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Customer Onboarding SMS Templates: Enhancing the User Experience

kokou adzo



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In today’s competitive business landscape, providing an exceptional customer onboarding experience is crucial for the success and retention of SaaS customers.

One effective way to engage and delight new users is through the use of SMS templates.

 These templates not only simplify customer communication but also ensure that the right information is shared at the right time throughout the customer’s journey. 

One should begin the onboarding with an OTP SMS using the best OTP service provider.

In this article, we will explore various customer onboarding SMS templates and best practices to revamp your onboarding experience like a boss.

The Power of SMS Templates in Customer Onboarding

When a new customer joins your SaaS product, the initial messages they receive play a crucial role in setting the tone of their experience.

These messages should not only convey a warm welcome but also provide valuable information about your product and its benefits.

By using SMS templates with an SMS API provider, you can streamline the process of generating new content for messages, organize the information you want to share, and ensure that messages are sent at the appropriate times during the customer journey.

Let’s dive into some key customer onboarding SMS templates that can help you create a remarkable experience for your new users.

1. Welcome Message SMS Template

A warm and friendly welcome message sets the stage for a positive onboarding experience. It shows your new customers that you are excited to have them on board and ready to support them every step of the way. Here’s a template you can use:

“Hi [first name], welcome to [SaaS product name]. We’re thrilled to have you on board. Got questions? Please reply to this message, and we’ll get back to you.”

Sample SMS: “Hi Sarah, welcome to TelebuOne. We’re thrilled to have you on board. Got questions? Please reply to this message, and we’ll get back to you.”

2. OTP SMS Template

Verifying a user’s phone number with a One-Time Password (OTP) is a crucial step in the onboarding process. Keep the OTP SMS clear and concise using this template:

“Your OTP for [SaaS product name] is [OTP]. Please enter this on the verification screen to complete your account setup.”

Sample SMS: “Your OTP for Acme SaaS is 123456. Please enter this on the verification screen to complete your account setup.”

3. Account Information SMS Template

After a user signs up, it is essential for them to complete their account information. Send them an SMS reminder to complete this step using the following template:

“Hi [first name], just a quick reminder to complete your account information. Click here [URL] to update your account details.”

Sample SMS: “Hi Sarah, just a quick reminder to complete your account information. Click here to update your account details.”

4. Feature Highlight SMS Template

Introduce your new user to key features of your SaaS product in a short and sweet message. Include a link to a video or tutorial for more information. Use this template:

“Did you know that [feature name] can save you [X] hours per week? Check it out here [URL] and tell us what you think.”

Sample SMS: “Did you know our invoicing feature can save you 5 hours weekly? Check it out here and tell us what you think.”

5. Support and Help SMS Template

Let your new users know that support is just a message away. Customize this template to cater to their specific needs:

“Need help with [specific issue]? Reply to this message. We’ll gladly assist you.”

Sample SMS: “Need help setting up your payment details? Reply to this message. We’ll gladly assist you.”

These templates provide a solid foundation for engaging and guiding your new SaaS customers. However, to make the most of your onboarding SMS, there are some best practices you should follow.

Best Practices for Effective Onboarding SMS

To ensure that your onboarding SMS (A2P messaging) including OTP SMS yield spot-on results, consider the following best practices:

1. Be Concise

SMS messages are best served hot and to the point. Avoid beating around the bush and keep your messages clear and concise. This allows your users to quickly grasp the information you’re conveying.

2. Personalize Your Messages

Make your customers feel valued by using their names in the messages. This personal touch helps create a connection and makes them feel like they are talking to a real person rather than a robot.

3. Offer Value

Provide value to your customers by offering helpful tips, discount codes, or highlighting cool features they can explore. This demonstrates your commitment to their success and enhances their onboarding experience.

4. Create a Sense of Urgency

To encourage immediate action, create a sense of urgency in your messages. Make your customers feel like they would miss out on something unique if they don’t take action promptly. This can be achieved by offering limited-time promotions or exclusive benefits.

5. Maintain Consistency

Keep your messaging consistent with your brand tone and style. This helps create a cohesive and recognizable experience for your customers. Additionally, follow up regularly to stay engaged with your users throughout their onboarding journey.

By following these best practices, you can enhance your customer onboarding process and ensure a positive user experience. However, leveraging the full potential of SMS templates for customer onboarding requires a reliable and efficient SMS service provider.

Upgrade Your Customer Onboarding with Message Central

To deliver a wonderful first impression to your new customers, consider using Message Central’s SMS services and templates.

Message Central has Verify Now – one of the best OTP service providers and Message Now – the best SMS API provider. The platform offers a powerful, fast, secure, and reliable solutions that can help you engage and delight your new users. With 24/7 customer support, you can be confident in receiving quick and efficient solutions to any problems you may encounter.

You can sign up for free or talk to the team at Message Central. Don’t miss out on the opportunity to leave a lasting impression on your new customers and enhance your customer relationship.

RCS for the Win

If you are using RCS, you’ll be able to add images, GIFs and videos with CTA to your messages making them much more effective. If you are getting sent as SMS via server as read receipt, you can refer to our guide – What does sent as SMS via server mean?


Kokou Adzo is the editor and author of He is passionate about business and tech, and brings you the latest Startup news and information. He graduated from university of Siena (Italy) and Rennes (France) in Communications and Political Science with a Master's Degree. He manages the editorial operations at

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