Invitation

Establish a TCPA-compliant, mobile connection with your customers with our mobile customer onboarding solution.

Turn customer touchpoints into digital connections

With our Invitation engine, you can take an inbound call, a visit to your branch, or even an online application, and turn it into a Customer Feed.

How it works

CONNECTIONS START HERE

Onboarding channels

Invite your customers to turn on their Customer Feed through existing channels:

Web Onboarding

WEB ONBOARDING

Add a new mobile number capture field to your existing web forms, or leverage fields you already have in place to deliver a premier onboarding experience and quickly increase your mobile adoption rate.

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Customer Service Agent Onboarding

CUSTOMER SERVICE
AGENT ONBOARDING

Give your customer service agents the ability to invite customers. Turn any inbound customer service call into a connection with that customer for the life of the relationship.

File Onboarding

FILE ONBOARDING

Upload your existing customer data to quickly and easily jumpstart your connections. Relay will perform an analysis of your data and connect you to customers with a mobile number on file.

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IVR Onboarding

IVR ONBOARDING

Invite customers to connect when they call into your IVR. This is one of the most effective ways to drive onboarding for your new and existing customers.

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API Onboarding

API ONBOARDING

Our suite of APIs means you can onboard customers instantly through your existing marketing automation, CRM or CSP systems.

TCPA COMPLIANCE

We've got you covered

TCPA is top of mind for any business looking to use mobile to communicate with its customers. We keep you compliant with TCPA by managing customers’ communication preferences and opt-ins. We capture, store, and manage mobile consents and provide guidance to ensure the way you capture consent and the messages you send are TCPA compliant.

OUR END-TO-END SOLUTION

Invitation

Collect mobile numbers and consent; activate your connections

Customer Feed™

Send SMS notifications and engage customers with an ongoing feed

CX Builder™

Quickly create and manage automated, guided customer experiences

Integration Suite

Easily integrate with your existing suite of customer engagement tools