6 Steps to Mastering Email Onboarding of Applicants with Registration Software

6 Steps to Mastering Email Onboarding of Applicants with Registration Software - Onboarding

There is tons of information out there on the interwebs all about client onboarding, but none that are specific about APPLICANT onboarding. You generally find that you have a cool product – like a gadget or a fun app you want someone to download, so you reel them in, send them fun emails and get them to buy your product.

But what about onboarding applicants, such as attendees for your event, campers for your camp, students to your courses or volunteers for your amazing non-profit, etc, look like?

If you aren’t looking to make a sale, but to invest in an experience with your organization, what tricks are there to onboard these clients effectively?

This post focuses on what the onboarding process looks like for organizations registering people for their event or service.

It outlines the main steps everyone can follow to onboard registrants effectively, and how can you use your registration software to streamline the onboarding process and make it easy, intuitive and professional.

What does a general onboarding process look like?

When onboarding applicants, generally you have 6 main steps.

  1. Getting them to register.
  2. A welcome email after they begin registration.
  3. Information gathering – completing forms, etc.
  4. Educating the applicant about your business.
  5. Reminders and checking before the main event.
  6. Maintaining and continuing a relationship after your event or service is over.

Let’s take a look at each step on it’s own, and how can you get the most of your registration software to make onboarding applicants easy!

Step 1: Getting People to Register

This is the first step that needs to happen in the onboarding process. You might be asking yourself “isn’t this the actual onboarding? If they registered I onboarded them, no?”

Surprising as it might seem, getting people to your website and clicking the “Register Now” button is only the first step in the process. It does not guarantee they will become an applicant or a paying attendee or participant. It only states they are interested, nothing more. They are basically checking you out and the way you handle the process from here is what will determine if they will follow through all the way.

Getting them to click the “Register Now” button is out of the scope of this article. Just remember that if you are spending a lot of money and expending a lot of energy to get people to register, and you don’t follow through with the following onboarding steps, you’ve just wasted a lot of time and resources. Ouch!


Step 2: Welcome Email

Now that you got your applicant to hit the “Register” button, a welcome email should trigger when an applicant begins to fill in your forms. A welcome email could also trigger once they’ve completed registration, depending on the depth of your process.

Most people these days assume they will receive emails based on actions they complete on a website.

Case in point; when you buy something, you expect to get a confirmation email that the transaction went through. Or if you register for a new site, you aren’t surprised to receive a “welcome to our site” email.

Not only are these triggered messages great for connecting with your new applicants, it also serves as a confirmation to them that the actions they performed ‘worked’. Whether that means a payment went through or the initial registration was successful, they know it’s all good when they see that email come through.

An online application is no different. By sending a welcome email and confirming an applicant’s registration, you are demonstrating effective communication and taking out the guesswork for the applicant about whether their application was received.

This step is the first in ensuring you don’t lose applicants while onboarding them.

Below is an example of Rachel registering for this event. Once she begins the process, Rachel would receive this email in her inbox.


A few notes about this email:

– Note how you you are giving the applicant a reminder of the email they used to register. Many people have multiple email addresses and they might forget which one they used for your registration. It’s always nice to have this sitting in their inbox for reference when they want to login later, so they don’t bug you for the information!

-The URL of the registration process is right in the email so they do not need to hunt it down if they want to see their registration status or continue the process, make a payment, etc. If you omit it most chances are they will go to Google and do a search in order to find you. For some people that will be another chance to check out the competition and maybe opt not to register with you in the end.

-The mandatory stage that needs to be done is stated clearly in the email so they know what they really must do in order to secure their place. In advance registration systems you will be able to trigger the email at different stages of the process so that people that have paid their deposit will get a different email than people that stopped in the middle. This type of customization is crucial for effective onboarding, so make sure your registration software can do this!

-A small but important detail is in the sentence “Reply to this email”. Make sure the email is coming from an email address that is connected to your organization and that is monitored so people can just hit “reply” if they have a question or a problem. This shows you are client facing and in addition will make sure you get to take care of issues immediately. This is good for customer service, and client retention!

-Finally notice the email signature. It includes contact information so that they have everything handy if they need to contact you!

Step 3: Confirmation of Registration

An extension of the welcome process is a confirmation of registration. Sometimes the welcome email and confirmation are rolled into one. In this case, Abe is receiving a confirmation that he registered for a specific event and the payment for the event is also included.

This email serves as a great ticket alternative to show as proof of registration and payment, and gives an overview of the actions Abe performed – selected a specific event, paid the fees. Depending on the length of your process, this email is all that is needed.


Step 4: Education and Information Gathering: Send triggered emails when applicants reach certain points in your onboarding process.

These types of emails are a key part of your onboarding process, as they encourage applicants at specific points in the process to complete important action items. This can include:

A great registration software should allow these emails to be triggered when the action happens and populated with personal information. This is especially important for payment emails so the applicant can get everything they need from the message without logging in to view details.

This might include their updated balance, previous payments, etc. Personalized messages also ensure the applicant reads the email, since it is clear the message is just for them and not a bulk email that they might ignore.

Below you’ll see an example of a payment acknowledgement to Jimmy. It’s always a great idea to immediately send a notice of receipt of payment, since most people these days expect to get a confirmation when they spend money.

The email not only provides an invoice, but also confirms the action taken, which gives the applicant peace of mind.

You’ll see that this email includes Jimmy’s updated balance. In this case it’s $0, but if there was still a balance due, the email is a great way to also notify the applicant that more money is due, and give an option to pay it ASAP.

Notice there is also a direct link to view account and payment history. So if Jimmy wanted to make a payment to close his balance, he can easily do that via this email.


Step 5: Reminder and Check-In Emails: Reminders when applicants are approaching payment due dates, invoices sent after payments processed, reminders as due dates or event dates get closer.

Information gathering emails are great for applicants who are paying on time, but sometimes you have to remind an applicant that they have a payment due or nudge an applicant to complete outstanding action items.

Here is a great source for how to put together payment request emails, which goes more in depth than this post will. Reminder emails, especially automated through your software, are a great time saver on the admin side of things.

Instead of chasing down applicants individually, you can easily filter who is missing a payment or form, and target those people directly and personally through the system, to keep registration on track.

If you have an event or specific time and date of your program that the applicant is registered for, it’s also great to send emails to your applicants to confirm their attendance on a certain time, time and location for what they’ve registered for. This serves to also remind them as the date of the event is closer that it’s coming up.

A great software will let you add “tokens” to your emails so you can create one template, but have the email go out to only those who need to receive it. This means you can filter who is attending a specific event, which ones have outstanding payments vs. those you don’t – so you can send an email that is relevant to each applicant.


Step 6: Maintaining the Applicant Relationship: Email updates and newsletter, marketing new products and events to clients, periodic follow-up, etc.

There is a great in-depth post here all about using your registration software as a sales platform. I won’t get into too much detail here about all the ways to use your registration software as a sales software here. But, your onboarding process doesn’t stop when you get a new client and they attend the program or event they originally signed up for.

If you offer more programs that they will be interested in, use the fact that you have their contact information and your software, to send marketing emails and follow up after the original event is over.

You can send an email to fill out a post-event survey, or just let them know that the event they attended in 2016 is repeating again in 2017, etc.

Remarketing is big in the marketing world, but many ‘average’ businesses who don’t do full on marketing forget this is an option and miss out on the opportunity to convert past clients again and again. Don’t make this mistake!

Below Rebecca’s son Joseph attended Awesome Camp last year. Awesome Camp wants to let Rebecca know there is another session of the same camp this coming summer, and some awesome early registration deals to take advantage of!


Conclusion: Using Your Registration Software to Onboard Applicants

Being successful in business is all about using the right tools to help you do your best work. Often times we don’t put together registration and sales in the same category, especially when you look at the process of onboarding new attendees or participants.

The goal of this post was to illustrate how one registration software can serve the entire onboarding process. From the initial signing up, managing form completion and payments, updates and reminders for upcoming events, and even for further marketing after the event has closed.

If you look at your onboarding process in this way, you can use the tools of your registration software much more effectively to provide excellent service, a smooth onboarding process and great marketing all the way through!

About The Author
Asaf Darash
CEO and Founder of Regpack

Asaf, Founder and CEO of Regpack, has extensive experience as an entrepreneur and investor. Asaf has built 3 successful companies to date, all with an exit plan or that have stayed in profitability and are still functional. Asaf specializes in product development for the web, team building and in bringing a company from concept to an actualized unit that is profitable.

What is Regpack?

Regpack is an online registration software that creates intelligent application processes with integrated payment processing.

Your Process, Automated
Find and create applicant groups according to YOUR needs. Automate your online registration.
Your Website, Our Technology
Don't send applicants away! Embed your process seamlessly onto your website.
Integrated Payment Processing
Applicants can pay easily within the registration process. Manage payments, send invoices, and more!
Save 60+ Admin Hours Every Month!
Online registration automation tools that work for you! Save time and work smarter.