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.

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Document Automation Made Easy

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.

With this new customer workflow, you can:

Make it easy for customers to register online
Share important information with new customers
Eliminate unnecessary paper documents and postal fees
Automate customer communications

What You Need

Formstack Forms

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.

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Formstack Documents

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.

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InsureSign by Formstack

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.

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Customer Registration Form

To get started with this workflow, simply add this form to your website or email marketing campaign. It's quick and easy for prospective customers to register online, and their form data is instantly routed to your document template. With 50+ integrations, you can even add new customer data to your CRM.

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Volunteer Letter Template

Eliminate the unnecessary trail of paper. With Formstack Documents, new customer registration data automatically populates your welcome letter and prepares it for eSignature. It's easier than ever to can streamline the customer onboarding process and improve customer engagement.

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1

Build

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."

2

Save

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.

3

Deliver

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."

4

Collect

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

5

Map

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.