Email template
Open in the editor 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.
Make it fit the send.
- Give each email one completion goal.
- Show progress only when the sequence has a fixed length.
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.