You only get one chance to make a first impression
Customer onboarding is something you need to get right—every time. Create personalized welcome flows that ensure new customers are set up correctly and are comfortable taking their first steps.
Loved by marketers and developers alike
Meet customers where they are
Harness the power of multi-channel messaging to deliver a more memorable hello and drive the right actions throughout the customer journey.
In-app: get people to take action when they’re already engaged with onboarding
Email: capture attention in the inbox to nudge customers back into onboarding
SMS: when you need to get people to act immediately, break through the noise with a text message
Push: once you have their permission, use push notifications to stay top-of-mind in the early days of onboarding
Deliver experiences that stick
Customers expect an experience personalized just for them, especially during onboarding.
Show customers you know them
Use real-time data to personalize your message and reach them at the right time—in their time zone.
Adjust the journey based on actions
Avoid reminding customers about taking actions in the product they have already completed.
Boost engagement with your new fans
Use branches and triggers so you only send messages about the next steps users need to take during onboarding.
Focus on key actions: use your product data to trigger messages that nudge customers toward activities that matter
Celebrate milestones: trigger timely, targeted messages that reinforce customer achievements
Optimize your efforts: set up A/B or multivariate testing to improve the onboarding experience
Customer onboarding strategies
Explore more use cases and best practices to welcome new customers.
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Create personalized onboarding flows by lead type
Supercharge your messaging automation
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