Automated Onboarding

Automated playbooks are nothing but set of actions that needs to be taken for repeatable processes. The main aim of having a playbook is to establish a scalable customer success process

• Use prebuilt email templates/ tutorials to get your automated onboarding started
• Segment your customers
• Automate the transactional emails based on the segments
• Establish product adoption milestones to monitor the progress of the account
• Create risk alerts in case any user misses a milestone
• Proactive and timely outreach in the event that a customer falls behind on their path

In automated onboarding, we use automated playbooks to guide the user through the onboarding process. This helps lessen the onboarding time by sending risk alerts through playbooks and journeys. Triggers automatic onboarding messages like welcome email, training and learning resources.