SaaS onboarding emails triggered by what users actually do

Welcome emails, setup reminders, feature discovery and trial upgrade nudges — each fired by a real user event, not by a scheduled drip sequence.

Why scheduled drip sequences miss the mark for SaaS onboarding

Time-based sequences ignore actual user progress

Day 3 reminder emails sent to users who already completed setup look out of touch and damage trust.

Contact list sync creates latency and friction

Syncing new users to a marketing tool before you can send a welcome email adds delay and a dependency.

Plan and feature variants require complex branching

Free-plan onboarding differs from Pro-plan onboarding. Encoding this in a marketing automation journey is fragile.

No visibility into which email caused what action

Connecting an email send to a user action (first project created) requires custom tracking in marketing tools.

Event-driven onboarding: right email, right moment

Fire events from real user actions

user.signed_up, first_project.created, feature.activated — each fires the right onboarding email at the right moment.

Plan-aware from the start

Include the plan in the event payload. Rules route Free-plan users to simpler onboarding; Pro-plan users get richer activation content.

No contact list required

Recipient data comes from the event payload. No sync, no import, no delay.

Structured logs per user journey

See which onboarding events fired, which emails were sent and in what order — per user.

Onboarding events and the emails they trigger

user.signed_up

Welcome email

First email after signup. Plan-specific CTA, brand-consistent tone, no marketing noise.

onboarding.setup_incomplete

Setup reminder

Sent if the user has not completed a key setup step after a period. Fired by your backend when the condition is true.

onboarding.milestone_reached

Feature discovery

Highlight an unused feature when the user reaches a natural milestone.

trial.ending_soon

Trial upgrade nudge

Personalised upgrade CTA with remaining trial days and plan comparison.

first_project.created

First value confirmation

Congratulate the user when they complete their first meaningful action.

Frequently asked questions

Can I stop a follow-up email if the user already completed the action?
Yes — but this requires your backend to not fire the follow-up event if the action is already complete. else.events sends when it receives an event; the decision to fire is in your application logic.
Can onboarding emails be locale-specific?
Yes. Include a locale field in your event payload. Rules route to the right language template automatically.
How is this different from a drip campaign in a marketing tool?
Drip campaigns are time-based and contact-list-driven. Event-driven onboarding emails fire when the user actually does something — or does not do something your backend detects. No sync, no delay, no irrelevant emails.
What if I want to send a sequence — e.g. Day 1, Day 3, Day 7?
Scheduled sequences are not a native else.events feature. Your backend can fire events on a schedule (e.g. via a cron job that checks user state) and else.events handles the email from there.

Onboarding emails that respond to what users actually do

Event-driven, plan-aware, no contact list. Start with your welcome email.

  • Free during public beta
  • Plan-aware routing via rules
  • No contact list sync