Onboarding Checklists

Streamlined User Activation Process

  • Increases user engagement from day one
  • Reduces time-to-value for new participants
  • Improves overall program adoption rates

Personalized welcome message sets expectations

Step-by-step guided tour of key features

Interactive tutorials enhance feature understanding

Personalized User Greeting

Create a positive first impression to boost engagement

  • Customize greetings based on user segments
  • Highlight key benefits of the program
  • Set clear expectations for next steps
  • Incorporate branding elements for recognition

Guided Setup Process

Ensure users complete critical setup tasks

  • Define key onboarding steps and milestones
  • Track progress through onboarding stages
  • Provide contextual help at each step
  • Celebrate completion of onboarding process

High-Visibility Announcements

Communicate critical information effectively to users

  • Create eye-catching, dismissible notifications
  • Schedule banners for specific time periods
  • Target banners to relevant user segments
  • Track banner engagement and effectiveness

Tailored Learning Experiences

Accelerate proficiency with customized guidance

  • Design interactive, step-by-step tutorials
  • Create content based on user role/preferences
  • Incorporate multimedia elements for engagement
  • Provide immediate feedback and progression
Integrations

Offer Seamless Cross-Channel Experiences

Integrate with your specific technology stack across channels. Flexible APIs and connectors enable integration with popular CRMs, ESPs, e-commerce platforms, POS systems, mobile apps, and unique channels.