |
| 14 | Trial Expired | Reactivation with low friction | “Your [Product] trial has ended — reactivate in one click” | Trial expired, not converted |
Scheduling the Sequence Automatically on Workspace Creation
Workflow: workspace_created
Schedule “email_welcome” at: now
Schedule “email_first_step” at: now + 1 day
Schedule “email_tip” at: now + 3 days
Schedule “email_team_invite” at: now + 5 days
Schedule “email_mid_checkin” at: now + 7 days
Schedule “email_trial_ending” at: now + 10 days
Schedule “email_last_chance” at: now + 13 days
Schedule “email_trial_expired” at: now + 14 days
// Each scheduled workflow checks conditions before sending
email_first_step API workflow:
Step 1: Find Workspace by parameter workspace_id
Step 2: Only when Workspace’s subscription_status = Trialing
AND Workspace owner’s onb_first_action_done = no
Step 3: Send email via SendGrid
// Stop sending when converted
email_trial_ending:
Only when: subscription_status = Trialing (not Active)
// If they converted, this email is skipped automatically
Personalise With Real Workspace Data
The single biggest lift in onboarding email performance comes from replacing generic copy with data specific to that workspace. Instead of “Try creating your first project,” send “You have created 3 projects this week — here’s how to invite your team to collaborate on them.” Personalised emails using real product data convert 3–4× better than identical copy sent to every new user.
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