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SMS

Welcome SMS

A text message welcoming a new customer and giving them what they need to get started.

Module
SMS
where it lives

What it does

A text message welcoming a new customer and giving them what they need to get started

Carries whatever the customer needs to know at the start of the relationship: a contact number, a portal link, what to expect next. Warm in tone but brief. Sets the right expectations without overwhelming someone who just signed up. Pairs with the longer-form Welcome Email when both channels are used.

When you’d reach for it

  • A home warranty platform uses this when a new policy is activated, giving the customer a number to call for service requests.
  • A pest control company uses this after signup to introduce the customer to their account and explain how recurring visits work.
  • A property management system uses this to welcome new tenants with a maintenance request contact and move-in details.