Marketing Automation for Customer Onboarding

Your customer onboarding process flow should be extraordinary. These templates will help you onboard new customers to your product or service.

Simple 30 day trial nurture

Activate and convert leads into customers during a 30 day SaaS trial.

Proactively follow up people that search your knowledge base

Find out if your knowledge base is really solving your customers' problems.

Get notified on Slack when a Segment event occurs

This simple journey helps you to find out when someone performs an event that you're tracking in Segment. Stay in the loop so you can take action faster.

Notify your team on Slack when an event occurs in Heap

Find out when someone performs an event that you're tracking in Heap. Stay in the loop so you can take action faster.

Send a Delighted NPS survey five days before the end of a free trial

Increase your conversion rate by sending a Delighted NPS survey to people who trial your product or service.

Airbnb Onboarding

Onboard new customers into your product or service with this Airbnb inspired journey.

Successfully onboard new customers

Ensuring that all new customers are successfully onboarded is one of the most important things a company can do. This journey makes it easy for your team to do just that.

Send a Delighted NPS survey 90 days after someone becomes a customer

A moment of truth in the customer journey is 90 days after someone becomes a customer. This journey helps you to find out how happy your customers are by sending an NPS survey using Delighted.

Send a targeted follow up email when someone clicks a specific link in an email

Send a personalized, targeted follow up email to leads that click a specific call to action in an email.

Send a thank you postcard to NPS promoters

Delight your NPS promoters by sending them a beautiful, personalized postcard in the mail.
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With Autopilot we’ve been able to scale up each time our customer base grows.”

HEAD of customer happiness at oscar razor
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