Customize your onboarding

Create a thoughtful onboarding that's perfectly tailored to your community.

Updated over a week ago

Create a customizable onboarding flow in your community by asking onboarding questions, giving them the option to join other groups, asking their socials, and more! 😊

How to Customize Your Onboarding

  1. Go to Settings by clicking on your name and profile pic in the lower left corner.

  2. Click Onboarding Setup. By default, the onboarding setup is visible only for the admins. You can adjust role settings if you want to allow other roles to be able to update your onboarding setting.

  3. You have the option to create and ask different questions, which group they want to join, have the intro post to automatically reflect in the introductions channel β€” or whichever channel you like, share social links, and have them read your community's code of conduct.

  4. Click on the 'Preview' button to be taken through the onboarding flow.

  5. Click 'Save' at the top of the page to save any changes.

Setting Up Onboarding Questions

You can set up onboarding questions to be required, to include the answers in their bio, or to be kept private.

To add a new question, click on the 'Add Question' button. To delete a question, click on the X to the right of the question.

After making any changes, be sure to save your work by scrolling up to click on the 'Save' button. Alternatively, you can also preview the onboarding flow before deciding to save.

If you select the 'Private' option, the answers will be available on a CSV in Settings > All Users > Download CSV or you can expand the user profile on your All Users pages.

Set Up Groups in Onboarding

You can prompt users to join a group when they join the community.

  1. Click on 'Add Group'

  2. Select the group you want to prompt them to join.

    • Note: This will only work if you have a group with subgroups. You can double-check from Settings > Manage Groups.

  3. Choose if you want to give them a single select or multi-select choice.

  4. Type in your question.

  5. Scroll up to Save.

Frequently Asked Questions

Can I add geo-location to onboarding?

Yes you can! At the bottom of the onboarding profile setup, toggle on "Location"

Can I choose to post intro answers in more than one channel?

Unfortunately, not at this time.

Can I turn intro posts in threads off?

Yes, toggle the Intros Channel button off.

What social links can be included in the Onboarding Setup?

LinkedIn, Instagram, Twitter, Website, and Calendar.

How can I include a welcome video in my onboarding flow?

Toggle the Video button on, and then add a link to your onboarding video.

Is it possible to have a code of conduct or terms and conditions when someone signs up?

Yes, click the Code of Conduct button to toggle it on. Then select the doc you want to use as your code of conduct. Members will be prompted to agree to the terms before completing the sign up. You can preview how it will look by scrolling to the top of the page and then clicking on Preview.

Where can I find the answers to private onboarding questions?

The answers to private onboarding questions can be found in Settings > All Users > Download CSV.

How can I make members join a group when onboarding?


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