Introduction:     

This feature ensures new team members are seamlessly integrated into an organization’s Glue Up account once onboarding starts through a five-step email sequence.

Step 1: ‘Welcome Letter from Eric Schmidt’

The onboarding journey begins the moment a new team member is added to the system. The first email is a personalized ‘Welcome Letter from Eric Schmidt.’

A notable addition to this process is the simultaneous dispatch of this email to the Customer Success (CS) general email. This ensures that the CS team is well-informed about which organization has welcomed a new member.

Step 2: ‘Training Content (1/2)’

Building on the welcoming foundation, the second email in the sequence arrives 24 hours after the first. This email includes the first half of the training content tailored to equip the new team member with the necessary knowledge and skills for their role.

Step 3: ‘Training Content (2/2)’

A day later, the onboarding journey advances with the delivery of the second half of the training content. This staggered approach ensures that team members are not overwhelmed with information and have ample time to absorb and apply their learnings.

Step 4: ‘Need Further Help?’

The fourth email in the sequence, titled ‘Need Further Help?’ offers ways to access assistance and guidance through knowledge articles and support.

Step 5: ‘Checking in on Your Platform Experience’

A month into the journey, Glue Up goes the extra mile with a final check-in. The fifth email, sent 30 days after the account was added, seeks feedback and gauges the new team member’s overall platform experience.