<aside> 📧 Note: the company name has been removed. This example includes an overview of all of the emails from this email marketing project and a more zoomed-in look at the “User Registration Flow” including the first email from that flow (sometimes referred to as an automation, depending on the ESP).
</aside>
| | User Registration (EXAMPLE BELOW) | Confirmed Accreditation | Investment Made | | --- | --- | --- | --- | | Trigger | User creates an account on app or website | User verifies their accreditation | User makes their first investment (successful order) | | Goal | Get users to create a profile and verify accreditation | Get users to make their first investment | After investment, lean on users to grow and provide feedback | | Emails in Flow | 1. Sign-up Confirmation 2. First Reminder 2. Second Reminder 3. Note from Co-Founder 4. Verify Accreditation 5. Personal Reminder | 1. Make Your First Investment 2. Reminder: Make Your Investment 3. Final Reminder | 1. Congrats 2. Similar to Your Investment 3. Invitation for feedback 4. Upgrade your Account | | Exit Path | User submits their docs for verification. | User makes an investment | Flow is completed |
| Distribution Received | Another Investment | Quarterly Update | |
|---|---|---|---|
| Trigger | User receives their first distribution | User makes another investment | First Monday of new quarter |
| Goal | Get users to share their win and invest more | Get users to share their win and invest more | Share updates about their quarterly performance |
| Notes | Sends every time they get a distribution | Sends every time they make another investment | Only goes to users whose first investments were > 31 days ago |
Overview
| Trigger | User creates account (app and website) |
|---|---|
| Goal | Complete profile (currently only ¼ of new users complete profile and most of those end up investing. Secondary goal: verify accreditation. |
| From | [COMPANY_NAME] [email protected] |
| Emails in Flow | 1. Sign-up Confirmation [BELOW] |
| Overview | First email when someone signs up |
|---|---|
| Goal | Let them know they’ve signed up, share information, and help them get started. |
| Trigger | 5 minutes after signup. |
| Subject | Welcome to [COMPANY_NAME] |
| Preview | The simplest way to invest in real estate |
| Body Copy | Start Investing in Real Estate. |
| Diversify your portfolio, earn passive income, and choose your properties from our curated list in the hottest markets in the U.S. No platform fees, no management hassle, no minimum investment. |
[Get Started]
Trending Properties on [COMPANY_NAME] Our top picks in strong markets across the U.S., curated for yield and stability. 🤠 Austin, TX 🎸 Memphis, TN ☕ Seattle, WA 🌳 Berkeley, CA 🏡 Single-family and Multi-family
[Get Started]
Not sure where to begin? We're working hard to eliminate the accreditation requirement, so that truly anyone can invest in real estate. In the meantime, here are some things to help you get started.
What is [COMPANY_NAME]? So, what exactly is [COMPANY_NAME] and how does fractional real estate work? Get the details in this article.
How does [COMPANY_NAME] select properties? Location, location, location. Learn all about our process for identifying strong, high-yield properties.
Get $50 towards your next investment when someone signs up and invests $2,000 using your link: [REFERRAL LINK]
Need help? Just reply directly to this email and we’ll get back to you shortly. |