Welcome
Send this after a new customer creates an account. Confirm the signup and link to the first setup task. Replace the product name, starter link, and support contact, then connect the email to your signup event.
Fons Mans
Stop onboarding when the user activates
Choose the product action that marks setup complete. Trigger the welcome email from signup. Before each follow-up, check whether setup is complete and skip reminders the customer no longer needs. Compare the welcome and onboarding examples when deciding where to split the sequence.
For the setup steps, follow sending a welcome email after signup. Before enabling the workflow, check your sending domain and test the email with missing optional contact data.