Uber uses their welcome email to explain how their app works with simple app illustrations and concise, focused copy: As simple as that, you can go places in just seconds! Are you free for a quick call? Meetings, sessions, and appointments become more efficient ways to achieve success and accomplish goals. Or make a few new friends. I find the first few hours of the day the best, before I get caught up in other things and the cold calls feel like a burden or distraction. Like they were a cog in the wheel, not an actual human that I was excited to talk to. No matter how you share your Calendly link, youll get a better response with a message that focuses on your recipient first. They have decided to focus on features. Ill show you how I fixed this problem of people hating my calendar link in two steps: Then Ill show you exactly how Ive used Calendly to meet hundreds of new and interesting people for work. The others are showcasing the product and, most importantly, educating users on the problem.A stellar user onboarding flow recognizes that some users are fully aware of the problem they want your product to solve, and some users arent. Your 15% OFF code is inside. Considering the simplicity of this email, its clear it was made to do one thing get me back to Jira. I love this Nick, thanks so much for compiling such thoughtful advice! Im a little bit surprised Luis is able to schedule any calls with that call to action. I would send the checklist email immediately after signup and slow down with the aggressive asks. Hooray for more thoughtful calendar invites!! Join this webinar to learn how to get started with help directly from the experts! With a catchy subject line, the Typeform welcome message definitely stands out from the rest. I think this is courteous. Were here to help! while naming their target market, at the same time. Name: Feel free to add your role or company to your name, like "Lisa from Calendly." Welcome message: Your message will show on your booking page above all your event types so make sure it's informative and broad enough to apply to all events. Including relevant information and next steps in the P.s. This reminder message makes the most impact. I appreciate how they allude to the costly mistakes one could end up making if theyre not using Litmus: Litmus is the easiest way to build and test email so that you can be confident its free of costly errors and ready to send to your subscribers. FullStory, a live session recording tool, takes a more intimate approach with their sales-touch welcome email. Kalo is co-founder and CMO at Encharge. Instead, theyre asking you to verify your email to start using their software. In this Calendar guide, we provide a comprehensive description of the calendar tool known as Calendly. A few of these examples may come from emails, but you can take the same idea and apply it to your popups, push notifications, and any other automated marketing campaign you want. Hi Noah, Id love to chat more about that. This email is on the text-heavy side, and also lacks a clear CTA. Schedule your availability within limited windows. Choose which method you want to use to remind the invitee and when that reminder notification will be sent. Select Add to Website. You might be worried that someone will call you randomly now that they have your number. It is a great way to break out of the mold for an otherwise routine and automated system message. Subject line: Your ActiveCampaign Account Thanks! You might be surprised that most people will still use your Calendly link to schedule time. They are in control. Heres a cheat sheet that will help you craft a welcome email that converts subscribers into customers: I hope this post gave you enough inspiration to create the perfect welcome email and improve communication with your customers! For example, here are a few custom replies that Ive sent after someone has used my calendar link to book a call: Be sure the person knows that YOU will call THEM! Its all tied to your Event Type link! Here are a few more message templates hand-picked for some of the most common meeting types: Thank you for your interest in (insert your product, solution, service). The browser extension also embeds Calendly directly in Gmail. Engineer Farewell Letter: 28 templates Insurance Broker Cover Letter Example: 6 Templates Specialist Farewell Letter: 25 templates Insurance Termination Letter: 4 Templates and Emails Analyst Farewell Letter: 20 Templates Designer Farewell Letter: 20 Templates Insurance Agent Cover Letter: 4 Templates Rahul Panchal Marketing | Branding | Blogging. Hi, [name] We're elated to have you onboard of our community. I, also, like their CTA to Explore the tool, which is a fresh take on the Get started/Go to product button. Then there is no ambiguity. Heres my scheduling link so we can find a time to meet during office hours and avoid the back and forth. Welcome messages or welcome emails are usually defined as the first form of communication with your audience and are used for greeting, onboarding, or to let people know how to get in touch with you. Thanks to Fru Pinter for all the illustrations. Heres how to get started. Jira, a project management tool for software development, are relying on the ubiquitous back to app button to, well, get users back to the tool. I like 15 minute calls. Then I include my Calendly link at the end. Also, I could argue that the welcome message is not the best place to talk about Email Preference Settings. See the articles below to help you get started with the Calendly API for specific use cases you may have. ClickUp is the fastest growing project management platform, Our core focus is releasing improvements every week, Were so different. then they go to highlight some of their unique features and prompt users to click to see what makes ClickUp unique. If Im proposing a call, I lead with a few open times. When should I share my scheduling links and how? I mean, guys, you already know my name, put those liquid tags to good use! Subject line: Welcome to AVI-8! Thanks for scheduling this call looking forward to talking party book stuff etc tomorrow afternoon Nick, Thanks for booking w/my calendar link, Britton! My welcome message looks like this now: Blair Russellsent me a bunch of great Calendly advice for busy people: They are authentic and real and raw in a way that emails and text messages cant be. Grow your MRR with marketing automation for SaaS. This email with a minimalistic design almost works as an in-app onboarding tour. For a few weeks, I tried a test on people that I had never talked to before. The main goal of the welcome email is to remind people of your products value and nudge them in taking the next step. This is your main Calendly link at the top of your dashboard, which presents a list of all of your available Event Types. One could argue that providing so many links could distract users from taking the next step, or even put them in paralysis by analysis. When you leave your email, watch brand AVI-8 greets us with striking product photography and a 15% off discount code what do you want more? Say goodbye to the four or more back-and-forth emails needed to get a meeting. Im Nick Gray. I think you're the only person I know that loves phone calls (as in, actual cell phone calls). With a prominent button color and a clear focus on their email-sending features, ActiveCampaign does a great job in nudging people to start sending emails with their platform. If this is your first call with someone, or if they are very busy, consider shorter call times. 5. Our interface and beautiful visuals that help their brand recognition, this welcome is a spot on. It starts with a brief description of their service they dont assume people know how Instacart works just because they left their email. Kalo helps entrepreneurs and marketers grow their businesses with no-nonsense marketing automation and effective emails. Manually exclude "busy time," setting availability intervals in Calendly event type. Dont hide your phone number behind the calendar invitation. For example, exclude 3:00-4:00pm by only adding 9:00am-3:00pm and 4 . Submit your email, and once a month we'll send you our best time-saving articles, videos and other resources. Popular booking site Booking.com goes straight to the point with a subject line that emphasizes discounts and offers. Upload your 440220 pixels logo under Account Account Settings Branding. Single use links are your friends when youre not sure yet if you want that person to have access to your calendar all the time. Sign up here and see why over 10,000 people love it. Both make you look good. Get meetings scheduled right away, without any work. Heres my scheduling link so we can avoid the back and forth andyou can book a call at your convenience. If you don't, go ahead and sign up for free! Then I include my Calendly link at the end. I would make a few tweaks to Louis email: Nothing super fancy in the welcome email of the popular Kanban tool Trello. They almost always use my Calendly link. What Is a Welcome Message (and Why Should You Put Emphasis On It)? For example, if you need to recruit people for a 30-minute interview you would set up a '30-minute interview' event. GatherContent is a content creation, workflow, and collaboration platform. Keep your lines short, with generous vertical spacing. Ive found that most people (perhaps 70%) will use the Calendly link. You'll get exclusive life hacks, business research, top tech gadgets, and see new productivity tips. Encharge is the best of both worlds a marketing automation platform built specifically for startups and digital businesses. While their main purpose may differ, welcome messages are vital to your audience. "We welcome you online student to our association and provide you the new curriculum details for your best studies. The welcome message or a welcome email is the first email you send to your new subscribers or trials when they signup for your product, newsletter, or download a lead magnet on your website. Its common for eCommerce brands to bribe prospects for their email by offering a discount code. In the next installment, we will install a workflow into your account.. Track page visits and form submissions on your website in real-time. This is my favorite welcome email from the list we have thus-far! We only hire people we believe will make a difference here, and we're proud to count you among that number. There are a few automated messages that Calendly sends after someone books a call. Build advanced marketing automation flows for your clients and grow your agency faster than ever before. The personal approach is great, but this welcome email fails pretty much everywhere else: Joseph, if youre reading this, please reach out to me Id be happy to rewrite your onboarding emails, free of charge. Be upfront and forward about how to reach you. Every single person picked the 15 minute call. Use illustrations in your email, only when they provide contextual value. Put a weekly Calendly update on your to do list. This allows you to share different availability as well as locations, durations, etc. And if they do, well, welcome to the big city. Locate the event type card you would like to embed, and select Share. To access and use Calendly data, you'll need to authenticate with the Calendly API to retrieve your personal access token or OAuth token. If this is your first call with someone, or if they are very busy, consider shorter call times. What do you do to make Calendly or your calls better? Get your flows built for as low as $350/month. I say Pick a time thats convenient for you. Its another way to demonstrate that Im giving them a choice to pick a time that works well for them. 45 Effective Welcome Message Examples Analyzed Kalo Yankulov Similarly to how movies attract viewers, if you fail to hook your email subscribers in the first 10 minutes of your email communication, you're through. I never send a direct calendar link in these two situations: Why? Use These Calendly Messages and Descriptions to Make Your Meetings More Friendly Nick Gray Founder of Museum Hack and Best-Selling Author Published Mar 24, 2022 + Follow I used to really make. Make your Calendly look more friendly by using a nice photo of yourself. I personally find brands like this very likable, and I'm more inclined to do business with them. Choose an Entry Point. Subject line: Your inbox just got better! Click here (insert scheduling link) to see my availability so we can avoid the back and forth of finding a time to meet. But you can be less cautious, or less over-the-top with courtesy, for your inbound requests. Illustrate the success journey with your product. As email marketing expert Val Geisler says: The important thing to remember is that your new customer is not yet quite convinced that they truly need your product. You sent the calendar link, so you should do the work to call them. Embedding Calendly on your site January 28, 2022 How to add your event type to your website From your Home page, visit the Event Types tab. What do you do to make Calendly or your calls better? I love the way Typeform takes into consideration the buyers journey, and segments users based on their choice: When you combine the smart segmentation with their witty copy Your personality. In their welcome email, we can also notice the bottom navigation, which helps us explore their most product categories: New in, Shoes, Clothing, etc. I bet this email gets a click-through rate! Anniversary Birthday Boyfriend Christmas Congratulation Engagement Farewell Friendship Funny Girlfriend Get Well Soon Good Morning Good Night Graduation Invitation Job Love Miss You Romantic Retirement Special Days Thank You Wedding All Messages All Wishes 100+ Welcome Messages - Short Warm Welcome Wishes My only pet peeve with this email is the bland Learn more CTA that doesnt resonate with the funny brand or imply any added benefit. Using the Calendly variables, my settings are here: In the same section, you can edit the email reminder that is sent. You can find this setting to edit your Welcome message in Account Account settings Profile. This will enable the easiest access for those you want to schedule with and can give you an increase in your meeting volume. In the masthead, users are enticed to Reveal deals! as Booking.com boasts thousands of discounted properties. Click copy link in the Event Type you want to share, and youre ready to go! A note about 15 minutes:Yes, it can oftentimes be too short. It leads to a drastic drop-off of users at a very fragile stage of your sales funnel before people have tried your tool. For example, you can ask people to verify their emails before they activate the service, connect an integration, invite a team member, etc. Im excited to learn more about your background and experience and discuss the (position) with (organization). Here are three easy changes you can make to your Calendly settings to make it feel more friendly. And finishes by asking users to leave a review of the tool (in the welcome email, really?). You can edit these two messages to add a touch of personality and class. At the end of the email, Wix encourages users to explore example websites, helping them visualize success with the tool. Beautiful illustrations of the app bring more context to the features: Company Goals, Event Planning, Product Launch templates. Ive got this for users that are happy to explore Typeform without help. To grab the link, simply navigate to your Event Types page and click copy link on the event type that you want to share. You can use a form that has filter logic to only deliver your Calendly link to those who are qualified to meet with you. That few minutes will save you a ton of time scheduling and rescheduling around vacations and days off. Click the Calendly icon in your message toolbar to insert a scheduling link or embed available times in your email. This message gets sent to you, too. Probably a lot less than you would like. Looking forward to chatting on Friday about your new role Nick, State it in your signup flow as part of the Event Description: Ill call you!. Asana, the project management platform, has 2 different welcome emails: The welcome email for trial users doesnt assume you know whats the next step. Teepublics welcome email is a vibrant, colorful mishmash of funky t-shirts and cups. My friend and colleague Christopher Gittings took me up on that, by calling my number randomly around July or Aug 2020, and I've been a customer of his company ever since. Here are time-tested message templates that perfectly position the value of scheduling with Calendly. Grocery delivery platform Instacart keeps things simple. I gave everyone the option in booking either a 10 minute call with me or a 15 minute call. This is no surprise the video does a great job of showing different use cases for the product as well as real product demonstrations. I have a monthly newsletter that I send to my friends. Nothing fancy, but not bad for a welcome email. This is another email verification email, but theres a little bit more to it. Custom printing shop MOO welcomes us with a gorgeous photo that has a balloon, bread, slippers and a cock in it! Welcome Message Lessons From Onboarding Experts. Wistia uses a poem-like message to introduce us to their side product Soapbox and their library of resources for the ones that are curious to learn more. Calendly sets it so the reply-to address is the person who booked the call. Rather than pushing you to try a book summary, they ask you to join their Facebook group. Use our best practices for sharing your Calendly link to schedule the meetings that matter while impressing your invitees at the same time its a win-win, really. In the examples below, we've put together pieces from successful companies to solve the welcome message optimization puzzle. Do not be cynical with your welcome email expecting people to know what your product does and what problems it solves. Both make you look good. Once you have a rapport going with someone, you can capitalize on their engagement by suggesting a meeting. (By the way, do you notice the repeating pattern of the Welcome to [Product] subject line?). Clickable numbers: Calendly makes it a little hard to click on the persons phone number in Google Calendar on iOS, as they set their phone number as the meeting location. Thank you for sharing! Take these samples as a foundation and give them a slight twist. Here are some options message, Including my phone number in my Calendly welcome message, Including my phone number in my email signature, Including my phone number in the Calendly confirmation message and calendar invite, Woot!! Use the welcome message as an opportunity to remind trials of the results they can get with your SaaS. First, the email is sent from Joel, one of the co-founders of Buffer, which automatically turns an annoying transactional email into a more personal one. Subject line: Congratulations, your Deputy account is now active! Watch their product tour videos in case you want to learn more about Intercom. It is a great way to break out of the mold for an otherwise routine and automated system message. FOR EXTREMELY BUSY PEOPLE:Meetings run late. Quill Forms is a new revolution for WordPress forms and surveys that focuses on building a better user experience. It doesnt provide any educational information. Unexpected childcare duties pop up. Complete your sleep set. Here are three easy changes you can make to your Calendly settings to make it feel more friendly. Subject line: Welcome to B&N Discover Whats In Store (and Online) for You. Save yourself from that pain and use Calendly or another scheduling app instead. Towards the end of the welcome email, theyre also preparing us for their future emails. No credit card required. A memo to whitelist their email address to make sure we dont miss any news (I dont know if people are that tempted about news, but they sure dont want to miss discounts!). Reply with positive emotion to the confirmation email, Cold outreach (when Im the one reaching out), Asking for a favor (when Im the one asking for the favor), Including my phone number in my When is good for you? Do not expect people to know what your product does and what problems it solves explain it in your welcome email. Do not sacrifice value giving for pragmatism in your welcome message. So you can mitigate replay attacks, Calendly utilizes a timestamp in the Calendly-Webhook-Signature header, prefixed by t=, that you can use to reject the webhook if the timestamp in the signature header is too old based on the tolerance zone.. Asking someone to upgrade their account in the welcome email is like asking someone to marry you on the first date. Well, if that doesnt convert you, I dont know what could, Subject line: Hooray! . Thank you to my friends for edits and suggestions: Zachary Cohn, Blair Russell, Zach Ware, Joshua Dance, Sara Sodine Parr, Joel Runyon, Douglas Widick, Katelyn Donnelly, and more.
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