Creating a beautiful onboarding experience is one of the best ways to make your customers feel supported, welcomed, and excited after purchasing from you.

Inside FEA Create, you can fully automate your onboarding process for:

In this tutorial, we’ll walk you through how to use the onboarding automation templates inside FEA Create to create a seamless experience for your customers.

Your onboarding experience is often the very first experience someone has after becoming a customer.

A great onboarding process helps:

The better the onboarding experience, the more likely people are to:

Before creating your onboarding automations inside FEA Create, make sure your:

are already fully set up.

You’ll also want:

before building your automation.

Onboarding automations are workflows that automatically send emails and actions after someone purchases from you.

For example:

This creates a smooth experience without you needing to manually send emails every time someone purchases.

Inside FEA Create, we’ve already created onboarding automation templates for you.

These templates include:

so you can customize them for your own business quickly and easily.

Inside FEA Create:

This is where you’ll find your onboarding workflow templates.

There are two main onboarding experiences you can create.

This is for purchases that do not require course access.

For example:

These workflows focus on:

without needing to send login credentials.

This is for purchases where the customer needs access to:

These workflows include:

Choose the onboarding workflow that matches your offer type.

For example:

Click the template to open the workflow.

The trigger controls when the onboarding sequence begins.

Inside the workflow:

For example:

This means the onboarding automation will begin automatically when someone purchases that offer.

Inside the trigger filters:

Now, whenever someone purchases that specific offer, the onboarding workflow will automatically start.

The onboarding template already includes swipe copy and email structures for you.

You can customize:

Make the emails feel warm, supportive, and personal.

Your onboarding emails might include:

The goal is to make your customer feel confident and supported immediately after purchasing.

Inside the workflow, you can add:

For example:

This helps nurture and guide your customer through the experience.

You can expand your onboarding workflows with additional actions such as:

This allows you to automate almost the entire onboarding experience.

A thoughtful onboarding experience can completely change how people experience your business.

The smoother and more supportive the journey feels, the more likely your customers are to stay engaged, get results, and become long-term fans of your brand 💕

If you need help setting up onboarding automations inside FEA Create, email the team at [email protected] or join one of our support calls and Team FEA will be happy to help.