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Onboarding

A Perfect Welcome,
Every Time.

Guide new customers with automated onboarding journeys that answer their questions, reduce support calls, and help them get started faster.
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Automate Your Welcome Experience

Make a great first impression with timely, personalised communications that guide new customers and free up your team.

Create the Perfect Welcome Series

Automatically send a series of helpful, mobile-friendly emails that guide new users through their first few days and weeks.

Answer Questions Before They're Asked

Proactively send information about key steps, like when to expect a first bill or how to set up an account, to reduce confusion and lower calls to your support team.

Personalise Every Message

Personalise Every Message: Use dynamic content to tailor your welcome messages based on a customer's specific plan, location, or the service they signed up for.

Nurture Relationships from the Start

For more complex or long-term onboarding, use sophisticated automation to build trust and guide applicants through their entire journey.

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Guide Applicants Through Big Decisions

We help agencies like Immigration New Zealand nurture thousands of leads at scale, delivering the right information at the right time to guide them on their journey.

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Personalise Based on Detailed Data

Tailor communications based on complex factors like an applicant's occupation, nationality, or visa type to ensure every message is relevant.

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Build a Foundation for Loyalty

Create seamless onboarding experiences that naturally lead into long-term customer loyalty and renewal, like the automated programmes we built for the NZ Automobile Association.

Keep Customers Informed and Connected

Use smart, multi-channel tools to ensure critical information is always delivered and your customer data stays accurate from day one.

Never Lose a Customer to a Typo

If a welcome email bounces, automatically send a TXT message to get the customer's correct details, update your database, and resend the email.

Show Progress on Complex Sign-ups

Keep customers in the loop with automated status updates as their application (e.g., for power or insurance) moves through each stage of the process.

Deliver Must-Have Information

Use Service Messaging to send essential account confirmations and alerts that reach customers even if they've opted out of marketing.

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