Welcome email template: one plain email from the founder
The best welcome email for a software product is short, comes from a person and asks for one thing. Here is the template, the merge tags it uses and the follow-up that goes with it. Copy it, or paste it into your agent.
The template
This is the welcome email for Acme, a made-up product whose setup step is connecting a project. It comes from Maya, who built it. Change the product, the name and the setup step to yours.
Welcome, {{ first_name | there }}
From Maya at Acme
Hi {{ first_name | there }},
Thanks for trying Acme. I’m Maya, I built it, and this address reaches me.
The fastest way in is to connect your first project. It takes about two minutes.
If something gets in the way, hit reply and tell me. I read every one.
Maya
Here is the same email as plain text, with the merge tags as Sendocado writes them. Paste it into the app or give it to your agent.
Subject: Welcome, {{ first_name | there }}
Hi {{ first_name | there }},
Thanks for trying Acme. I’m Maya, I built it, and this address reaches me.
The fastest way in is to connect your first project. It takes about two minutes.
If something gets in the way, hit reply and tell me. I read every one.
MayaWhy it is plain text from a person
- It reads like a note from a person, so people answer it the way they answer a note.
- It needs no design. You write the words, and Sendocado puts them in a simple, readable layout with a plain-text version.
- A reply lands in your Replies inbox in Sendocado, tied to the email it answers. When the campaign stops on reply, the reply also takes the contact out of the campaign. A new campaign in the app stops on reply, and you can turn that off.
The five parts
- The subject, with the first name.
Welcome, {{ first_name | there }}works for any product. - One line of thanks. Thank them for trying your product, and say who you are.
- The one setup step, with its link. Name the one action that makes your product useful, and link to the page where they do it.
- The question to reply to. Ask them to reply when something gets in the way, and say that you read the replies.
- The sign-off, with a first name. Sign with your own first name, so the email comes from a person.
Merge tags and the fallback
{{ first_name | there }} puts in the contact’s first name. When the contact has no first name, the word after the bar, “there”, goes in its place. A tag with no value and no fallback becomes empty.
The other contact tags are {{ last_name }}, {{ email }} and {{ attributes.<key> }}, such as {{ attributes.plan }}. Each one takes a fallback the same way. The email content docs list them all.
Preview text is the line an inbox shows after the subject, up to 300 characters. It is optional, and you can leave it empty.
When it goes out
The welcome email is the first email in the campaign, with a delay of 0 days. A live campaign sends it within about 2 minutes of your app adding the contact. If the campaign has a send window, the email waits for the window to open.
It goes to contacts with the tag trial and without the tag activated.
The onboarding email guide has the follow-up on day 3, and the rule that stops the emails.
A test send first
Send the email to yourself before anyone else gets it. In the app, open the email in the campaign and choose “Send a test”. Type your address, then choose a contact to fill in the merge tags, or no one to see the fallbacks.
Your agent does the same with the send_test_email tool. A test email is never tracked.
Set it up with your agent
In Claude Code, run this command, then type /mcp and choose Sendocado to sign in. Other clients are on the agents page.
claude mcp add --transport http sendocado https://sendocado.com/api/mcpSet up a welcome email in Sendocado for contacts tagged trial, from me. Use this template: [paste it]. Ask me for the one setup step and its link. Send me a test, show me the audience, and set it live only after I say yes.
Your agent writes the campaign as a draft and sends a test to your inbox. It sets the campaign live only after you say yes.
Questions
How long should a welcome email be?
Short enough to read in one go. The template here has four short lines after the greeting: the thanks, the one setup step, the ask to reply and your name.
Should the welcome email come from the founder or the company?
From the founder, signed with a first name, at an address that reaches them. A reply then goes to a person who can help. In Sendocado, the email goes out through your own provider account, and a reply lands in your Replies inbox.
What should a welcome email ask the user to do?
One thing: the setup step that makes your product useful, with a link to the page where they do it. Then ask them to reply if something gets in the way. When they do the step, your app tags them activated and they leave the campaign.
Can I send the welcome email as plain text?
Write it as plain words, with no images and no design. Sendocado puts plain words in a simple, readable layout and sends a plain-text version with every email. It adds the unsubscribe link and your postal address at the bottom.