Customizing the User Onboarding Process

Owned by joe.pernick (Deactivated)
Last updated: Mar 21, 2024
2 min read

The User Onboarding feature is a way to engage with your users and collect data before they have even joined their first group. This feature allows you to customize the steps the user needs to complete when completing their profile upon logging in for the first time. Additionally, Admins can create multiple User Onboarding processes to give customized experiences to different groups of users.

  1. Click on Admin

  2. Click on the Settings dropdown and select User Onbaordings

  3. We recommend Duplicating the Template Onboarding as this will provide you with a good starting point

    image-20240306-220903.png

  4. Click on Settings to edit the Name, publish the Onboarding and set who the onboarding applies to

    image-20240306-221039.png

  5. Click Save

  6. Within the Onboarding, click Create Onboarding Step or edit a current step by clicking Settings

    image-20240306-221304.png

  7. Within the step, set the Name, add a description in the Subtitle and add a Photo

    image-20240306-221433.png

  8. Click Save

  9. Add the data fields you would like to collect in this step by navigating to the step click Add/Edit Fields

    image-20240306-221646.png

  10. Click Add Field

  11. Select a Database Field to customize what field you would like the user to fill out

  12. Customize the step by changing the Field Label and adding Instructions

    image-20240306-221808.png

  13. Click Save

You can Preview the entire Onboarding or just a single Step at any time.

Please contact support@campusgroups.com with any questions.

 

 

 

 

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