Setup Prompt

Setup Prompt emails

35 emails in library

Nudges sent to users who haven't completed initial account or workspace setup. Reduces early churn by guiding users to complete the steps required to experience core product value.

Related use cases

Onboard Free User Onboard Paid User Educate & Engage

Account Created Confirmation Activity Update Affiliate Partnership Article Beta Testing Billing Reminder Case Study Complete Purchase Conference Invite Content Engagement Course Customer Success Downgrade Receipt Download Chrome Extension Download Mobile App Download Web App eBook Email Verification Feature Update Feature Upsell Feature Usage Nudge Follow up Guide Inactivity Nudge Integration Prompt Interview IRL Event Join Community Join Waitlist Join Your Team Login From New Device Milestone Reached Month in Review New Feature(s) Nudge Newsletter NPS Survey Nudge to Book Demo Nudge to Invite Team Onboarding Call Invite Onboarding Call Summary Onboarding Checklist Onboarding Progress Nudge Partner Program Password Reset Payment Declined Payment Receipt Payment Reminder Product Education Product Update Promotional Article Qualitative Feedback Quota Reached Re-Engage Cancelled Users Re-Engage Downgraded Users Referral Prompt Refund Policy Report Setup Prompt Social Media Share Special Offer Survey Team Invite Accepted Terms of Use Update Thank You - Download Trial Expiration Warning Trial Expired - Upgrade Trial Extension Offer Trial Just Started Upgrade CTA Upgrade to Annual Usage Expansion Usage Summary Video Video Series Webinar Confirmation Webinar Invitation Webinar Recording Welcome - Free Users Welcome - Paid Users Year in Review

(Step 1) Start generating more leads with your forms and landing pages

(Step 1) Start generating more leads with your forms and landing pages — email screenshot from Hubspot

Setup Prompt Trial Just Started

Action required: Finish setting up your account

Action required: Finish setting up your account — email screenshot from Grammarly

Setup Prompt Product Education +2

Book meetings with multiple people

Book meetings with multiple people — email screenshot from Calendly

Setup Prompt Product Education

Create templates for your sales meetings

Create templates for your sales meetings — email screenshot from Calendly

Feature Usage Nudge Setup Prompt +1

Final offer 🤝 500 credits

Final offer 🤝 500 credits — email screenshot from Apollo.io

Onboarding Checklist Setup Prompt +1

Get started in Lucidchart

Get started in Lucidchart — email screenshot from Lucid

Welcome - Free Users Trial Just Started +1

Get started with Illustrator

Get started with Illustrator — email screenshot from Adobe

Setup Prompt Product Education

Getting started with Ahrefs

Getting started with Ahrefs — email screenshot from Ahrefs

Product Education Feature Usage Nudge +1

Getting started with beehiiv

Getting started with beehiiv — email screenshot from Beehiiv

Setup Prompt Trial Just Started +1

Here's your last chance to join the ClickUp Beginner Webinar! ✨

Here's your last chance to join the ClickUp Beginner Webinar! ✨ — email screenshot from Clickup

Webinar Invitation Content Engagement +1

Hey Jonathan, let's get started with Hunter

Hey Jonathan, let's get started with Hunter — email screenshot from Hunter.io

Welcome - Free Users Trial Just Started +2

How to distribute events to your team

How to distribute events to your team — email screenshot from Calendly

Setup Prompt Product Education

Important: Your setup is not complete

Important: Your setup is not complete — email screenshot from Pipedrive

Setup Prompt Inactivity Nudge +1

It's official – you're a Semrush PRO!

It's official – you're a Semrush PRO! — email screenshot from SemRush

Welcome - Paid Users Setup Prompt

Jonathan, your onboarding checklist is incomplete

Jonathan, your onboarding checklist is incomplete — email screenshot from Apollo.io

Onboarding Checklist Setup Prompt +1

Notion for marketing teams (1/7):

Notion for marketing teams (1/7): — email screenshot from Notion

Welcome - Free Users Trial Just Started +1

Please don't ignore: Your setup isn't complete

Please don't ignore: Your setup isn't complete — email screenshot from Dropbox

Setup Prompt Inactivity Nudge

Quickstart guides to get you up and running

Quickstart guides to get you up and running — email screenshot from Stripe

Setup Prompt Feature Usage Nudge +1

Start with a template, not a blank canvas

Start with a template, not a blank canvas — email screenshot from Miro

Feature Usage Nudge Trial Just Started +1

Top ways to automate the apps you use

Top ways to automate the apps you use — email screenshot from Zapier

Setup Prompt Feature Usage Nudge

Use Lucidchart to the fullest

Use Lucidchart to the fullest — email screenshot from Lucid

Setup Prompt Product Education

Verify your domain to start sending emails

Verify your domain to start sending emails — email screenshot from Customer.io

Setup Prompt Feature Usage Nudge

Warm chocolate ClickUp cookies

Warm chocolate ClickUp cookies — email screenshot from Clickup

Welcome - Free Users Trial Just Started +2

Welcome to Aircall! Allow us to introduce ourselves

Welcome to Aircall! Allow us to introduce ourselves — email screenshot from Aircall

Welcome - Free Users Trial Just Started +2

Welcome to Buffer 👋

Welcome to Buffer 👋 — email screenshot from Buffer

Welcome - Free Users Trial Just Started +2

Welcome to Calendly

Welcome to Calendly — email screenshot from Calendly

Welcome - Free Users Trial Just Started +1

Welcome to Grammarly

Welcome to Grammarly — email screenshot from Grammarly

Welcome - Free Users Trial Just Started +1

Welcome to Your New DocuSign Account!

Welcome to Your New DocuSign Account! — email screenshot from Docusign

Welcome - Paid Users Trial Just Started +1

Welcome to monday.com 🎉

Welcome to monday.com 🎉 — email screenshot from Monday

Welcome - Free Users Trial Just Started +2

Welcome! Let’s get started

Welcome! Let’s get started — email screenshot from SurveyMonkey

Welcome - Free Users Trial Just Started +2

Your Asana trial starts today

Your Asana trial starts today — email screenshot from Asana

Welcome - Free Users Nudge to Invite Team +2

You’ve completed 1 of 7 tasks in your onboarding checklist

You’ve completed 1 of 7 tasks in your onboarding checklist — email screenshot from Apollo.io

Onboarding Checklist Setup Prompt +1

[Trial activated] Don’t put it off. Start using it today.

[Trial activated] Don’t put it off. Start using it today. — email screenshot from SemRush

Welcome - Free Users Trial Just Started +2

👋 Welcome to Miro!

👋 Welcome to Miro! — email screenshot from Miro

Welcome - Free Users Trial Just Started +1

🟣 Welcome to Make, Jonathan! What’s the first thing you’ll automate?

🟣 Welcome to Make, Jonathan! What’s the first thing you’ll automate? — email screenshot from Make

Welcome - Free Users Trial Just Started +2