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Calendly
Calendly delivers highly polished, visually distinctive emails, especially throughout a long and engaging onboarding flow filled with videos, feature nudges, and personalized prompts based on user activity. Their lifecycle messaging blends upgrade reminders, team-invite nudges, product-adoption prompts, and a rich cadence of educational webinars, including an on-demand onboarding session for new paid users. They also maintain strong ongoing engagement through regular product-update emails from their Head of Product Marketing, win-back messages for churned users, and occasional expansion offers such as annual-plan discounts.
See the full email journey in chronological orderShow original layout
Number of emails:
55
Duration
About 1 year and 1 month
Date Started:
January 18, 2024
Date Ended:
February 24, 2025
Avg time delay:
~7 days
Onboard Free User
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Onboard Paid User
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Educate & Engage
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Win Back Churned User
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Expand User
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Announce New Features
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Celebrate Milestones
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Request Feedback
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
Transactional Emails
Including integrations and time-saving benefits, using real-world use cases. The series reinforces the habit of recording with Loom by encouraging users to explore its capabilities. By blending education with gentle nudges to upgrade, Loom’s onboarding flow builds confidence, reduces friction, and moves users toward long-term adoption.
No templates for this touchpoint (yet)
We’re working to trigger every possible touchpoint, so this space will fill up soon.
We’re working to trigger every possible touchpoint, so this space will fill up soon.
