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Email template

Onboarding step

Move new users through one setup task at a time.

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Subject
Connect your first data source

Preheader
Step 2 of 4 takes about five minutes.

Usage guidance

Make it fit the send.

  • Give each email one completion goal.
  • Show progress only when the sequence has a fixed length.
Variables

Data this template expects.

{{ctaLabel}}
Text shown on the primary action button.
{{ctaUrl}}
Destination for the primary action.
{{docsUrl}}
Link to the relevant setup documentation.
{{firstName}}
Recipient’s first name.
{{logoUrl}}
URL for the sender’s logo.
{{stepDescription}}
Instructions for the current onboarding step.
{{stepNumber}}
Current step number in the onboarding sequence.
{{stepTitle}}
Name of the current onboarding step.
{{stepTotal}}
Total number of onboarding steps.
{{workspace}}
Customer-visible workspace or account name.

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