Setup checklist#
- ☐ Identify the one action that defines activation.
- ☐ Send a welcome immediately with a single clear next step.
- ☐ Trigger nudges on inaction (no login in 3 days) and progress (completed setup).
- ☐ Exit users from the sequence once activated and move them to lifecycle mail.
Audit checklist#
- ☐ Confirm you are not: feature tours instead of outcome-focused guidance.
- ☐ Confirm you are not: time-based sequences that ignore what the user already did.
Ongoing monitoring#
- ☐ Weekly: review provider dashboards (Postmaster Tools, SNDS) and bounce logs
- ☐ Monthly: re-run the setup verification after any vendor or DNS change
- ☐ Quarterly: full audit against this checklist
Frequently asked questions#
How long should an onboarding email sequence be?
Cover the first 14 to 30 days with 5 to 8 messages, mostly triggered by behavior rather than fixed days.