Customizing the User Onboarding Process
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.
Click on Admin
Click on the Settings dropdown and select User Onbaordings
We recommend Duplicating the Template Onboarding as this will provide you with a good starting point
Click on Settings to edit the Name, publish the Onboarding and set who the onboarding applies to
Click Save
Within the Onboarding, click Create Onboarding Step or edit a current step by clicking Settings
Within the step, set the Name, add a description in the Subtitle and add a Photo
Click Save
Add the data fields you would like to collect in this step by navigating to the step click Add/Edit Fields
Click Add Field
Select a Database Field to customize what field you would like the user to fill out
Customize the step by changing the Field Label and adding Instructions
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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