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Send Onboarding Emails Tuned to Each Signup Cohort

Not all signups are alike. Route each new user into a cohort by source or role and send onboarding tuned to how that cohort gets value.

difficulty Intermediatesetup 35 minresult Each cohort gets relevant onboarding, improving activation across different user types.—
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  1. 1

    Capture the Signup

    Add a Webhook node receiving the new user's role and source.

  2. 2

    Assign a Cohort

    Add a Code node placing them in the right cohort.

  3. 3

    Enroll in Onboarding

    Add a Customer.io node adding them to the cohort's onboarding sequence.

  4. 4

    Measure Activation

    Add a step comparing activation across cohorts.

  5. 5

    Activate and Test

    Activate the workflow with test signups. Confirm cohort routing works.

Frequently asked questions

Which cohorts matter?

Split by role or use case first — a marketer and a developer need very different onboarding.

Can I refine over time?

Compare cohort activation rates and adjust the weakest sequences.

About this recipe. Recipes on FlowRecipesHub are written for business owners, not developers, and are tested before publishing — how recipes get made. Some ingredient links are affiliate links that cost you nothing — full disclosure.