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Clickup
ClickUp provides a clean and effective onboarding flow, with visually appealing emails (though their unusually wide layout doesn’t render perfectly within our platform). Their journey combines feature nudges and frequent activity-based notifications, helping users stay aware of progress and encouraging deeper engagement. They also include win-back messages and occasional offers—such as 20% off—to re-activate or upgrade users and keep adoption high.
P.S. Numerous repetitive activity-update emails were removed for clarity, so the average time delay between emails appears longer than it is in reality.
Number of emails:
22
Duration
About 1 month and a half
Date Started:
May 12, 2025
Date Ended:
June 28, 2025
Avg time delay:
~2 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.
