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.

New Release

Successfully onboard new Mailchimp subscribers

Ensure every new Mailchimp subscriber has an incredible onboarding experience.

Enrolment Waitlist

Manage waitlisted enrolments and send them yearly updates.

Onboarding a New User with Drift

Onboard your new Drift contacts and stay top of mind with regular touch points.

Onboarding a New Intercom User

Onboard your new Intercom users and stay top of mind with regular touch points.

Using Multiple Languages in Headsup Messages

Engage with your customers in their own language by sending personalized Headsup messages to contacts based on the dominant language in their region.

SaaS-Based Vertical Onboarding

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

Welcome Series

Successfully welcome new customers to your product, and help them get started.

Activation Nudges

Encourage your contacts to take the next step in setting up their account.

Onboarding Using Drip Emails After Account Confirmation

This is the first of three onboarding journeys from Blys, where it focuses on a drip campaign.

Checking In After First Job

This is the second of three onboarding journeys from Blys, focussing on checking in with the therapist after their first job.
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