Use Case: SaaS Onboarding

Automate SaaS User Onboarding

Turn new signups into active users with automated email & SMS sequences. Built for solo founders who need enterprise onboarding without the enterprise complexity.

30 min
Setup Time
5-step
Workflow
$0.025
Cost per user

The Problem

Manual Welcome Emails

You're manually sending welcome emails or using a generic template. New users don't know where to start.

Low Activation Rates

50% of signups never complete onboarding. You're losing potential customers before they see value.

Complex Tools

Platforms like Customer.io cost $150/month and require a dev team to set up. You need something simple.

No Time to Build

Building a custom onboarding system takes weeks. You'd rather spend time on your product.

The Sendmator Solution

Create a 5-step automated onboarding workflow that nurtures new users from signup to activation—without writing complex code or paying enterprise prices.

Set up in 30 minutes • Trigger on user_signed_up event • Pay $0.025 per user
1

Immediate Welcome (Email)

Send within 30 seconds of signup with login credentials, quick start guide, and "what to do first" instructions.

Subject: Welcome to [YourApp] - Let's Get You Started!
Delay: 0 minutes
Cost: $0.0025
2

Feature Education (Email)

Day 2: Highlight your top 3 features with screenshots and use cases. Show them the value they're missing.

Subject: 3 Features That Will Save You Hours
Delay: 24 hours
Cost: $0.0025
3

Activation Reminder (SMS)

Day 4: If they haven't completed setup, send a friendly SMS nudge with a direct link to the most important action.

Message: Hi! You're just one click away from [key feature]. Complete setup: [link]
Delay: 72 hours (conditional: if not activated)
Cost: $0.015
4

Case Study (Email)

Day 7: Share a customer success story showing how someone like them got results. Build credibility and show what's possible.

Subject: How [Similar Customer] Got Results in 2 Weeks
Delay: 168 hours (7 days)
Cost: $0.0025
5

Upgrade Nudge (Email)

Day 14: If they're active on free tier, show them the value of upgrading with a limited-time offer.

Subject: You've Outgrown the Free Plan - Here's 20% Off
Delay: 336 hours (14 days, conditional: if active)
Cost: $0.0025

How to Implement

Step 1: Trigger the Workflow (1 line of code)

When a user signs up, send their email to Sendmator:

// After successful signup
await fetch('https://api.sendmator.com/v1/workflows/trigger', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    workflow_id: 'saas_onboarding',
    event: 'user_signed_up',
    contact: {
      email: user.email,
      phone: user.phone, // optional for SMS
      variables: {
        first_name: user.firstName,
        company_name: user.companyName,
        activation_link: `https://yourapp.com/activate/${user.id}`
      }
    }
  })
});

Step 2: Create Templates in Dashboard (10 minutes)

Use the Sendmator dashboard to create your email and SMS templates with variables:

  • Welcome email with {'{{ first_name }}'}
  • Feature education email with screenshots and links
  • SMS template with {'{{ activation_link }}'}
  • Case study email with customer success story
  • Upgrade email with pricing and offer details

Step 3: Track & Optimize (Real-time)

Monitor your onboarding funnel in the Sendmator analytics dashboard:

68%
Email Open Rate
35%
Click-through Rate
89%
SMS Delivery Rate
45%
Activation Rate

Expected Results

2-3x
Higher Activation

Automated nudges and education increase completion rates

$0.025
Cost Per User

10 emails (4 sent) + 1 SMS = 93% cheaper than Customer.io

30min
Setup Time

No dev team needed. One founder can do it all.

Ready to Automate Your Onboarding?

Start with 100 free emails. Set up your onboarding workflow in 30 minutes.

No credit card required • 100 free emails to start