User Onboarding & Account Activation

Guide new users from registration and verification to their first successful use.

OnboardingActivationVerification

Imagine someone signs up for a new business banking platform.

After registration:

Sender: FlowBank

Hi James, your FlowBank account has been created. Verify your phone number to activate your account: emisri.link/verify/48291

After verification:

Your FlowBank account is now active. Complete your business profile to get started: emisri.link/profile/48291

Once the profile is complete, that customer should move on to the next stage rather than continue receiving the same onboarding reminder.

Onboarding depends on what the customer has already done

A new user might be:

1Registered but not verifiedSend verification message.

2Verified but profile incomplete Send completion reminder.

3Profile complete but no first transactionIntroduce the next relevant action.

4Fully activatedRemove them from the onboarding journey.

This makes onboarding communication responsive rather than a fixed sequence of messages sent to everyone.

A practical SaaS example

Sender: FlowDesk

Hi James, welcome to FlowDesk. Your account is ready. Create your first workspace here: emisri.link/start/9182

If the customer does not complete setup, a follow-up can remind them.

If they do complete it, the onboarding journey can end or move to a different communication path.

Where Emisri fits

Emisri can trigger SMS from account events, personalise messages with customer information, provide Smart URLs for the next onboarding action, and use journeys to respond to customer progress.

Common applications

Saas

Guide new users through signup

Fintech

Confirm identity, and verify accounts

E-commerce

Welcome new customers

Telecommunications

· Guide customers through registration

All Use Cases OTP, Authentication & Verification SMS Marketing Campaigns

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