Jane Portman, CEO at Userlist and UI Breakfast presenter, has tons of advice on how to write lifecycle emails for Saas.
If you’ve ever been involved in writing Saas lifecycle emails – for example onboarding, activation, or upgrade emails – you know that it’s easier said than done. That’s because the actual writing is just the tip of the iceberg. As UX writers, we need to think holistically, define a user journey and set up sensible conversion goals.
Jane goes through:
- Where to start designing effective emails
- The most important steps: The user journey, segmentation, and implementation
- How to truly measure which emails make an impact
- Why every Saas company needs a content resource library – and what to keep in your resource library
Jane Portman is the co-founder and CEO of Userlist, an email automation platform that specializes in understanding customer data. She is also the founder and presenter of UI Breakfast, a UI/UX design strategy podcast that has been running since 2014.