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Pipedrive
Pipedrive’s email journey features clean, simple, and well-designed messages that guide users through a straightforward onboarding flow focused on discovering key features through videos, sample files, and webinars. Once a user becomes paid, Pipedrive adds a strong human touch, with the customer success team personally inviting new customers to book a 45-minute onboarding call—an excellent way to accelerate adoption. Their broader lifecycle communication is rich in educational content, newsletters, blog articles, courses, guides, and reports, complemented by smart win-back tactics, social-proof-driven messages, and occasional expansion offers tied to timely events. P.S. Several repetitive newsletters were removed to reduce redundancy, so the average time delay between emails appears longer than in reality.
See the full email journey in chronological orderShow original layout
Number of emails:
46
Duration
About 8 months
Date Started:
January 18, 2024
Date Ended:
September 20, 2024
Avg time delay:
~5½ 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.
