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Telvanta
ONBOARD CUSTOMERS

Welcome & Educate.
Make every customer
feel at home from day one.

Send the right welcome message, share helpful resources and guide customers to quick wins—so they learn faster, activate sooner and stay longer.

  • Personalized welcome messages at scale
  • Share guides, videos and how-to resources
  • Drive first actions with smart nudges
  • Track engagement and measure activation
A welcome hub wiring six onboarding channels into one customer — personalized welcome emails, quick start SMS reminders, WhatsApp next steps, a knowledge base of guides and FAQs, in-app tips and short video tutorials — with the goal of activating customers and driving first value, beside a Welcome Email Preview addressed to Sarah listing connect your first channel, invite your team and create your first campaign.

How Welcome & Educate works

1. Send a Warm Welcome

Deliver personalized welcome messages across the right channels instantly.

2. Share & Educate

Provide guides, checklists, videos and resources to help customers learn.

3. Drive First Actions

Use smart nudges and CTAs to help customers take the right first steps.

4. Track Engagement

Monitor opens, clicks and interactions in real-time.

5. Improve Activation

Identify what works, optimize your journey and improve customer activation.

What you can send
Welcome EmailsIntroduce your product and key benefits.
WhatsApp MessagesShare quick tips and getting started links.
In-App MessagesHighlight important actions and updates.
Guides & ChecklistsStep-by-step resources to help them succeed.
Video TutorialsShort videos for faster understanding.
FAQs & Help ArticlesAnswer common questions upfront.
Example customer journey
Signs Up
Welcome Email
Explore Resources
Takes First Action
Gets Value Faster
Becomes a Loyal Customer
Welcome Campaign console: delivery stats, an engagement-over-time chart and the top performing messages.

AI makes onboarding smarter

Telvanta.ai uses AI to engage every customer with the right message at the right time.
Best Time to SendAI predicts the perfect time for higher engagement.
Content RecommendationsAI suggests the most relevant resources based on customer behavior.
Smart SegmentationAI groups users and tailors messages for better activation.

Why Welcome & Educate matters

60%

Increase in Activation

Customers who receive a welcome journey activate 60% more.

3X

Faster Time to Value

Onboarded customers reach first value up to 3X faster.

35%

Higher Retention

Strong onboarding improves retention by 35%.

Stronger Loyalty

Educated customers are more satisfied and loyal.

More Revenue

Activated customers convert, upgrade and refer more.

Make every first interaction count.Welcome. Educate. Activate.

Create meaningful onboarding experiences that turn new customers into long-term success stories.