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Setting up the Automations for Intro and Intake
Setting up the Automations for Intro and Intake

Setting up Intro and Intake in your platform

Sila avatar
Written by Sila
Updated over a year ago

The Intro and Intake are pages you can welcome your learner when they first visit your platform.

  • The Intro consists of a few slides to introduce the platform to your learner. This is the place where you can highlight certain features you want your users to know and give a short general introduction.

  • In the Intake, you can ask your learner to fill in profile details, such as a profile photo or contract start date.


Set up Automations for your Intro and Intakes 🤓

It is possible to create one or more Intros/Intakes. You can also show a different intro/intake per user group through TinQwise Control and the Automations engine.

Set up automations if you have multiple intros/intakes and differentiate between groups.

For example, you can create an automation for learners in a specific group to see the intake. To create this automation:

Step 1. Go to the TinQwise Control.

Step 2. Click on Behaviour and navigate to the Automations tab.

Step 3. Create a new automation, event type: User registered

Step 4. Set up the condition you need. For example, "Is group" > select the targeted group.

This condition will allow the automation to be applied only for the specific group you choose.
Step 5. Add the action: "Unlock intake/intro". Find the Intro/Intake from the dropdown menu.

Press save.

Step 6. Save and activate your automation.

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