Customer Onboarding Automation

Customer onboarding automation refers to the use of technology solutions that automatically help customers engage with a brand or use a product or service.

What Is Customer Onboarding Automation?

Customer onboarding can take many forms, including inviting a customer to peruse an ecommerce website, engaging a shopper in a product tutorial, or helping a consumer manage their product subscription. Many brands use customer onboarding automation systems to streamline this process. In addition to the time and money it can save a brand to shift from a manual onboarding process to an automated one, brands also stand to gain value-adding features like more personalized customer engagement and more convenient experiences for shoppers. Many customer onboarding automation tools also collect valuable customer data throughout the onboarding process that brands can use to better understand and engage with their customers. Automation, in this way, boosts customer retention by making the brand onboarding process as smooth as possible.

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