Welcome Email Template — Three Steps on a Rail (Healthcare)

A patient-portal welcome that turns activation into three small steps. A layout hero draws a hairline rail with three numbered markers sitting on it, each above a short step title; the same three steps repeat as native text below with one-line explainers, a single cyan CTA, and a calm security reminder. Reassuring by design — no urgency, no upsell.

Snapshot

• Goal: get a newly registered patient through portal setup in five minutes.
• Audience & tone: patients activating a portal account. Calm, plain, trustworthy — never alarming.
• Palette: page #ecedee · container #ffffff · text #111827 / #6c7079 (muted) · accent #0e7490
• Font: Helvetica, Arial, sans-serif
• Artwork: free-form layout hero — Three steps riding a hairline rail that runs off both edges, each marked by a filled dot with a one-line label beneath., 600×260 canvas. Everything below it is native, selectable, clickable.

Build recipe

Each step is one block in the flat stack, top to bottom. [native] = a real email block. [layout] = a free-form layout embedded as a single image.

1. [layout] Layout hero — build a free-form composition (600×260) via create_layout + set_layout_content. Three steps riding a hairline rail that runs off both edges, each marked by a filled dot with a one-line label beneath. Alt text: “A hairline rail with three steps: confirm, add GP, contact”.
2. [native] Headline — text. “Set up your portal in five minutes”, fontSize: 36, color #111827, left.
3. [native] Standfirst — text. “Confirm your date of birth, add your GP practice, and choose how we reach you.”, fontSize: 20, color #6c7079, left.
4. [native] Primary CTA — button. Label “Finish setting up”, fill #0e7490, color #ffffff, shapeStyle: ‘0_1’, left.
5. [native] Story title 1 — text. “Confirm your date of birth”, fontSize: 20, color #111827, left.
6. [native] Body copy 1 — text. “We match your date of birth against your record, so the details on file line up with who you actually are.”, fontSize: 16, color #111827, left.
7. [native] Story title 2 — text. “Add your GP practice”, fontSize: 20, color #111827, left.
8. [native] Body copy 2 — text. “Add your GP practice so any results or referrals reach the right clinician without unnecessary delay.”, fontSize: 16, color #111827, left.
9. [native] Story title 3 — text. “Choose how we contact you”, fontSize: 20, color #111827, left.
10. [native] Body copy 3 — text. “Tell us whether you would rather hear from us by text or by email about upcoming appointments.”, fontSize: 16, color #111827, left.
11. [native] Body copy 4 — text. “We will never ask for your password or payment details by email — treat any such request as fraud.”, fontSize: 16, color #6c7079, left.
12. [native] Footer rule — divider. short (96px) rule, 1px, color #e9e9e9.
13. [native] Footer social — social. Icon row, social.color #0e7490, style circle-outline, center.
14. [native] Footer address — address. Postal address + unsubscribe, address.color #6c7079, address.fontFamily Helvetica, Arial, sans-serif, center.

Make it yours

1. Rewrite the three step titles (in both the layout hero and the native step blocks) to match your onboarding flow.
2. Recolor the cyan accent (#0e7490) to your brand, applied in the rail markers, the button, and the footer.
3. Replace the phone number and security note with your practice’s real contact and compliance copy.