Send staged onboarding SMS messages to new customers

Your onboarding emails require SMS follow‑up; manual messages delay activation and burden account managers. It sends staged SMS so customers stay informed during activation within days.

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Overview

Manual SMS follow‑up during onboarding steals time from billable work and risks confusing new customers. This workflow extracts contact details from onboarding emails and delivers a staged SMS cadence as emails arrive, ensuring customers get timely status updates within days and freeing account managers to focus on setup.