New Starter/Client Onboarding Workflow

The New Starter Onboarding solution takes the pressure and long contact hours off of getting a new starter or client up to speed with how your business runs things. Our solution automates premade campaigns to trigger in a workflow of your creation. The New Starter Onboarding solution is here to make sure that important company information, articles, employee documents, pdfs and brochures reaches your new starter. All you need to do the new starter’s email address into an online form and the rest is taken care of by our system.

What we need from you

1.  Username
2.  Workflow time frames
3.  Amount of campaigns to be scheduled
4.  Form, either premade or provide details for us to create it

What we do

1. Configure and activate the onboarding workflow
2. Build out and connect the online form to the automation
3. Configure actions in the form

Interested? Get in contact with your Account Manager or email in to Delivery Services for more information.