Onboarding with OneText is fast and easy! Here’s a look at our onboarding process:

1. Sign Your Agreement

   Signing the agreement starts your journey with OneText. After the agreement, you’ll receive an onboarding form where our success team will collect information about your store and setup.

2. Phone Number Provisioning

   Based on your agreement, our team will provision a new phone number for your account—or port your number from your previous SMS provider.

3. Technical Integration

   Connect OneText to your stack via our extensive Integration options:

   • Shopify

   • CRM

     • Klaviyo

     • Sendlane

     • Omnisend

     • Drip

   • Payment Processor

     • PayPal

     • Stripe

     • Authorize.net

     • Maverick

4. Onboarding Call

   Once you agree and fill out the form, you’ll be connected to one of our Customer Success Managers. For this call, make sure to include team members who will use and manage the SMS strategy for your brand. Our success team will introduce them to the platform during this call and complete the technical integration.

5. Migration

   If you are migrating from another SMS platform, our team will help migrate and replicate your flows into the OneText platform, will share best practices to leverage text-to-buy, and will also ensure that your list is 100% synced with OneText. Learn about our Migration process and see how to export your SMS subscribers from any platform.

6. Always in Touch

   Even if you don’t have a dedicated CSM, you’ll get access to a communication channel with our success team, where you can send your questions or receive targeted optimization opportunities identified by our team.

   In your OneText dashboard, you’ll always find a chat widget that connects to our success team and our ever-growing knowledgebase.