Onboarding Email Settings

In SubscriptionFlow, onboarding is designed to help you create meaningful first interactions with your customers. The Onboarding Emails feature ensures that every new subscriber receives timely and relevant communication as soon as they engage with your business. These automated emails are seamlessly triggered by subscription events within SubscriptionFlow, saving your team time while keeping customers informed and engaged.

With onboarding emails, you can:

• Welcome new customers effectively – Send personalized greetings that align with your brand.

• Provide subscription clarity – Automatically confirm trial start dates, activation, and upcoming subscription schedules.

• Improve retention and conversions – Encourage trial users to explore your service fully and convert to active subscribers.

Instead of managing these communications manually, SubscriptionFlow handles them automatically through its email automation engine. This ensures that your customers always know the status of their subscription and never miss critical updates.

The Onboarding Emails section includes four key configurations:

1. Customer On-Boarding Email – Sends a welcome email with essential account details and next steps.

2. In-Trial Subscription Notification – Informs customers when their trial period begins, including its end date.

3. Active Subscription Notification – Confirms that a customer’s subscription is active and ready to use.

4. Future Subscription Notification – Notifies customers of subscriptions that will start at a future date.

To use onboarding emails follow the following steps:

1. Login to your subscriptionflow account.

   

2. Click on the Settings button on the top right side of the webpage top open Administration Settings. 

   

3. Click on the Email Notification option under email settings.

   

4. Click on the Onboarding Emails section in the top left corner of the header.

   

5. Below is the list of all automated emails that exist in SubscriptionFlow emails for onboarding.

   

6. For each email there exists an edit button on the right side of the configuration row. This will open a form which will help you edit the content of the email.

   

   

7.  You can select your already configured email by clicking on the Send Email From button.

   

8. To apply filters click on the Apply Conditional Filters checkbox, use the given fields to send emails to specific customers.

    

9. You can select a particular module from the dropdown menu and select it's fields to apply filters.

   

   

10. Click on Save button to save these settings for every sent email in the future.

     

    

11. To send these automated emails to your customers click on the toggle button in the right side of the row. Once the setting is enabled a success notification will appear in the top right of the webpage.