Are you tired of watching your new SaaS users disappear faster than doughnuts in a police station?
Looking for the best SMS templates to onboard and keep your new customers?
You’re in the right place.
We’ll show you some effective SaaS customer onboarding SMS templates. We’ll also help you charm, delight, and engage even the most elusive users.
Buckle up. Let’s revamp your onboarding experience like a boss.
| Learn more about how SMSCountry can help you delight and make your customers love you with our secure, fast and reliable SMS service. |
Customer onboarding SMS templates to provide a remarkable onboarding experience
Onboarding templates are highly effective when engaging new customers.
Here are 10 customer onboarding SMS templates (with samples) to help you provide a remarkable experience to your customers.
1. Welcome message SMS template
Welcome your new user to your SaaS product with a warm and friendly message.
This onboarding template helps new clients and customers know you’re excited to have them on board. It also shows them that you’re there to support them every step of the way.
Template: “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
When a user signs up for your SaaS product, you must verify their phone number with an OTP (One-Time Password).
The key is to apply brevity. Ensure the OTP SMS is clear and concise.
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 has signed up, they must complete their account information.
Send them an SMS reminder to complete this step.
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 example.com to update your account details.”
| Check out our list of the best SMS service providers to serve your customers. See the best OTP SMS providers to send OTPs for your apps. |
4. Feature highlight SMS template
Introduce your new user to some of the key features of your SaaS product. Keep the message short and sweet, and include a link to a video or tutorial.
This text message template will make your customer onboarding a wonderful experience.
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 examplesaas.com/invoicing and tell us what you think.”
5. Support and help SMS template
This can apply when your new user has any problems or needs help. You can let them know that support is just a message away.
Customise this client onboarding template and engage your customers.
Template: “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.”
6. User feedback SMS template
Ask your new user for feedback on their onboarding experience.
This will indicate that you value their opinion and want to improve their experience.
Template: “Thanks for signing up for [SaaS product name]. How was your onboarding experience? On a scale of 1-10, 10 being excellent and 1 being poor.”
Sample SMS: “Thanks for signing up for Acme SaaS. How was your onboarding experience? On a scale of 1-10, 10 being excellent and 1 being poor.”
7. Promotions and discounts SMS template
Offering promotions and discounts to new users can help attract and retain them.
Here’s a template you can use to offer a promotion or discount:
Template: “Hey [FirstName], thank you for signing up for our SaaS product. We’re offering you [promotion/discount]. Use it now and start enjoying our product.”
Sample: “Hey Lisa, thank you for signing up for our SaaS product. We’re offering you 50% off your first month’s subscription. Use it now and start enjoying our product.”
8. User engagement SMS template
Engaging with your users and keeping them interested in your SaaS product is crucial for retention.
Here’s an onboarding template you can tweak to engage your customers:
Template: “Hey [First Name], have you checked out our [new feature/blog post]? It’s a game-changer. Let us know what you think.”
Sample: “Hey James, have you checked out our new analytics feature? It’s a game-changer. Let us know what you think.”
9. Upsell and cross-sell SMS template
Upselling and cross-selling can increase revenue and provide more value to your customers.
Here are some SMS templates you can use to upsell and cross-sell:
Upsell template: “Hi [customer name], we noticed you’re using our [basic plan/service]. Did you know our [premium plan/service] includes [additional features/benefits]? Upgrade now to get more value.”
Sample SMS: “Hi Sarah, we noticed you’re using our basic plan. Did you know our premium plan includes free deliveries this Ramadan? Upgrade now to get more value.”
Cross-sell SMS template: “Hey [customer name], have you tried our [related product/service]? It’s the perfect complement to [current product/service]. Check it out now.”
Sample SMS: “Hey James, have you tried our email marketing tool? It’s the perfect complement to our CRM software. Check it out now.”
This customer onboarding template can boost your sales. Ensure the benefits are clear and relevant to the customer.
10. Renewal and subscription reminders SMS template
Renewals and subscription reminders ensure your customers continue to use and pay for your product/service.
Here are some SMS templates you can use to remind your customers:
Template: “Hi [customer name], just a reminder that your subscription will expire on [date]. Renew now to keep using our product/service.”
Sample: “Hi Jane, just a reminder that your subscription will expire on September 30th, 2023. Renew now to keep using our product/service.”
These customer onboarding templates will enhance your customer relationship.
However, there are vital practices you must follow.
Customer onboarding SMS copy best practices
As you read this, a new customer is signing up for your SaaS product. You want to give them the best onboarding experience possible.
You have the appropriate SMS templates to send. But how do you use these templates effectively? How do you ensure spot-on results?
Let’s show you some best practices that’d make your customers appreciate your business:
- Be concise: Don’t beat around the bush. SMS messages are best served hot and to the point. Keep your message clear and concise.
- Get personal: Use your customers’ names and make them feel like they’re talking to a natural human being and not a robot.
- Give them something to chew on: Offer value to your customers by giving them a helpful tip, a discount code, or some cool features to explore.
- Enhance FOMO: Create a sense of urgency with your message, and make your customers feel like they’re missing out on something unique if they don’t take action.
- Be consistent: Keep your messaging consistent with your brand tone and follow up regularly.
Follow these tips, and your onboarding SMSes will enhance spot-on results.
What’s next?
Check out our list of the best SMS service providers. See the best OTP SMS providers to send OTPs for your apps.
SMSCountry provides simple SMS solutions so you can start messaging your customers right away. Learn more about our SMS services.
