The Welcome Wizard Feature



The Welcome Wizard is a great way to introduce newcomers to the platform and point them in the right direction.


But that's not the end of it. The Welcome Wizard is a user interface you could design and shape however you want and lead users through different steps.


The Welcome Wizard is customisable. There are 6 steps you can show to users, 4 of them are completely customisable. By default, there are steps for creating profiles and for adding an organisation. Changes can be done from the Setup Panel.


To illustrate, here's a list of the steps:

  • Step 1: Custom
  • Step 2: Create user profile
  • Step 3: Create organization
  • Step 4: Custom
  • Step 5: Custom
  • Step 6: Custom

Here's an example of a fully functioning Welcome Wizard complete with 5 steps:



If you're wondering what use you could have for such feature, here's a good example of it being used as a funding guide:



If you like to set up one for your platform, follow the steps listed in this article.