Guides and Templates

Customer onboarding guide

Improve your customer onboarding experience to boost satisfaction and loyalty

About our Customer Onboarding Guide

Online customer onboarding is essential to developing brand loyalty and advocacy. Before you can achieve these goals you have to deliver a good impression and develop the customer feelings for the brand.

Since onboarding communications are the first a new customer will receive, these are particularly important to set the right tone and give a good first-time impression.

Remember that after a purchase, buyers may get post-purchase dissonance to contend with, so using the right type of experience, communications and connecting users with your support and service team will help to increase customer lifespan. This guide recommends 7 key steps to improving the onboarding process.

What does the guide include?

The guide will recommend:

  • Advice on how to use online channels for welcoming new customers to showcase brand and product value and provide a good experience to adopting a new product or services
  • Best practice tips on using digital communications to encourage loyalty and advocacy building on initial onboarding.
  • 7 types of best practice to improve the onboarding process

Specific areas of onboarding that the guide covers which you can apply to your business include:

  • Encouraging initial and repeated use of an online service
  • Welcome emails
  • Product registration
  • Post-purchase support

How to access the Customer Onboarding Guide

Unlike our e-book guides downloads, our e-learning topics do not have to be downloaded, and can be accessed directly on the site from the members area. This is Engage topic 5.1, Customer Onboarding and Growth from our RACE Digital Marketing Planning E-learning module.

If you're on a monthly Individual premium plan, accessing this whole module is available for 1 of your 5 monthly resource credits, so if you have already accessed the RACE Digital Marketing Planning module you don't need to worry about using one of your download credits. If you're on an annual plan, it's part of the full collection of digital marketing resources in our online library.

Resource Details

  • Authors:  Dave Chaffey
  • Last updated: November 2015
  • Format: 3,000 word guide with strategy recommendations, best practice tips, tools and examples. This online guide is a topic which is part of our actionable Digital Marketing Elearning course.

About the author

Dr. Dave Chaffey

Dave ChaffeyDave is co-CEO and co-founder of Smart Insights. He is editor of the 100 templates, ebooks and courses in the digital marketing resource library created by our team of 25+ Digital Marketing experts. Our resources used by our premium members in more than 80 countries to Map, Plan and Manage their digital marketing.

For his full profile, or to connect on LinkedIn or other social networks, see the About Dave Chaffey profile page on Smart Insights. Dave is author of 5 bestselling books on digital marketing including Digital Marketing Excellence and Digital Marketing: Strategy, Implementation and Practice. In 2004 he was recognised by the Chartered Institute of Marketing as one of 50 marketing ‘gurus’ worldwide who have helped shape the future of marketing.


Access this resource now

Individual and Business members get full access to this and 10 other guides in the Digital experience management Toolkit.

Learn more about membership Already an Individual or Business member?
Login here

The Customer onboarding guide is included in the

Digital experience management Toolkit

Individual or Business members can access this and 10 other guides and templates in this toolkit

Learn more about individual or business membership options Already an Individual or Business Member? Login here

...or take a look at the other Guides and Templates in this Toolkit

Why Wait? Start Improving your marketing today

Join as an Individual or Business member to access this toolkit and up to 19 more.

Individual Membership

  • Enhance your marketing skills
  • Keep up to date with all the latest techniques
  • Become more effective in your role and develop your career

Business Membership

  • Improve your (and your clients') results from marketing
  • Upskill and develop your marketing team
  • Get dedicated support on your journey

Trusted by marketers all over the world

Since 2009 our toolkits have helped thousands of marketers in over 170 countries to hit - and exceed - their targets.
Will you be next? over 165,000 consultants, agencies, entrepreneurs and SMB's in over 170 countries.

Get better results

Make your job easier

Tenfold improvement

Learn more about Individual or Business membership options
Smart insights logo