How to build dynamic onboarding emails based on product usage
Blog post from Knock
Knock leverages its customer engagement infrastructure to tailor onboarding emails based on user roles and behaviors, addressing the common challenge of generic email sequences that fail to cater to individual user needs. By using sophisticated sending logic and accessing product usage data, Knock dynamically adjusts its messaging workflow to guide new users through key onboarding actions, such as connecting messaging channels and creating workflows. The process involves identifying critical onboarding moments, syncing relevant product data, and employing branching logic to determine which emails to send, based on user activity. Intelligent delays and timezone-aware send windows ensure messages are delivered at optimal times. This approach shifts from a fixed sequence to a behavior-responsive system, aiming for targeted, well-timed interventions to enhance product adoption. Early results indicate a more effective activation strategy, with plans to further refine the process by measuring user interactions with each step.