Customer Onboarding & ManagementPurpose – Automate the delivery of tailored welcome email/SMS sequences to new customers to streamline onboarding, ensure compliance, and boost engagement:
1.2. Automate distribution of unique account activation links, payment instructions, or contract details for suppliers.
1.3. Support retention by automating ongoing engagement messages through pre-built sequences.
1.4. Automate compliance with QoS, opt-in consent, and documentation rules for suppliers and end-users.
Trigger Conditions
2.2. API call on profile creation by sales/partner portal.
2.3. New user record in relevant database or repository.
2.4. Automated import from legacy systems or batch onboarding event.
Platform Variants
3.1. Twilio (Programmable Messaging API)
• Feature/Setting: Automate SMS/MMS sends with phone validation, sender pools; e.g., configure automated POST to /Messages endpoint.
3.2. SendGrid (Mail Send API)
• Feature/Setting: Email Send automation with dynamic templates; POST to /mail/send endpoint with recipient substitution data.
3.3. Mailgun (Messages API)
• Feature/Setting: Automate transactional series with /messages endpoint using batch send and variables for personalisation.
3.4. ActiveCampaign (Automations)
• Feature/Setting: Create automated email/SMS sequence with triggers on contact added to list segment.
3.5. HubSpot (Workflows API)
• Feature/Setting: Automate onboarding emails using workflow triggers “Contact Created” or “Form Submission”.
3.6. Salesforce (Process Builder/Flows)
• Feature/Setting: Automate multi-step email sends, dynamic templates, and logging on “record created” trigger.
3.7. Microsoft Power Automate (Flow)
• Feature/Setting: Automate send of Outlook emails or SMS via connectors; trigger on new row/entity.
3.8. AWS SES (SendEmail API)
• Feature/Setting: Automate bulk onboarding emails with templates via SendEmail or SendTemplatedEmail.
3.9. Google Cloud Functions + Gmail API
• Feature/Setting: Serverless automation of onboarding sequence; function triggers Gmail API for send.
3.10. Klaviyo (Flows)
• Feature/Setting: Automate email/SMS customer onboarding via list entry trigger.
3.11. OneSignal (Notifications API)
• Feature/Setting: Automate SMS/push onboarding sequence via Create Notification POST.
3.12. Pipedrive (Workflow Automation)
• Feature/Setting: On “person created,” automate email via workflow automation or connected service.
3.13. Intercom (Outbound Messages API)
• Feature/Setting: Automate onboarding chat/email/SMS with event-based triggers.
3.14. Customer.io (Campaigns API)
• Feature/Setting: Automate onboarding sequence triggered by new customer profile creation.
3.15. Zoho CRM (Automation Rules)
• Feature/Setting: Workflow automation on new lead/contact, automatedly send SMS/email.
3.16. Freshdesk (Automations)
• Feature/Setting: Automate onboarding notification to new contact via email templates/workflows.
3.17. Mandrill (Transactional Emails via Mailchimp)
• Feature/Setting: Automate stepwise onboading emails using Mandrill API and merge tags.
3.18. Plivo (SMS API)
• Feature/Setting: Automate delivery of onboarding SMS via Message API.
3.19. MessageBird (Flow Builder, SMS API)
• Feature/Setting: Automate onboarding SMS sequences with triggers in Flow Builder.
3.20. Brevo (formerly Sendinblue, Campaigns API)
• Feature/Setting: Automate transactional onboarding emails, SMS with API calls on contact add.
Benefits
4.2. Automation improves deliverability and reduces human error in message timing and content.
4.3. Automating multi-channel sequences drives higher customer satisfaction and information retention.
4.4. Minimizes resource overhead by automating documentation and compliance steps for energy suppliers.
4.5. Automated welcome flows facilitate faster conversion to active, paying users across supply segments.