New Customer Welcome Letter Workflow
Upgrade your customer onboarding process and improve engagement by welcoming customers as soon as they register with your organization or make a purchase.
Your customers are your top priority. It's important that you regularly send them clear communications so they remain engaged and loyal to your organization. Kick that engagement off right with this new customer welcome letter workflow. Simply embed the customer registration form on your site to easily collect information from new customers and interested buyers. Connect this form to the new customer welcome letter template in your Formstack Documents account. Then, data from the customer registration form will automatically populate and send new customers a letter to acquaint them with your organization.
Getting started with this automated workflow is a breeze using Formstack Forms. Features like our drag-and-drop form builder, Theme Editor, Conditional Logic, and add-ons help you create professional looking forms with ease. Simply add this template to your Formstack Forms account to start gathering data you need.
With Formstack Documents, generating PDFs or Microsoft documents is a breeze. Formstack Documents makes it easy to auto-populate professional documents with form data, send customizable email notifications, and more. Simply add this new customer welcome letter to your Formstack Documents account to get started.
Need your sales team lead to review and sign your new customer welcome letters? With Formstack Documents and InsureSign by Formstack, it's easier than ever to populate documents and collect electronic signatures on your documents. Take advantage of advanced features such as delayed delivery, customized emails, and more. Connect with any of our other eSignature integrations.
Log in to your Formstack Documents account, and select the new customer welcome letter from the list of templates. Next, you'll need to identify where your data is coming from. Select "Use a data collection form."
Store and organize your documents using our cloud storage tool, Stash by Formstack. Choose the "Save my documents in Stash" option, or integrate with other cloud storage tools under the "Deliver" tab.
Navigate to the "Deliver" tab to prepare your document for signing. To set up your InsureSign delivery, select "InsureSign by Formstack." Customize options to "Delay other deliveries until signing is complete."
Next, log in to Formstack to connect your customer registration template. Under "Settings," select "Integrations." Choose the Formstack Documents integration and select your new customer welcome letter template from the list of documents
Review all fields to ensure your Formstack data is correctly mapped to your volunteer letter template. Turn on your workflow, and send customers your link to start automatically populating your letter template.
Ready to get started?
Get access to this customer registration template and other business operation forms by starting a free trial.
Try It Free