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Email
SaaS/Software
Asana
Onboarding (part 3)

Onboarding (part 3)

Asana

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Swipe Details
Company
Asana
Type
Email
Industry
SaaS/Software
Business Model
B2B
Swiped on:December 8, 2022

Marketing Insights

WHY IT WORKS: This onboarding email leverages the power of visualization and immediate value delivery by showing users exactly how Asana solves their core problem—unclear task ownership and deadlines. The interactive product demonstration with a relatable "Mission to the Moon" example makes abstract features tangible while the step-by-step guidance removes friction from the learning curve.

COPYWRITING TECHNIQUES:

  • Problem-focused headline: "Who's doing what by when?" directly addresses the pain point of unclear responsibilities
  • Benefit-driven subheading: "Set clear responsibilities and deadlines with Asana" immediately promises the solution
  • Action-oriented microcopy: "Assign a Task" creates a clear next step
  • Instructional framework: "To-dos for your to-dos" uses wordplay to make learning memorable
  • Specificity in instructions: "give it a due date so you can delegate work and make sure it gets done"

DESIGN PRINCIPLES:

  • Visual product demonstration: Shows actual interface with tasks, assignees, and deadlines
  • Color-coded time indicators: "Today" in cyan, "Tomorrow" in teal for quick deadline scanning
  • Numbered list hierarchy: 1-2-3 steps create clear visual progression
  • Prominent CTA buttons: Purple "Assign a Task" and bordered "Go to Asana" stand out
  • Whitespace utilization: Clean spacing around each element prevents overwhelm

PSYCHOLOGICAL TRIGGERS:

  • Implementation intention: "Without clear expectations, requests don't go anywhere" creates urgency to act
  • Ease of adoption: Three simple steps reduce perceived effort barrier
  • Social proof through avatars: Profile pictures show team collaboration is already happening
  • Reciprocity principle: "Tasks are the easiest way to start collaborating" offers immediate value
  • Progress momentum: Starting with one simple task assignment builds confidence for continued use
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