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Plantillas de correo electrónico de onboarding para productos SaaS

El onboarding de los clientes es uno de los puntos de contacto más importantes para cualquier empresa de SaaS. Dar a tus clientes todas las herramientas, recursos y conocimientos que necesitan para tener éxito con tu producto o servicio es la mejor manera de garantizar que se queden y se conviertan en clientes a largo plazo. Muchas empresas, sin embargo, abandonan erróneamente sus esfuerzos de onboarding demasiado pronto (a menudo después de enviar un único correo electrónico de bienvenida). Aunque los correos electrónicos de bienvenida pueden causar una gran primera impresión, no garantizan el éxito del cliente ni lo retienen.

Plantilla de correo electrónico de incorporación de Saas LiveAgent
Correo electrónico de incorporación de SaaS de LiveAgent

Desarrollar e implementar correos electrónicos de incorporación bien pensados ​​dará como resultado un mayor compromiso, una mejor experiencia del cliente, mayores tasas de retención, un mejor valor de por vida del cliente y mayores ingresos. De hecho, se sabe que, en promedio, enviar varios correos electrónicos de incorporación genera 51% más de ingresos más que un correo electrónico de bienvenida.

Una secuencia eficaz de correos electrónicos de onboarding de SaaS debe incluir una serie de mails que proporcionen a los nuevos clientes una variedad de información útil: tutoriales, guías en vídeo, consejos de uso del producto, mejores prácticas, estudios de casos, o cualquier otra cosa que pueda educar a los clientes y ayudarles a obtener el máximo valor de tu producto o servicio. A continuación encontrarás 8 plantillas de correos electrónicos de onboarding de productos que puedes utilizar en tu propia serie de correos electrónicos de onboarding de clientes que van más allá de la simple bienvenida a tus nuevos clientes.

Líneas de asunto del correo electrónico de onboarding de productos

  • Comencemos con [Producto]
  • Cómo empezar [beneficio] con [Producto]
  • Consejos profesionales para dar el siguiente paso con [Producto]
  • Tres consejos rápidos que te ayudarán a empezar a utilizar [Producto]
  • Aprovecha al máximo [Producto / servicio]
  • Cómo usar [Producto] para [alcanzar un objetivo específico]
  • Las cinco cosas principales que debes saber sobre [Producto]
  • [Nombre], ¡pongámonos en movimiento!
  • El 99% de nuestros clientes no pueden vivir sin esto.
  • Consigue lo máximo de [Producto]: ¡ebook gratuito dentro!
  • Introducción a [Producto]: formación en directo gratuita
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8 plantillas de correo electrónico de onboarding de productos

Compartir recursos útiles

Hi [Name],

Hopefully, you’ve had a chance to [complete setting up your account/ navigate around, etc.].

Over the next couple of weeks, we’ll be sending you a few more emails to help you get the most out of [Product/ service]. We’ll be sharing helpful tips, checking in with you, and showing you how some of our customers use [Product/ service] to [achieve specific goals].
For now, here are our best resources that might help you get started:
Step-by-Step [Product/ service] Guide
Knowledge Base & Video Tutorials
Frequently Asked Questions
Community Forum

If you have any questions, problems, or concerns – please feel free to reach out and ask before getting frustrated.


Empezar a usar el producto / servicio

Hi [Name],

We built [Product/ service] to help businesses [overcome certain pain points/ reach specific goals] and I hope that we can achieve that for you.

Here are some of the most important first steps I recommend taking to get started with [Product/ service]:

Step 1: [details]
Step 2: [details]
Step 3: [details]
Step 4: [details]

We also put together a short video for you to learn the ins and outs of [Product/ service]. You can check it out here: The Complete [Product/ service] Guide (in less than 10 minutes)

If you have any questions or hit any bumps in the road, please reply to this email, start a chat with our support team or visit our Help Center – we’re here for you 24/7.


El correo electrónico “Consejos profesionales”

Hi [Name],

Glad to see that you’re up and running with [Product/ service]!

In the next few emails, I’ll be sending you some tips to help you leverage the power of [Product/ service]. [Using top features, setting up automation, managing third-party integrations, etc.] – I’ll walk you through all that and more. Keep an eye on your inbox so you don’t miss a thing!

To get started, here’s a quick heads up on the three things that will save you a bunch of time in the long run:

Pro Tip 1: [details]
Pro Tip 2: [details]
Pro Tip 3: [details]

P.S. In the next email I’m going to show you how to [use a certain feature to reach a specific goal].

If you ever have any questions, I’m here to help – just hit reply.

Until next time,

El correo electrónico “Reserva una demostración”

Hi [Name],

As a new user, you’re now able to [use advanced product features to reach specific goals].

I want to help you get started by offering you a free one on one walkthrough of [Product/ service].

People in the past have found these sessions to prove both useful and helpful in highlighting the key features of [Product/ service] and also managed to gain some tips and tricks along the way. These walkthroughs usually last between 20-30 minutes, with plenty of time for questions.

To book an appointment, please click here and choose the most suitable time for you. Alternatively, let me know what time works for you.

Once again, thank you for choosing [Product/ service].

El correo electrónico “Cómo lo hacen los demás”

Hi [Name],

Many people using [Product/service] for the first time are overwhelmed by its potential, but they aren’t immediately sure of how it can help them [achieve specific goals].

That’s why today I want to share a quick video that tells the story of [Other customer’s name], [Job role] at [Company]. He shares a behind-the-scenes look at exactly how he uses [Product/ service] to [reach desired goals].

I think it’ll give you some cool ideas for how you can get the most out of your new [Product/ service].

Watch the Video Here

Hopefully, you‘ve been rocking it with [Product/ service] so far. And who knows, maybe you’ll be our next success story!


El correo electrónico “Lee nuestro libro electrónico gratuito”

Hi [Name],

Have you ever downloaded a free eBook?

Of course, you have! Who hasn’t? But have you ever actually read an eBook that you downloaded?
If you’re like most busy [marketers/ salespeople/ business owners, etc.], the answer is a resounding no! Why? Because most eBooks are too long, too boring, and offer little if any value.

Fortunately, our eBooks are not like that. Today I’d like to share with you one of the most popular resources we’ve ever put out: [Name of the eBook].

It’s packed with actionable tips and tricks for getting the most out of your [marketing/ sales, etc.] strategies that you can apply today. The best part? We’ve written it so you can easily read it on your lunch break and take action immediately after returning to your desk.

Download Your Free eBook Now


Correo electrónico de invitación al seminario web

Hi [Name],

[Product] is the [engine/ platform/ tool] that helps you [listing key benefits of your product or service]. We’re also here to provide tons of great resources to set you up for success, starting now.

Join us for a webinar, “Getting Started with [Product]”. A Customer Success Coach will guide you through [Product] to ensure you get the most value, as soon as possible.

Register Now

We also have a variety of [lessons/ tutorials/ guides] to teach you how to use [Product’s features] at your own pace and can be viewed at any time.


Correo electrónico de invitación a formación en vivo

Hey [Name],

If you’re like most [marketers/ sales managers/ e-tailers, etc.], you’re focused on [performing specific actions to reach specific goals]. The truth is, it isn’t easy, and it isn’t always quick. But it is possible when you have the right strategies in place.

Today I want to tell you about a free live training I’m hosting:

Link to a Free Live Training Registration

In it, I’ll discuss how some of our customers like [Customer 1, Customer 2, and Customer 3] are using [Product/ service] to [achieve specific goals]. You’ll gain insights and actionable practices from industry leaders that you can put into action right away.

I would LOVE for you to attend. Even if you can’t join live, register now and I’ll send you the recorded webcast that you can watch at your convenience.


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Frequently asked questions

¿El SaaS es un producto o un servicio?

SaaS son las siglas de Software como Servicio. SaaS es un producto de software que se entrega a través de Internet. El proveedor de SaaS aloja la aplicación en sus servidores.

¿Cuál es la longitud ideal del correo electrónico de onboarding del producto SaaS?

Los correos electrónicos de onboarding de SaaS más exitosos tienen entre 6 y 12 frases.

¿Cuáles son algunos ejemplos de SaaS?

Algunos ejemplos de SaaS son Mailchimp, Slack, LiveAgent y Salesforce.

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