Welcome & Overview

We’re so excited to welcome you to nativeMsg! This guide is your step-by-step resource to help you go from kickoff to go-live smoothly and confidently.

You’ll meet your onboarding team, learn what to expect over the next few weeks, and get access to the resources you’ll need for success.

The nativeMsg Experience

At nativeMsg, we help you connect with your customers through intelligent, automated conversations across messaging channels.

Your onboarding journey focuses on three things:

1. Getting your account ready
2. Setting up your messaging experience
3. Launching your first campaign with confidence

💡 Think of this guide as a roadmap. We’ll show you what to expect, what we’ll handle, and what we’ll need from you.

Access Your nativeMsg Team

Role	Name	What They Do
Customer Success	[e-mail]	Onboarding, Questions, & Technical Support

What to Expect

Phase	Description	Outcome
Phase 1 — Kickoff & Alignment	Meet your Customer Success Manager, confirm goals, and align on scope, and deliverables.	Shared success plan and kickoff call complete.
Phase 2 — Setup & Configuration	Our team helps you connect systems, verify domains, and ensure compliance with carrier and brand requirements.	Your environment is configured and verified.
Phase 3 — Validation & Testing	Together we validate message flows, templates, and opt-in experiences before launch.	Campaigns tested and approved for launch.
Phase 4 — Launch & Optimization	You go live! We monitor delivery, engagement, and performance, then refine for success.	Successful campaign launch and ongoing support.

Get Started

• Schedule your kickoff call
• Decide who will be your key team contacts
• Gather your brand assets (logo, links, sample messages) and submit them

✅ Once these are complete, your onboarding officially begins!

Communication & Updates

We believe communication should be simple, clear, and proactive. Here’s how we’ll keep in touch during onboarding:

Channel	Purpose	Frequency
Email	Updates & Task Followups	Ongoing
Check-In Calls	Progress Tracking	Weekly
Slack (Enterprise)	Quick Collaboration	As Needed

Helpful Resources

Resource	Description	Link
nativeMsg Help Center	Guides & FAQs	https://nativemsg.com/category/resources/