Available with any of the following subscriptions, except where noted:
- OurPeople Reach
- OurPeople Communicate
The Onboarding Welcome Message feature streamlines the orientation process for new users by delivering a welcome message directly to their OurPeople app. This ensures a consistent and engaging onboarding experience. Additionally, the ability to customize and track the message's effectiveness enables continuous onboarding process improvement.
Steps to Create an Onboarding Broadcast:
1. Click "Onboarding".
2. You'll first see the "Progress" Screen, Click on "Configure" to create or change your Onboarding Message.
3. From here you can choose to Enable or Disable the Onboarding Message. You will also have the full preview of your message below.
4. Click "Add content" to Add additional Cards to your Message.
5. You will have access to the same Cards that are in your Broadcast Builder.
6. Click on the Title to give your New Hire a proper Welcome Title.
7. Just like your Broadcast you can adjust the order of your Cards.
8. Each Card will allow you the same edit abilities as a Broadcast as well.
9. Once the Message is complete anyone new to OurPeople will receive this Broadcast without a touch of a button!
10. From the Progress Screen you will be able to view the Report of this Broadcast by clicking on the "Report" button.
11. From here you'll be able to view the report just like any Broadcast and see the engagement on each card. This is also where you will view responses for the "Feedback" Cards used.
12. Additionally, by going into the Persons Profile you will see their progress and if they viewed the Onboarding Message.
13. You also have the "View Report" button to take you to the Broadcast Report Page.
14. Onboarding Message: This message waits on the Home Screen of all new People.
15. Best Practice Tip: Ask and gather feedback about your onboarding and how you can improve your Message with the new hires!
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