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SurveyMonkey
SurveyMonkey’s email journey features clean, polished onboarding emails that guide users toward key features and prompt them to take meaningful actions within the product. They complement this with a monthly content-driven newsletter that shares articles, research, and upcoming webinars to keep users engaged. A few activity-based nudges—like reminders to finish an unfinished survey—help maintain momentum and encourage continued usage.
See the full email journey in chronological orderShow original layout
Number of emails:
11
Duration
About 2 months
Date Started:
May 12, 2025
Date Ended:
July 15, 2025
Avg time delay:
~6 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.
