User Onboarding Workflow

New user onboarding workflow with welcome email, profile setup, product tour, first action prompt, and activation milestone tracking.

Download .fz file

Full FlowZap Code

customer { # Customer
  n1: circle label:"Start User Onboarding"
  n3: rectangle label:"Review User Onboarding details"
  n5: rectangle label:"Update records for User Onboarding"
  n7: circle label:"End User Onboarding"

  n1.handle(bottom) -> agent.n2.handle(top)
  n3.handle(bottom) -> agent.n4.handle(top) [label="Processed"]
  n5.handle(bottom) -> agent.n6.handle(top)
}
agent { # Agent
  n2: rectangle label:"Receive User Onboarding request"
  n4: rectangle label:"Make User Onboarding decision"
  n6: diamond label:"Continue User Onboarding process"

  n2.handle(bottom) -> customer.n3.handle(top)
  n4.handle(bottom) -> customer.n5.handle(top)
  n6.handle(bottom) -> customer.n7.handle(top) [label="Success"]
  n6.handle(right) -> customer.n5.handle(right) [label="Retry/Rejected"]
}

Why This Workflow?

Users who don't activate within the first week rarely convert to paying customers. This workflow guides new users through product setup, first value moment, and activation milestones with timely nudges.

How It Works

Step 1: Welcome email is sent immediately after signup with getting started guide.
Step 2: Profile setup prompts user to complete their account.
Step 3: Product tour highlights key features and first actions.
Step 4: First action prompt encourages the user to complete their first task.
Step 5: Activation milestone is tracked (e.g., created first diagram, invited team member).
Step 6: Follow-up emails nurture users who haven't activated.

Alternatives

Generic welcome emails have low engagement. Product-led growth tools like Appcues or Pendo cost $10K+/year. This workflow helps teams design their onboarding funnel before investing in tooling.

Key Facts

Template Name	User Onboarding Workflow
Category	business-operations
Steps	6 workflow steps
Format	FlowZap Code (.fz file)

Back to all templates