Welcome new students to your CampusGroups platform with the same excitement you have welcoming them to campus with User Onboardings!
User Onboardings are a way to build engagement and connection with your users before they’ve even joined their first group.
Multiple User Onboardings can be created to give customized experiences to different groups of users.
Create a User Onboarding
Click on Admin
Click on the User Onboardings dropdown and select Create Onboarding (we also recommend duplicating the Template Onboarding)
Create an onboarding by giving it a Name (once you have finalized you User Onboarding, be sure to come back to publish the onboarding by toggling to Yes)
Add Onboarding Steps
Click the name of your User Onboarding
Click Create Onboarding Step (or click on Settings to edit an existing step)
Add a Name
Add a Subtitle - this provides more details on the step
Select the Step type
Profile steps let you add Fields allowing users to provide information for their profiles.
Privacy Settings step types will allow a user to review their Privacy Settings\
Add a Photo - help bring each step to life and show off your branding. Photos display vertically on the left half of each step
Add Fields to Steps
Choose from a wide variety of preset Fields or add in any Custom User Fields that have been created. To learn how to make Custom Fields check out our Help Guide on Creating and Uploading Custom Fields
Navigate to the step you would like to add fields to and 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 (Privacy steps do not need additional setup)
You can Preview the entire Onboarding or just a single Step at any time.
Please contact firstname.lastname@example.org with any questions.