Onboarding checklist email template

Give new users a short checklist they can finish today. Free to copy as HTML, React Email or plain text.

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From
Acme <hello@acme.com>
Subject
Your first 3 steps to get started
Preview
Finish setup today with this short checklist.

Copy the code

Email-client-safe HTML, the same email as a React Email component, and a plain-text version for clients that do not show HTML.

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"><html dir="ltr" lang="en"><head><meta name="viewport" content="width=device-width"/><meta content="text/html; charset=UTF-8" http-equiv="Content-Type"/><meta name="x-apple-disable-message-reformatting"/><meta http-equiv="X-UA-Compatible" content="IE=edge"/><meta name="x-apple-disable-message-reformatting"/><meta name="format-detection" content="telephone=no,address=no,email=no,date=no,url=no"/><meta name="color-scheme" content="light"/><meta name="supported-color-schemes" content="light"/><title>Finish setup today with this short checklist.</title><style>
    @font-face {
      font-family: 'Inter';
      font-style: normal;
      font-weight: 400;
      mso-font-alt: 'Arial';
      
    }

    * {
      font-family: 'Inter', Arial;
    }
  </style><style>blockquote,h1,h2,h3,img,li,ol,p,ul{margin-top:0;margin-bottom:0}@media only screen and (max-width:425px){.mr-hide-mobile{display:none!important;max-height:0!important;overflow:hidden!important}.mr-show-mobile{display:block!important;max-height:none!important;overflow:visible!important}.tab-row-stack{width:100%!important}.tab-col-stack{display:block!important;width:100%!important;height:auto!important}.tab-pad-stack{padding-left:0!important;padding-right:0!important}.tab-mobile-gap-0{padding-top:0px!important;padding-bottom:0px!important}.tab-mobile-gap-2{padding-top:1px!important;padding-bottom:1px!important}.tab-mobile-gap-4{padding-top:2px!important;padding-bottom:2px!important}.tab-mobile-gap-6{padding-top:3px!important;padding-bottom:3px!important}.tab-mobile-gap-8{padding-top:4px!important;padding-bottom:4px!important}.tab-mobile-gap-10{padding-top:5px!important;padding-bottom:5px!important}.tab-mobile-gap-12{padding-top:6px!important;padding-bottom:6px!important}.tab-mobile-gap-14{padding-top:7px!important;padding-bottom:7px!important}.tab-mobile-gap-16{padding-top:8px!important;padding-bottom:8px!important}.tab-mobile-gap-18{padding-top:9px!important;padding-bottom:9px!important}.tab-mobile-gap-20{padding-top:10px!important;padding-bottom:10px!important}.tab-mobile-gap-22{padding-top:11px!important;padding-bottom:11px!important}.tab-mobile-gap-24{padding-top:12px!important;padding-bottom:12px!important}.tab-mobile-gap-26{padding-top:13px!important;padding-bottom:13px!important}.tab-mobile-gap-28{padding-top:14px!important;padding-bottom:14px!important}.tab-mobile-gap-30{padding-top:15px!important;padding-bottom:15px!important}.tab-mobile-gap-32{padding-top:16px!important;padding-bottom:16px!important}.tab-mobile-gap-34{padding-top:17px!important;padding-bottom:17px!important}.tab-mobile-gap-36{padding-top:18px!important;padding-bottom:18px!important}.tab-mobile-gap-38{padding-top:19px!important;padding-bottom:19px!important}.tab-mobile-gap-40{padding-top:20px!important;padding-bottom:20px!important}}</style></head><body dir="ltr" lang="en" style="background-color:#f1f7f3;margin:0;padding-top:0;padding-bottom:0;padding-right:0;padding-left:0"><!--$--><!--html--><!--head--><!--body--><table border="0" width="100%" cellPadding="0" cellSpacing="0" role="presentation" align="center"><tbody><tr><td dir="ltr" lang="en" style="margin:0px;background-color:#f1f7f3;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;font-family:Inter, Arial, sans-serif"><div style="display:none;overflow:hidden;line-height:1px;opacity:0;max-height:0;max-width:0" data-skip-in-text="true">Finish setup today with this short checklist.<div> ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏</div></div><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:640px;background-color:#ffffff;min-width:0px;border-radius:0px;border-width:0px;border-color:transparent;width:100%;margin:0 auto"><tbody><tr style="width:100%"><td style="padding-top:24px;padding-right:24px;padding-bottom:24px;padding-left:24px"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:8px;margin-right:0;margin-bottom:8px;margin-left:0"><tbody style="width:100%"><tr style="width:100%"><td align="left" data-id="__react-email-column" style="border-color:#dcfce7;border-width:1px;border-style:solid;background-color:#f0fdf4;border-radius:18px;padding-top:22px;padding-right:24px;padding-bottom:22px;padding-left:24px"><p style="font-size:15px;line-height:26.25px;text-align:center;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 12px 0;margin-top:0;margin-right:0;margin-bottom:12px;margin-left:0"><span style="color:#15803d"><strong>GET STARTED</strong></span></p><h1 style="margin-left:0px;margin-right:0px;margin-top:0px;margin-bottom:12px;text-align:center;color:#14532d;font-size:36px;line-height:40px;font-weight:800">Your first 3 steps</h1><p style="font-size:15px;line-height:26.25px;text-align:center;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 0px 0;margin-top:0;margin-right:0;margin-bottom:0px;margin-left:0">Use this checklist to turn a new workspace into something your team can rely on.</p><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:37.5em;height:8px"><tbody><tr style="width:100%"><td></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:100%;text-align:center;margin-bottom:0px"><tbody><tr style="width:100%"><td><a href="{{action_url}}" style="line-height:100%;text-decoration:none;display:inline-block;max-width:100%;mso-padding-alt:0px;color:#ffffff;background-color:#15803d;border-color:#15803d;border-width:2px;border-style:solid;font-size:14px;font-weight:600;border-radius:6px;padding:10px 32px 10px 32px;padding-top:10px;padding-right:32px;padding-bottom:10px;padding-left:32px" target="_blank"><span><!--[if mso]><i style="mso-font-width:400%;mso-text-raise:15px" hidden>&#8202;&#8202;&#8202;&#8202;</i><![endif]--></span><span style="max-width:100%;display:inline-block;line-height:120%;mso-padding-alt:0px;mso-text-raise:7.5px">Continue setup</span><span><!--[if mso]><i style="mso-font-width:400%" hidden>&#8202;&#8202;&#8202;&#8202;&#8203;</i><![endif]--></span></a></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:37.5em;height:22px"><tbody><tr style="width:100%"><td></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:0;margin-right:0;margin-bottom:0;margin-left:0"><tbody style="width:100%"><tr style="width:100%"><td align="left" data-id="__react-email-column" style="border-color:transparent;border-width:0;border-style:solid;background-color:transparent;border-radius:14px;padding-top:8px;padding-right:0;padding-bottom:8px;padding-left:0"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" class="tab-row-stack" style="margin:0;padding:0;width:100%"><tbody style="width:100%"><tr style="width:100%"><td width="50%" class="tab-col-stack tab-pad-stack tab-mobile-gap-12" data-id="__react-email-column" style="width:50%;height:1px;margin:0;vertical-align:top;padding-left:0;padding-right:8px"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;height:100%"><tbody style="width:100%"><tr style="width:100%"><td align="left" data-id="__react-email-column" style="height:100%;vertical-align:top;border-color:#e2e8f0;border-width:1px;border-style:solid;background-color:#ffffff;border-radius:14px;padding-top:16px;padding-right:16px;padding-bottom:16px;padding-left:16px"><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 12px 0;margin-top:0;margin-right:0;margin-bottom:12px;margin-left:0"><span style="color:#15803d"><strong>01</strong></span></p><h3 style="margin-left:0px;margin-right:0px;margin-top:0px;margin-bottom:12px;color:#14532d;font-size:24px;line-height:38px;font-weight:600">Connect your domain</h3><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 0px 0;margin-top:0;margin-right:0;margin-bottom:0px;margin-left:0">Verify the sender domain your team will use.</p></td></tr></tbody></table></td><td width="50%" class="tab-col-stack tab-pad-stack tab-mobile-gap-12" data-id="__react-email-column" style="width:50%;height:1px;margin:0;vertical-align:top;padding-left:8px;padding-right:0"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;height:100%"><tbody style="width:100%"><tr style="width:100%"><td align="left" data-id="__react-email-column" style="height:100%;vertical-align:top;border-color:#dcfce7;border-width:1px;border-style:solid;background-color:#f0fdf4;border-radius:14px;padding-top:16px;padding-right:16px;padding-bottom:16px;padding-left:16px"><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 12px 0;margin-top:0;margin-right:0;margin-bottom:12px;margin-left:0"><span style="color:#15803d"><strong>02</strong></span></p><h3 style="margin-left:0px;margin-right:0px;margin-top:0px;margin-bottom:12px;color:#14532d;font-size:24px;line-height:38px;font-weight:600">Invite teammates</h3><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 0px 0;margin-top:0;margin-right:0;margin-bottom:0px;margin-left:0">Bring the right people in before the first send.</p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:37.5em;height:18px"><tbody><tr style="width:100%"><td></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:0;margin-right:0;margin-bottom:0;margin-left:0"><tbody style="width:100%"><tr style="width:100%"><td align="left" data-id="__react-email-column" style="border-color:transparent;border-width:0;border-style:solid;background-color:transparent;border-radius:14px;padding-top:8px;padding-right:5px;padding-bottom:8px;padding-left:5px"><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:100%;text-align:center;margin-bottom:0px"><tbody><tr style="width:100%"><td><a href="{{action_url}}" style="line-height:100%;text-decoration:none;display:inline-block;max-width:100%;mso-padding-alt:0px;color:#ffffff;background-color:#15803d;border-color:#15803d;border-width:2px;border-style:solid;font-size:14px;font-weight:600;border-radius:6px;padding:10px 32px 10px 32px;padding-top:10px;padding-right:32px;padding-bottom:10px;padding-left:32px" target="_blank"><span><!--[if mso]><i style="mso-font-width:400%;mso-text-raise:15px" hidden>&#8202;&#8202;&#8202;&#8202;</i><![endif]--></span><span style="max-width:100%;display:inline-block;line-height:120%;mso-padding-alt:0px;mso-text-raise:7.5px">Open checklist</span><span><!--[if mso]><i style="mso-font-width:400%" hidden>&#8202;&#8202;&#8202;&#8202;&#8203;</i><![endif]--></span></a></td></tr></tbody></table></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="max-width:37.5em;height:8px"><tbody><tr style="width:100%"><td></td></tr></tbody></table><table align="center" width="100%" border="0" cellPadding="0" cellSpacing="0" role="presentation" style="margin-top:40px;margin-right:0;margin-bottom:0;margin-left:0"><tbody style="width:100%"><tr style="width:100%"><td align="left" data-id="__react-email-column" style="border-color:#e2e8f0;border-width:0;border-style:solid;background-color:#ffffff;border-radius:0;padding-top:24px;padding-right:16px;padding-bottom:24px;padding-left:16px"><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 12px 0;margin-top:0;margin-right:0;margin-bottom:12px;margin-left:0">You received this email because you subscribed to updates from our team.
{{organization_name}} • {{organization_address}}</p><p style="font-size:15px;line-height:26.25px;-webkit-font-smoothing:antialiased;-moz-osx-font-smoothing:grayscale;color:#14532d;margin:0 0 0px 0;margin-top:0;margin-right:0;margin-bottom:0px;margin-left:0"><a href="{{unsubscribe_url}}" rel="noopener noreferrer nofollow" style="color:#15803d;text-decoration-line:none;text-decoration:underline" target="_blank">Unsubscribe</a></p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><!--/$--></body></html>

Send it from your own domain

This email goes to one person at a time, from your app. In MarkRelay it is a built-in starter template: save it in the editor, then send it by ID through the email API in your own Cloudflare account, over Cloudflare Email Sending. The variables below are the ones this template uses.

POST $MARKRELAY_API_URL/emails/send
{
  "from": "Acme <hello@acme.com>",
  "to": "customer@example.com",
  "templateId": "tpl_…",
  "variables": {
    "action_url": "https://example.com",
    "organization_address": "123 Main Street, Springfield",
    "organization_name": "Acme"
  }
}

The template is free to use with any sending service. See how templates work in MarkRelay.

More welcome templates

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