SMS Marketing for Customer Onboarding

Use two-way SMS to welcome new customers, share next steps, and build lasting relationships with automated onboarding campaigns.

Built for Customer Onboarding

  • Send welcome messages, account details, and quick-start guides from your business number

  • Automate onboarding workflows with reminders, tips, and support check-ins

  • Segment by customer type, product purchased, or onboarding stage for personalized guidance

  • Connect CRM, POS, or support systems so customer records and communications stay aligned

Launch SMS That Customers Actually Read

First impressions matter. SMS ensures welcome messages, setup instructions, and reminders are seen immediately, reducing churn and boosting customer satisfaction.

98%

of texts are read immediately

95%

of texts are read within 3 minutes

SMS boosts engagement during onboarding compared to email alone

Everything You Need to Scale SMS

Campaigns and Keywords

Grow opt-ins during sign-ups or purchases. Use keywords for different products or services, and send onboarding instructions, surveys, and offers while tracking responses.

Reminders and After-Hours Auto-Replies

Send reminders for account setup, training sessions, or first-use milestones. After-hours auto-replies confirm inquiries, collect details, and share helpful resources until staff follow up.

Mobile App, Reporting, and Integrations

Teams never miss an onboarding question with the mobile app. Track replies, completions, and customer feedback, and sync seamlessly with CRM or support platforms.

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OUR BLOG

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Everything You Need to Text at Scale

  • Textellent Messenger

    The Textellent Messenger is a Chrome extension that lets your team text inside the apps you already use—no code, no tab-switching. View full conversation history, reuse approved templates and media, and keep replies organized in a shared inbox.

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  • Integrate SMS

    Textellent integrates with 800+ apps—CRMs, schedulers, forms, and payment platforms—so data flows in and texts go out at the perfect moment. Map fields once, tag contacts consistently, and keep systems in sync.

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  • Automations

    Turn common events into automatic SMS touchpoints: new leads, appointments, payments, status changes, and more. Build simple, rules-based flows that send the right text and follow-ups without manual work.

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  • Franchisor Module

    The Franchisor Module gives franchisors clear visibility across locations while empowering franchisees to execute consistent, on-brand texting that drives growth. Scale what works and spot where support is needed—fast.

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  • AI Rewriter & Translate

    Instantly polish your texts and translate them into different languages, making communication faster and more accessible.

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  • Mobile App

    Keep conversations moving on the go. The Textellent Mobile app brings your shared inbox to iOS & Android with real-time push notifications, quick-reply templates and media, conversation assignment, and full sync to your CRM—so nothing slips through when you’re away from your desk.

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Turn Texts Into Stronger First Impressions and Loyal Customers

FAQs About SMS Marketing for Customer Onboarding

How can SMS help with onboarding?
You can welcome new customers, share setup steps, remind them of next actions, and check in to ensure they’re getting value from your product or service.
How quickly do customers engage with onboarding texts? +
Most texts are read within minutes, making SMS one of the fastest ways to guide new customers through onboarding.
Can we use our existing business number? +
Yes. You can text-enable your existing number so welcome and onboarding messages come from a familiar, trusted line.
How do after-hours auto-replies work? +
Auto-replies confirm receipt of customer inquiries after hours, share helpful resources, and let them know when to expect a response.
Can we segment onboarding campaigns and track results? +
Yes. Segment by product, service type, or onboarding stage. Track completions, customer satisfaction, and ROI.
Does this integrate with CRM or support platforms? +
Textellent integrates with CRMs, POS, and support systems to sync onboarding steps, customer records, and communications automatically.
What about compliance and opt-in or opt-out? +
Customers opt in during sign-up or purchase. Each SMS includes opt-out instructions, and STOP and HELP requests are processed automatically for compliance.
Can we try Textellent for free? +
Yes. Businesses can start with a 14-day free trial to test onboarding campaigns and workflows before upgrading.