Welcome learners with a guided start! Set up an automation that unlocks the walkthrough and intake for new learners, for everyone or only for specific groups
What are the walkthrough and intake?
Walkthrough: a short tour that introduces your platform and highlights key features
Intake: a short form that collects profile details, like a profile photo or contract start date
You can show different walkthroughs or intakes to different groups, all with automations
đ Good to know
Read more about the walkthrough and the intake
Create the automation
Go to Control > Behaviour > Automations
Click Create automation
Enter a name, for example Unlock intake for group: Onboarding
Set the event type to Check periodically
Want to target a specific audience? Add a condition, for example Is group with your group for new joiners
Add the action Unlock intake/intro and select the walkthrough or intake you want to show
Click Save, then Activate the automation
âď¸ Tip
Different groups need a different walkthrough or intake? Repeat these steps and change the Is group condition for each audience
Check that it works
Create or pick a test learner in the target group
Log in as the test learner and check that the walkthrough or intake appears, this can take up to an hour because the automation checks periodically
In Behaviour > Automations, open the automation and check its run history
Does the intake collect fields? Submit it and check that the data shows up on the learner's profile
Troubleshooting
Your walkthrough or intake isn't in the dropdown? Check that it's created and published
The learner doesn't see it? Check that they meet the conditions, for example that they're in the target group, and that the automation is active
The learner is in several groups? Review your conditions and decide which automation should apply
đ§ Be careful
Have several automations for the same learners? Make sure only one of them unlocks a given walkthrough or intake, to avoid conflicts