Automated Onboarding Campaigns in Braze: Welcoming New Users

In this guide, you’ll learn how to create automated onboarding campaigns in Braze, how brands can enhance new user experience, and how Omtera’s Braze partnership helps optimize the entire process.
Automated Onboarding Campaigns in Braze: Welcoming New Users

The first interaction a new user has with your brand determines the future of that relationship. That’s why the onboarding process — welcoming and guiding new users — is not just about sharing information; it’s about creating engagement, trust, and loyalty.

In today’s competitive digital landscape, brands understand that acquiring users is only half the battle — retaining them is where sustainable growth happens. However, delivering personalized, timely, and meaningful welcome messages manually is impossible.

That’s where Braze’s automated onboarding campaigns come in — and with Omtera’s Braze expertise, these workflows become a powerful competitive advantage.

What Is Automated Onboarding and Why Does It Matter?

Onboarding campaigns help new users understand your product, take the right first steps, and build an emotional connection with your brand.

When a user signs up for your app or joins your email list for the first time, Braze automatically identifies that user and triggers a personalized welcome flow.

The main goals of an onboarding process:

  • Clearly communicate your value proposition
  • Facilitate first interactions (e.g., “Complete your profile” or “Make your first purchase”)
  • Increase engagement within the first week
  • Reduce churn rates

Braze automates these processes while giving brands powerful tools such as real-time segmentation, event-based triggers, and advanced personalization.

How to Build Automated Onboarding in Braze

Creating an onboarding campaign in Braze involves a few strategic steps. Omtera’s consulting approach guides brands through this process with both technical and strategic expertise.

1. Define Your Audience

The first step is identifying who will enter your onboarding flow.
Braze allows you to create segments based on user attributes (e.g., country, device type, signup date) or behaviors (e.g., “first app open,” “first purchase”).

Example:
A segment targeting users who have signed up but haven’t made their first purchase yet.

2. Set Triggers

In Braze Canvas or campaign setup, you define “event-based triggers” that determine when your automated flow begins.
For example:

  • “Sign Up Completed”
  • “App Installed”
  • “First Login”

Once this event occurs, Braze automatically starts the relevant onboarding journey for that user.

3. Personalize Messages

Thanks to Braze’s powerful personalization engine, you can tailor messages dynamically based on user data such as name, location, device, or purchase history.

Example:
“Hi Ayşe! Welcome 🎉 You’re just three steps away from launching your first campaign.”

4. Embrace Cross-Channel Communication

Welcome new users not just via email, but also through push notifications, in-app messages, SMS, or WhatsApp.
Braze Canvas lets you manage all these channels from a single flow.

Omtera helps brands define their channel mix, set optimal messaging frequency, and track performance effectively.

5. Test and Optimize

Onboarding campaigns don’t have to be perfect on the first try.
Through A/B testing, control groups, and Braze Analytics dashboards, you can measure which messages, times, and channels drive the best results.

Omtera’s data-driven methodology ensures continuous performance improvement through detailed insights.

Advantages of Braze Onboarding Campaigns

1. Save Time Through Automation

No more manual messaging. Braze automates the entire process by triggering communications based on user behavior.

2. Boost Conversions with Personalization

Users respond faster to messages tailored to their needs.
Braze’s Dynamic Content Blocks and Connected Content features enable every message to be unique and relevant.

3. Deliver a Consistent Customer Experience

No matter which channel users interact through, your brand voice remains consistent — reinforcing trust and loyalty.

4. Make Data-Driven Decisions

Braze Analytics provides detailed performance reports. You can track open rates, click rates, and conversion percentages to optimize future campaigns.

5. Leverage Omtera’s Expertise

As a Braze Partner in Turkey and the EMEA region, Omtera offers end-to-end support for setup, integration, and strategic execution — guiding teams both technically and strategically.

Example Scenario: Automated Onboarding for an E-commerce App

Imagine an e-commerce brand. The moment a user signs up, Braze automatically triggers this flow:

Stage Channel Message Content Goal
Day 1 Email “Welcome! Enjoy 10% off your first purchase.” First engagement
Day 3 Push “Your cart is waiting for you.” Increase conversions
Day 5 In-App “Save your favorite brands for personalized recommendations.” Encourage customization
Day 7 Email “It’s been 7 days! Check out our most popular products.” Boost retention

This flow runs completely automatically and adapts dynamically based on user behavior.

Stand Out with Omtera’s Braze Partnership

As a Braze Partner, Omtera offers more than just technical setup — it provides strategic, operational, and analytical support for the entire customer lifecycle.

Omtera’s key contributions:

  • Building onboarding strategy
  • Designing the Canvas structure
  • Setting up segmentation and triggers
  • Configuring personalization and data flow
  • Measuring performance and continuous optimization

Omtera’s team helps brands get the most out of Braze with customized best practice guides, A/B testing plans, and benchmark reports.

Are you ready to impress your new users from day one? Create your Braze onboarding strategy with Omtera and elevate your customer experience today.

Frequently Asked Questions (FAQ)

1. Do I need technical knowledge to start Braze onboarding campaigns?
No. With Omtera’s guidance, marketing teams can manage and launch campaigns easily without deep technical expertise.

2. How long does the automated onboarding process take?
It depends on your customer journey, but typically a 7–14 day flow works best for user engagement and retention.

3. Can I create onboarding without using Braze Canvas?
Yes, but Canvas makes it significantly easier to visualize flows and design cross-channel scenarios.

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