Customer onboarding journeys
Turn new signups into active customers, not silent accounts.
A timed WhatsApp sequence walks each signup from account created to first value — a welcome message, a short setup checklist, then tips triggered by what they actually do. Teams running onboarding on WhatsApp typically see 90%+ read rates and 2–3× the activation of email-only flows.
2.4× higher activation than email-only onboarding
Journey funnel
welcome message read rate
92%
signups activated within 14 days
34%
activation lift vs email-only
2.4×
Use cases
How customer onboarding journeys teams use InfiQ
Timed welcome series
Schedule day 0, 1, 3 and 7 messages that fire automatically from the moment a signup event hits the API.
Setup checklists
Break setup into 3–5 steps sent one at a time — each reply advances the journey and updates the contact's progress.
Milestone triggers
Send a next-step tip the moment a user completes a key action, or a nudge if 48 hours pass without one.
Behaviour-based branching
Fast movers get advanced tips, stalled users get a simpler path — journeys split on any event or attribute you pass in.
In-chat setup help
A chatbot answers common setup questions instantly and routes stuck users to your team inbox with full journey context.
Activation measurement
Track reads, replies and step completion per message, and see exactly where signups drop out of the journey.
KhataMitra
online
Welcome to KhataMitra
Hi Ramesh, your account is ready. Most shop owners record their first sale within 10 minutes — want a quick walkthrough?10:02
Show me how
I'll explore myself
Great. Step 1 of 3: add your first customer. Tap Parties, then Add party. Takes about 30 seconds — reply DONE when you're finished.10:04
You're on a roll
3 days in, 14 entries recorded. Next step: send your first payment reminder — shop owners using them get paid 2× faster.19:30
Set up reminders
The customer experience
What customer onboarding journeys customers see
Verified business name, rich templates and tap-to-act buttons — a conversation, not a notification.
Recommended products
What powers this for customer onboarding journeys teams
WhatsApp Business API
Get official WhatsApp Business API access with InfiQ, a Meta Business Partner. Fast onboarding, green tick verification and template management.
Explore WhatsApp Business APIChatbots & Automation
Build no-code WhatsApp chatbots with InfiQ. Drag-and-drop flows, AI answers, lead qualification, order tracking and human handoff on the official API.
Explore Chatbots & AutomationShared Team Inbox
InfiQ's shared team inbox puts your whole team on one WhatsApp number. Auto-assignment, labels, private notes, SLA tracking and agent analytics.
Explore Shared Team InboxKeep exploring
Templates and integrations for this workflow
FAQ
Frequently asked questions
Do new signups need to opt in before I can message them?
Yes. Capture WhatsApp consent at signup — a clearly worded checkbox is enough — and InfiQ keeps consent records and audit logs for every contact, with access controls on who can message. Opt-outs are honoured automatically across the whole journey.
Do onboarding messages need Meta template approval?
The welcome message and anything sent outside a 24-hour reply window must use an approved template, usually in the utility category. Approval typically takes minutes to a few hours, and InfiQ flags wording that tends to get rejected before you submit. Replies inside the 24-hour window are free-form.
How do I trigger the journey from my product?
Send signup and milestone events — account created, first login, step completed — to InfiQ's REST API or webhooks, and the journey advances on each one. You can also start journeys from a CRM sync or a CSV import for signups that predate the integration.
How many onboarding messages is too many?
Three to five messages over the first 14 days fits most products: a welcome, two or three setup steps, and one milestone tip. Journeys stop automatically once a user activates, and you can set a back-off rule if two messages in a row go unread.
How do I measure whether onboarding is working?
Pick one activation metric — the first action that predicts retention — and track read, reply and step-completion rates for every message leading to it. InfiQ's journey reports show drop-off at each step, so you know which message to rewrite or retime.
What happens if a user gets stuck or asks a question mid-journey?
Any free-text reply can pause the journey and route the user to a chatbot or your shared team inbox with their progress attached. Once the question is resolved, the journey resumes from the same step instead of starting over.
Send your first message today.
Get set up on the official WhatsApp Business API and go live in 2 hours — with a team that answers when you call.
