AutomationsNew Customer Onboarding
New Customer Onboarding
EngagementA warm day-0 welcome, day-3 tips to get value fast, and a day-14 check-in to catch any issues — so new customers stick around instead of churning early.
Onboarding
Lifecycle
Active
SMS Sent
86
Delivery Rate
98%
Response Rate
48%
Conversion
76%
Message sequence
3 step automation
Trigger:The moment a contact in your connected account becomes a new customer
Synced live from your connected account — fires the moment the event occurs
- 1
Welcome
Day 0“Welcome to {business}, {first}! We're pumped to have you. Here's everything to get started: {link}”
- 2
Tips
Day 3“Hi {first}, a quick tip to get the most out of {business}: {link} — any questions, just reply here.”
- 3
Check-in
Day 14“{first}, how's it going with {business} so far? Reply and let us know — we want to make sure you're looked after.”
Funnel
Sent → converted
Sent86 (100%)
Delivered84 (98%)
Responded41 (48%)
Converted31 (36%)
Test this workflow
Send yourself a preview SMS
Fire the full sequence to your own number to see exactly what customers receive.
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