SaaS Application New User Onboarding Drip Email Campaign
Project scope
Categories
Graphic design Digital marketing Product or service launch Copy writingSkills
marketing copy copy editing instruction delivery email marketingCreate a "drip" email campaign of short, multimedia, instructional messages for new TaskTrain registrants to help them understand the value and use of our simple process management SaaS, increasing the likelihood that they activate as product users and eventually become paying customers.
Activities:
- Investigating and understanding best practices for SaaS onboarding.
- Reading the TaskTrain website and Help Center to understand the value of the product and its features.
- Using TaskTrain to understand the onboarding steps and challenges.
- Identifying topics for a sequence of email messages to be sent out to new registrants over the first 2-6 weeks of registration with the objectives of explaining the value TaskTrain brings to organizations and learning how to use its features.
- Writing copy and generating graphics or videos for the email messages.
- Creating a system for tracking the emails and their effectiveness.
- Testing the emails and making adjustments based on the results.
Deliverables:
- Email message text and image layout.
- A brief written report explaining the design process and outcomes.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
Keep your team on track. Integrate your standard operating procedures into everyday workflow as actionable assignments.
Training? …Forgotten.
Procedures? …Neglected.
Mistakes? …Made.
Get your team back on track with TaskTrain, the simple but powerful process management platform that equips teams to get things right the first time, every time. TaskTrain combines the simplicity of checklists, the power of mobile task tracking, and the support of just-in-time training, enabling teams to deliver service quickly & correctly. TaskTrain is designed to eliminate avoidable errors in routine work by integrating custom checklists with embedded training into workflow, coordinating team tasks while ensuring compliance, allowing service managers to raise quality, increase efficiency, and lower rework costs.
Benefits:
•Easy Workflow Documentation: Define standard operating procedures by creating simple, multi-level checklist templates. Add detailed, multimedia work instructions/training materials at each step.
•Team Task Coordination: Assign a procedure or any step to any teammate & instantly see status & responsibility of open assignments & tasks. Avoid “dropped balls” in the human hand-offs between steps in a process.
•Instant Job Tracking: Track work orders, support cases, care plans, & other service requests easily.
•Just-In-Time Training: Track work orders, support cases, care plans, & other service requests easily. Instantly see who’s doing what down to the task level.
•Auditable Procedure Compliance: Document procedure compliance automatically with the history of completed assignments and its detailed task-level activity log.