Texting for customer success and onboarding.
Welcome new customers, check in at the moments that matter, start renewals early and win back past customers.
What teams use it for
Onboarding
A first-month sequence of check-ins, all from one number.
Renewals
Start the renewal conversation a month before the date.
Win-back
Reopen the conversation with past customers who agreed to hear from you.
- Text
Welcome to {{Company}}, {{First name}}. I’m Sam, your contact here. Text this number any time.
- Wait
3 days
- Text
How is setup going? Anything I can help with this week?
- Wait
14 days
- Text
Two weeks in. Is {{Product}} doing what you needed?
Until a person replies, each text ends with: Msg frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help.
Consent, opt-outs and registered numbers are built in.
- Texts go only to people with a consent record, and you confirm consent at every import, push and launch.
- Every text carries the registered opt-out line until someone replies. STOP or ARRET ends texts at once.
- One shared inbox keeps the whole history for whoever on the team picks up the reply.
Built around the rules for texting the US and Canada.
Questions.
Can I text customers who signed a contract?
When they agreed to texts, yes. In Canada, CASL also allows implied consent for two years after a purchase, with conditions.
Will the same person hear from the same number?
Yes. Each contact stays on the number that first texted them.
Set up your first sequence.
Apply in two minutes. We handle carrier registration for you.