What does the customer onboarding process involve?
Here are the most common steps of the customer onboarding process:
- Customer signup
- Welcome email
- First login
- Invitations, data importing, etc.
- Followup emails
Does the template allow to track the onboarding process?
Yes, the template offers a Kanban board to track the onboarding process throughout the steps involved.
Do I need a Softr account to use the template?
As soon as you click the Use the template button, you'll be immediately taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first (a Free account will work just fine).
Can I use the Customer Onboarding template with a free Softr account?
All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need to have full Memberships access.