ClickUp

ClickUp’s email strategy leans heavily into product education and engagement, using frequent launch updates, onboarding flows, and role-specific content to drive deeper adoption. Their emails highlight new features, templates, and integrations, often framed around improving productivity. With a strong focus on activation and continuous value, they keep users moving forward inside the platform.

Number of emails: 20

Date Started: October 20, 2023

Date Ended: April 18, 2025

Avg time delay: 5 Days

Pre-Purchase Welcome

ClickUp’s welcome program starts with an action-driven overview email, helping users immediately access training, set up integrations, and start building their workspace. After that, they send targeted educational emails that introduce key product concepts step-by-step, like mastering ClickUp’s flexible hierarchy (Workspaces, Spaces, Folders, Lists). Each follow-up email is highly visual, practical, and encourages immediate action, backed by links to deeper learning resources like ClickUp University. The overall tone stays helpful, motivational, and focused on building early confidence and momentum.

Number of emails: 4

Date Started: February 24, 2025

Date Ended: March 22, 2025

Avg time delay: 4 Days

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Product Updates

ClickUp sends product update emails every 5–6 days, keeping users in the loop with a steady drumbeat of new features, improvements, and fixes. Each email spotlights the biggest updates with bold headlines, quick explainer videos, and clear “View Release Notes” CTAs. The structure is clean and skimmable—breaking down key features one by one with short text, supporting visuals, and links for deeper dives. The tone stays upbeat, focused on what’s new and how it helps users work faster, smarter, or more flexibly.

Number of emails: 9

Date Started: October 21, 2023

Date Ended: April 18, 2025

Avg time delay: 6 Days

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Transactional

ClickUp’s transactional emails are clear, concise, and focused on delivering essential information. They use a clean layout with friendly, professional language, highlight key account or billing details upfront, and always include a strong call-to-action for users to easily manage their account. Helpful links are provided without crowding the design, keeping the experience straightforward and user-focused.

Number of emails: 3

Date Started: April 18, 2025

Avg time delay: Depends on behavior

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Webinar

ClickUp sends monthly webinar emails that invite users to deepen their skills and get more value from the platform. The emails use a bold, colorful design to grab attention, clearly outline what the webinar will cover, and make registration easy with a prominent CTA. The tone is friendly and motivating, emphasizing practical takeaways like workflow optimization, automation, and live demos to help users build confidence and efficiency.

Number of emails: 3

Date Started: March 14, 2025

Date Ended: April 18, 2025

Avg time delay: 7 Days

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Upsell

ClickUp’s upsell emails are triggered by usage limits and framed around immediate value. They highlight what features the user is missing out on, show real examples of the limitation (like Activity View cutoffs), and present a clear, benefit-driven upgrade offer. The messaging stays positive and opportunity-focused, with strong CTAs to upgrade and easy access to compare plans. The tone is helpful, not pushy — designed to feel like an invitation to unlock more potential rather than a hard sell.

Number of emails: 1

Date Started: April 18, 2025

Avg time delay: Depends on App Activity

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