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.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article