Customer onbaording: an essential strategy for your business

Table of contents

Customer onboarding is a key stage in the user journey, particularly on e-commerce sites. It's a fluid, attractive process that not only convinces your visitors to sign up, but also improves loyalty and conversions. It requires a good mastery of emailing.

Well-designed customer onboarding has a direct impact on your conversion rates, customer retention and brand image. By integrating simple, personalized and optimized steps, you deliver a quality user experience that boosts your digital performance.

In this article, we look at best practices for creating an engaging, high-performance customer experience.

1. Simplify account creation

A complex account creation process can deter your visitors. Here are some strategies to simplify it:

  • Offer multiple log-in options: allow users to log in via third-party platforms such as Google or Facebook.
  • Limit mandatory fields: ask only for essential information (email, password).
  • Use live email validation solutions These tools instantly verify the email address entered, without requiring the user to leave the form to validate the email in their inbox. This feature offers several advantages:
    • It improves conversion rates by simplifying the customer journey.
    • It speeds up the onboarding process.
    • It guarantees that the email is valid, which is crucial for future actions, such as follow-up in the event of cart abandonment.
  • Intuitive design: use clear forms with visible labels and explicit error messages.
  • Mobile optimization: make sure the process works perfectly on all devices.

2. Personalize the welcome email

The welcome email is the first interaction with your customer. It needs to be memorable and engaging. Here are a few tips:

  • Include user's first name a personal touch to create an immediate bond.
    • E-commerce example: "Hello Marie! We're delighted to have you as one of our customers!"
    • Service example: "Hello Thomas, find out how to get the most out of your subscription with this guide."
  • Present your offer clearly Explain the benefits of your service or product.
    • E-commerce example: "To thank you for choosing us, we're offering you a 10% discount on your first order with promo code: BRAVO10."
    • Service example: "Your registration gives you access to exclusive tutorials and dedicated support."
  • A clear call to action Help users find their next step (product discovery, account set-up, etc.).
    • E-commerce example: "Discover our best sellers".
    • Service example: "Configure your profile in 3 easy steps".
  • Meticulous design Visuals: integrate visuals that are consistent with your brand identity.
    • E-commerce example: include an image of the most popular products.
    • Service example: a visual representing the interface of your tool or service.

3. Anticipate and reduce cart abandonment

Shopping cart abandonment is a major challenge for e-tailers. An effective follow-up strategy can significantly increase your conversions:

  • Send a quick reminder email: within 24 hours of abandonment.
  • Offer an incentive: special offer or free delivery to complete the order.
  • Add a sense of urgency: example "Your items are reserved for 48 hours only!"
  • Use attractive visuals: present abandoned products with quality photos.

Example of a shopping cart abandonment email:

Item Your favorite items are still available!

Mail body :

Hello [First name],
We've noticed that you've left a few items in your shopping cart. Good news: they're still available!

👉 [Product name 1]
👉 [Product name 2]

To encourage you to complete your order, take advantage of a [discount/special offer] valid only for the next 24 hours!

CTA: [Complete my order now]

Don't delay, these items are in high demand and could disappear quickly.

See you soon,
The [Name of your company] team

Tips for writing a successful shopping cart abandonment email :

  1. Personalization: Use the user's first name and mention the products left in the basket.
  2. Clear design: Include visuals of items to remind users what they've chosen.
  3. Convincing CTA (Call-to-Action): Use highly visible buttons with clear messages such as "Finalize my order".
  4. Urgency and incentive: Add a limited-time offer or a reminder of restricted availability.
  5. Progressive follow-up: Send a second email if the user has not responded within 48 hours.

4. Integrate automation and test onboarding

Automation and intelligent targeting make it possible to personalize and optimize the user experience while maximizing results. Here are some example scenarios:

  • First e-commerce purchase: After purchasing a product, send a thank-you email with recommendations based on the purchase made, and highlight complementary offers (e.g.: "Thank you for your order, Julie! You might like these complementary products: [related products]").
  • First service purchase: Following a subscription, an email detailing the next steps (service activation, user tutorials, support contact).
    For example: "Welcome to [Service name], Stéphane! Here's how to get the most out of your subscription: [link to tutorial or FAQ]."
  • Cart abandonment: In addition to standard reminder emails, segment according to the basket. For a basket with expensive items, offer payment in installments.
    For example: "Finalize your purchase in 3 free instalments. Your basket is waiting for you + visuals of items".


Use tools to automate these scenarios, schedule targeted mailings and analyze results using key KPIs such as open or click-through rates. Perform A/B tests to adjust your messages and maximize their impact.

Data Enso, for high-performance email campaigns

All these strategies rely on one fundamental element: the quality of your data. Invalid email addresses, duplicates or out-of-date information will wreck your efforts. This is where Data Enso comes in.

Our solutions, such as EnsoEmail for validating and enriching your databases or EnsoDedup for eliminating duplicates, enable you to work with accurate, up-to-date information. 

With us, you can concentrate on what's important: creating engaging campaigns and converting your prospects into customers.

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