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 User Onboardings
Click Create Onboarding
You can quickly create an onboarding by giving it a Name and clicking Save.
You can also add in a Redirect URL to send your newly onboarded users to a specific page in or outside of your platform.
Skip toggling Published on for now, we’ll come back to it when everything is ready!
Add Onboarding Steps
Click the name of your User Onboarding
Click Create Onboarding Step
To set up an Onboarding Step you only need to add a name and set a Step type then click Save
Profile steps let you add Fields allowing users to provide information for their profiles.
Privacy Step types will allow a user to review their Privacy Settings
Subtitles can give more information on a step
Adding a Photo can help bring each step to life and show off your branding. Photos display vertically on the left half of each step.
If you miss a step on the process you can change the Ordering here or drag steps around after they are created.
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
You can set up an Onboarding Step just by selecting a Database Field. Steps can also be customized 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.
Launching your Onboarding
Head back to User Onboardings
If you do not need to set up who will see this Onboarding, click Published in the Onboarding‘s Panel
If you will only be using this for a specific group of users click the Settings button in the Onboarding’s panel and click Access Rights. Select the group of users to give access to and click Save
Please contact firstname.lastname@example.org with any questions.