interactive onboarding | Voters

interactive onboarding

under review

interactive onboarding to explain each feature in a short pop up bubble

May 18, 2022

AJ Joshi

We would love the ability of directing users to a video after signing up and then to various sections explaining all features so we can control / explain the communities and groups for those users specifically

WebMyMoney Administrator

woould be very nice

Iver Aune

https://ideas.gohighlevel.com/saas/p/customize-launchpad

Abdel Weston

it would be great if we have the ability to customize it, since we don't have only clients who speak english and we do not use the platform only as a blank platform , we need customers to connect their social account to the social planner and other stuff

basically we will need the features of userguiding.com so we can be free to customize the onboarding

Devon Smart

please let this be all over the application not just the crm. This would be amazing on things like memberships, communities, funnels etc

Scott Curts

Oh I so want this. I'm looking at 3rd party software that offers this, but, it would be so easy for GHL to implement it.

Alex Zalamov

This is a must. Maybe there could even be a toggle button to enable or disable this depending on if the user wants to see it.

Dave Yandel

yes! this would be awesome

Babak Bavardi

Any updates on this?

Babak Bavardi

We really need the onboarding integration to be streamlined...
Why can't we have all the integrations in the same spot?
We currently have to go to domains for domain integration.
Then integration settings.
Then marketing tab to connect socials.
Then profile settings for Google two way connection.
Then we have to connect calendar to Gmail. 
While this is not an issue for us, it is 100% an issue for clients. Because we cannot have them use SaaS without onboarding them. There's a lot of little settings and tweaks that we have to make....
All of this can be prevented if all integration settings were in one spot or if we didn't have to connect same apps multiple times...

Keith Besherse

Babak Bavardi: Yes. Integrations should equal all integrations.

G J

Better interactive onboarding is a must. It reduces stress on new agencies needing help to onboard clients and provides a standard experience to clients across the platform - for both new and experienced agencies alike.

vcita.com do a better job at onboarding natively within the app. So that can be a guide to implement a similar solution.

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