Automating the customer onboarding and capturing missing documents for their dossier

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About Course

This type of automation allows sending all the information that a customer needs after acquiring a product or service almost immediately or at the time you seem appropriate.  You can send this information automatically and in a way that the customers feel comfortable enabling their accounts by themselves. 

Start your communication with a welcome email or welcome kit. Since our automation is 100% configurable, we suggest you include documents and information needed to activate the account, support links, contact information, and everything the user would need to know at first. Additionally, a follow-up link where the user can access a web form to attach more personal information or documents if needed.

Through web forms, users are allowed to complete their dossier by uploading personal documents with the possibility of registering an electronic signature for sworn statements.

In this video, you will learn endless possibilities to structure your onboarding process to an optimal level.

Your systems are checked at all the touchpoints to verify if the user has been complying with your requirements and you can design the steps where you would consider appropriate to scale up the communication to a human.


Not sure where to start? Contact us here for a personalized demo

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What Will You Learn?

  • You will learn how to incorporate electronic signature into your web forms
  • You will learn how to structure your onboarding to optimize overall processes

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