Sapling - Email ideas across the entire employee lifecycle

Thanks to Outbox, you can pre-schedule templated emails to be sent to your team at any point during their time at your company. Outbox templates are an important contributor to the emails Sapling sends to you and your users.

What emails should I automate? 

With the ability to turn an unlimited number of emails into scheduled templates, it can be daunting to know where to start. Here is a list of a few examples we've compiled from People Team Leaders that have maximized their use of Outbox:

1. Intro/Welcome emails
2. Buddy introductions
3. Drip-campaigns to introduce your values, culture, or more
4. 30/60/90 day check-ins
5. Orientation week logistics
6. Breakdown of employee benefits
7. W2 Tax Information
8. Tutorials or trainings that need to be completed
9. Monthly invitations for all-hands meetings
10. Annual review meetings
11. FYIs on where to find the most important HR process information
12. Birthdays
13. Anniversaries
14. Offsite details
15. 1-on-1 reminders
16. Congratulations on a promotion
17. Relocation information and next steps
18. Open enrollment reminders
19. End of year bonus announcements
20. New office opening announcements
21. Custom offboarding messaging
22. Return-to-office or other hybrid working messages

While this list is a great source for inspiration, ultimately you can turn any repeatedly sent email into a template that can be scheduled at any time! To learn how to automate this process, check out How to set up Automated Emails in Sapling.