“Hello. My name is Inigo Montoya. You killed my father. Prepare to die.” You might not realize it, but this famous quote from the Spanish swordsman in The Princess Bride has all the ingredients you need to make great welcome emails.

• Hello — the Greeting
  
• My name is Inigo Montoya. You killed my father. — Who you are: a name and identifying information that provides the context (what you do, your interests, cares, and concerns) required to make a connection
• Prepare to die. — What comes next.

Let’s examine the 3 elements of the welcome email, go through some ideas for what to say, and see how to tie it all together (without threats of revenge).

1. The Greeting (and gratitude)

The greeting is quick moment simply to say “hi” and “thanks.” This is the one spot governed by convention, so don’t think too hard about the basic social act of acknowledging other human beings — “hello” or “welcome” will do just fine. Follow through with an indication of happiness or gratitude that someone expressed enough interest to grant you entrance into their inbox.

• Hi, nice/great/lovely to meet you, welcome, hey
• We’re happy, glad, excited, thrilled, delighted that you joined our app!
• Thanks for subscribing/signing up for our list!

Gain your advantage by breaking away from the generic. Add some specificity. Personalize using first names and other relevant details — and make the reader feel special or part of something larger than themselves.

• Thanks for joining our newsletter community of thousands of people who love email!
• It’s exciting that you’re one step closer to mastering how to play the ukulele!

2. Who are you (and why is that important)?

Now this is your big chance to stand out. Anyone can say “welcome” and “thank you.” It’s who you are and why you exist that makes you distinctive. Strangely, this is the one element that’s most often missing in welcome emails, making them feel as if they could have come from anybody. Organizations overlook this step or just assume you’ll remember who they are. What makes you worthy for people to trust and connect? What do you do, why are you here, and why should the reader care? Here are a few snippets I pulled from real welcome emails:

• what you do


GetFeedback makes it easy to create mobile-ready surveys.

• share your origin story

We started Karma with one simple idea: everyone should be able to get online, everywhere they go.

• specify your mission


We’re on a mission to make your working life simpler, more pleasant and more productive. [Slack]

• show people better versions of themselves

You just joined thousands of people who take control of their work and save valuable time using automation. [Zapier]

• how it works


Watch a video to quickly learn how to make the most of your Inbox.” [Google Inbox]

Timeful’s email verification message hits many of these points elegantly:

3. What’s next?

The final component of the welcome email is to build trust by setting up expectations and move readers towards your goals with clarity around what to do next. What’s going to happen after this welcome conversation?

• Newsletter welcomes often describe what type of content and frequency to expect.
• Grubhub’s welcome email explains that subscribers will get discounts, prizes, and restaurant recommendations.
• Blue Apron explains: “each week, we promise to bring you the best, fresh ingredients along with new and imaginative recipes to enjoy.”
• Asana notifies you of 2 more emails to follow in its welcome series: “Welcome to Asana! This is the first of three emails we’ll send over in the next week to help you transition from email to Asana.”

Then, be clear about what you want readers to do next. Often this is framed as how to get started, the best suggestion for success, or ensuring you get the most out of the service or product. Some common goals for your call to action:

• download or install something like an app, browser extension, or code snippet
• watch a walkthrough video
• perform a task, like create your first project, fill out a profile, or set preferences
• reply to the email or set up a phone call
• make your first purchase (using this incentivizing discount coupon!)

Are there multiple tasks that will help someone get started or activated? Split up your welcome emails into a drip series. Getting the most out of an app or site doesn’t mean you have to stuff all that most-ness into one email Finally, inform your new signups that they’re in good hands if they need help with any questions or concerns that come up. Be clear about how to get in touch, whether that’s a support site, email, or phone number.

• If you require assistance, have a question, or would like to suggest new features, please visit Todoist Support at https://todoist.com/Support. We’re happy to help you anytime!
• We’re here to help. If you have any questions about getting started, setting up your first automation, or saving time with Zapier, just reply to this email. Our friendly support staff will point you in the right direction, free of charge.
• We would love to get your feedback and learn about how we can help you to best manage the web apps you work with every day. Just reply to this email anytime. [Meldium]

4. Tying it all together

Editing is especially important for your welcome emails. You don’t have much of a window to make a great first impression. Your message should be clear, concise, and distinctive. Do a final check to make sure every sentence and image serves a purpose by asking whether it meets any of these goals:

• earning trust
• building towards a particular action
• showing personal context

Now let’s see how some companies combine all the elements of the Princess Bride welcome formula:

Gilt

Gilt‘s welcome email is straightforward, quickly setting expectations of how its emails and sales work and getting you to browse and shop right away.

• Greeting: Welcome to Gilt! We’re thrilled to have you as a member.
• Who you are: Learn how to shop like a pro…Then get ready to score some amazing deals from hundreds of top designers and brands. We don’t want you to miss a thing…
• What comes next: be on the lookout for our daily emails — most sales start at noon ET every day. SHOP NOW.

Buffer

Buffer is a tool that helps you share social media content. Here’s the welcome email sent by CEO Joel and the team. first part of Buffer’s welcome email A huge part of Buffer’s company identity is its emphasis on amazing customer service and personal touch — and you can tell by the way that priority is woven throughout this entire welcome email: Every single one of us is here for you … drop us a line anytime. The whole postscript is devoted to explaining that the whole team participates in support around the clock and sets up the high and valuable expectation that you’ll hear back within hours if you reach out. second part of Buffer’s welcome email

Farmigo

Farmigo is an online farmers’ market that delivers locally grown and produced food directly to your community. It’s all about the farm-to-neighborhood connection. Greeting: Dear Janet, Thanks for joining Farmigo! Clearly you’re someone who loves delicious, fresh-from-the-farm food, and we’re happy to offer you a new way to get it. The greeting here does a great job of making me feel part of the local food movement, enriching my sense of self-identity — which starts creating emotional affinity for a company I’ve just met. Here the what comes next is brought to the forefront. The service involves a fair amount of logistics so the email makes clear what I have to do to get my first (incentivized!) order delivered and where to pick it up. Who you are: Finally, the last part of the email explains Farmigo’s origin story, mission, and values all while connecting to a certain community of people and tapping into powerful emotions like excitement, inspiration, and pride.

Shoeboxed

Shoeboxed is a tool for scanning, organizing, and keeping track of receipts and expenses for reports and taxes. Unlike Farmigo, Shoeboxed’s welcome email is extremely succinct but it includes all the necessary elements.

• Personalized Greeting: Welcome to Shoeboxed, Violet!
• Who you are: This part might have used some beefing up, but you get an idea of what Shoeboxed does because they encourage you to submit receipts.
• What comes next: The best way to get started is to download the mobile app or launch the web app.

---

Don’t make your welcome email sound like an impersonal, automatic form letter. Otherwise, you’re wasting an opportunity to continue making your pitch to a willing audience and saying something to be remembered by. Submit your welcome email(s) to janet[at]customer[dot]io for a free, friendly critique! Liked this post? Check out 5 Keys to Welcome Emails that Make Rewarding First Impressions or 5 Valuable Templates to Optimize Your Welcome Emails.