Why you should write a welcome email

Sending a warm welcome email to new customers is a crucial step in building strong relationships and setting the stage for long-term success. A thoughtful, well-crafted welcome email not only expresses your gratitude for their business but also helps customers feel valued and excited about their decision to choose your company.

Writing a welcome email serves several key purposes:

• Make a positive first impression. A friendly, personalized welcome email sets the tone for your relationship with the customer. It shows that you value their business and are committed to providing an excellent experience from the very beginning.
• Provide important information. Your welcome email is an opportunity to share essential details like account login instructions, product guides, or support resources. This helps customers get started with your product or service smoothly.
• Set expectations. Clearly communicate what customers can expect from your company in terms of communication, support, and ongoing value. This helps build trust and prevents misunderstandings down the line.
• Encourage engagement. Include a call-to-action in your welcome email, inviting customers to explore your product, join your community, or provide feedback. This keeps them engaged and invested in your brand.
• Lay the foundation for loyalty. A great welcome email makes customers feel appreciated and sets the stage for a positive, long-lasting relationship. It's the first step in turning new customers into loyal brand advocates.

By taking the time to craft a thoughtful, informative welcome email, you can start your customer relationships off on the right foot and increase the likelihood of long-term success.

Writing a welcome email is easy with Type, the AI-powered document editor that helps you write smarter.

How to write a welcome email

When writing a welcome email, start by expressing your genuine appreciation for the customer's business. Use a warm, friendly tone that reflects your brand's personality.

Next, provide any essential information the customer needs to get started, such as login credentials, product guides, or support resources. Make it easy for them to take the next steps and start using your product or service.

Set expectations for what the customer can expect from your company going forward. This could include details about your communication cadence, support availability, or upcoming product updates.

Finally, include a clear call-to-action that encourages the customer to engage with your brand. This could be an invitation to explore your product, join your community, or provide feedback.

You could also use Type and our library filled with dozens of expert-curated templates to choose from, like this sample welcome email.

How to use this template

Here's how to go from our general template to a polished welcome email in just a few clicks.

1. Open up Type, click "New Document," and select the "Welcome Email" template from the gallery.
2. Under "knowledge sources," you can include a link to your product documentation or any other relevant background information. This will give the writing AI more context to work with.
3. Hit "Generate," and watch as Type's writing AI creates a custom welcome email for you in seconds.
4. Refine the email with our Rewrite brushes. You can adjust the tone, shorten the text, enhance readability, and more.
5. Add your own personal touches with specific details about your product and brand voice. If you need some ideas, brainstorm with Type Chat, a chatbot that lives right next to your document.
6. When you're done, ask Type to review your work for any grammar or spelling mistakes. A polished, error-free email will help your company look professional and credible.
7. Export your completed welcome email from Type and load it into your email marketing platform. It's ready to send to your new customers!

Best practices and tips for success

Before you start writing, gather all the necessary information your customer will need. Some key details to include:

• Login credentials or account setup instructions
• Links to product guides, tutorials, or FAQs
• Contact information for your support team
• Details about what to expect in their first days as a customer
• A special offer or piece of content exclusively for new customers

Personalize the email: Use merge tags to dynamically insert the customer's name or company. This small touch makes the email feel warmer and more human.

Keep it concise: Welcome emails should be friendly but focused. Stick to the most important information and save other details for future communications.

Reflect your brand voice: Your welcome email should sound like it came from a human, not a faceless corporation. Write in a tone that aligns with your brand's personality.

Make it skimmable: Use short paragraphs, bullet points, and bold text to make your email easy to scan. Customers should be able to quickly find the information they need.

Test and optimize: A/B test different subject lines, calls-to-action, and body copy to see what resonates best with your audience. Continuously refine your welcome email over time based on customer engagement and feedback.

How to access this template

Getting started with this welcome email template is easy. Just log into your Type account and open a new document.

Once you're in the document editor, select the "Generate" button to open the "Generate Draft" menu. Tap "Use template →" to open the template menu, where you can choose "Welcome Email" from the options.

Your turn

A great welcome email is your opportunity to start your customer relationships off on a positive note. Let Type and our proven template help you craft warm, informative welcome emails in a fraction of the time.

Try Type out and see how easy it is to create engaging, on-brand welcome emails that set your new customers up for long-term success.