# Onboarding Email Brief

Help a recipient complete one defined activation task with accurate product context, timing, prerequisites, support, consent, and suppression.

## Usage note

Brief one task per email and verify the recipient still needs it at send time. Do not claim inactivity, progress, access, or plan status from unreliable data.

## How to use this template

1. Define the recipient relationship, live state, unfinished task, and reason email helps now.
2. Confirm eligibility, consent, prerequisite, product behavior, and accurate destination.
3. Draft a focused message with one action, realistic expectation, and support path.
4. Test delayed, completed, ineligible, error, deep-link, accessibility, and preference states.
5. Monitor meaningful task completion and trust signals and update with the product.

## Blank template

### Recipient and trigger

- **Email ID and sequence position:** [Enter]
- **Entry event and send trigger:** [Enter]
- **Recipient relationship and role:** [Enter]
- **Current product state:** [Enter]
- **Task not yet complete:** [Evidence]
- **Plan, locale, or permission:** [Enter]
- **Consent/message class:** [Enter]
- **Suppression conditions:** [List]

### Task and content

- **Activation task:** [One action]
- **User value:** [Enter]
- **Prerequisite:** [Enter]
- **Expected time or effort:** [Enter]
- **Product source/version:** [Reference]
- **Subject and preview:** [Draft]
- **Primary action label/destination:** [Enter]
- **Support or recovery:** [Enter]

### Integrity checks

- [ ] Recipient can perform the action at send time.
- [ ] Email does not expose sensitive account details.
- [ ] Product name, labels, access, and limits are current.
- [ ] Destination preserves correct locale and account context.
- [ ] Detailed steps link to a maintained guide.
- [ ] Preference, unsubscribe, and reply behavior match message purpose.
- **Required review:** [Product/privacy/legal/accessibility]
- **Approved version:** [Enter]

### Test and measurement

- **Delayed delivery after completion:** [Expected behavior]
- **Expired or changed-role state:** [Expected behavior]
- **Authentication and deep link:** [Test result]
- **Device, client, and assistive technology:** [Enter]
- **Primary task outcome:** [Define]
- **Guardrails:** [Error/support/complaint/opt-out]
- **Interpretation limits:** [Enter]
- **Review trigger and owner:** [Enter]