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Customer Onboarding Retail

New customer account creation and welcome journey

Complexity: Simple | Duration: 5-15m | Category: Industry/Retail Ecommerce

Tags: onboarding customer welcome retail

Workflow Diagram​

Steps​

Step 1: Create account​

Agent: customer

service-specialist - Register customer

Step 2: Verify email​

Agent: customer

service-specialist - Confirm address

Step 3: Send welcome​

Agent: notification

specialist - Deliver welcome email

Step 4: Apply promotion​

Agent: marketing

specialist - Add signup offer

Step 5: Introduce features​

Agent: notification

specialist - Send tutorial

Step 6: Set preferences​

Agent: customer

service-specialist - Capture preferences

Step 7: First purchase incentive​

Agent: marketing

specialist - Trigger offer

Usage​

To execute this workflow:

/workflow industry/retail-ecommerce/customer-onboarding-retail.workflow

See other workflows in this category for related automation patterns.