Send tailored onboarding emails based on user role

Each user has unique interests and goals that they want to accomplish with your product. Instead of trying to squeeze everything into your welcome email, use Clearbit Enrichment to look up your new signups' job titles and send personalized onboarding emails tailored to their roles.

1.

1. Set up your trigger

Build a Plainflow segment to specify the rules for which users should enroll in this journey. In this case, we want to enroll all users who just signed up for our product.

2.

2. Enrich your new users with Clearbit

For every new user that signs up for your product, use the Clearbit Enrichment action to enrich the profile. Clearbit will return more than 85 data points that will be added and stored in the customer profile in Plainflow.

3.

3. Send your Clearbit data anywhere with Zapier

If you want to use your Clearbit data outside of Plainflow, you can send them to any of your tools by triggering a zap in Zapier.

4.

4. Send a welcome email for developers

If the enriched property "role" is equal to engineering, send a welcome email with API and technical references that are relevant for developers.

5.

5. Send a welcome email for marketers

If the enriched property "role" is equal to marketing, send a welcome email with high-level use cases on how to use your product for marketing purposes.

6.

6. Send a welcome email for founders

If the new user is a founder then we'd like to send a welcome email signed by your CEO. The purpose here is not only to welcome our new users, but also to establish a personal relationship between the founders.

What you need

  • Clearbit Enrichment subscription

  • Zapier account

All trademarks, service marks, trade names, trade dress, product names and logos appearing on the site are the property of their respective owners. Any rights not expressly granted herein are reserved.