An intake asks learners a few questions the first time they log in, like their role or start date, and saves the answers straight to their profile. Great for personalising their learning from day one!
Create an intake
Go to Content > Guidance
Click Create content
Choose Intake
Enter a Content ID and click Save
✏️ Tip
Use a clear Content ID like onboarding-intake-sales, it makes the intake easy to find when you set up automations
Build your intake
Your intake starts with example steps and fields, so you never begin from an empty page. Change anything you like before publishing
Edit the texts
Click a title, subtitle or description in the editor
Type your new text
Click outside the field to keep the change
Use Translation to add the text in other languages
Add a field
Click a dashed dividing line, a + appears
Click the + and choose an input type: Image input, Date input, Text input or Select input
Set up a field
Label: the question learners see
Map to: the profile field where the answer is saved
Required: switch on if learners must fill it in
Change the order
Click the title of a step to show the arrows
Use the arrows to move fields or steps up or down
Save and publish
Go back to the Overview and click Save
Click Publish when your intake is ready
🚧 Be careful
Publishing isn't enough, link the intake to an automation so learners actually get to see it. See Setting up an automation to display the walkthrough and intake
Ask for your own profile fields
Need information that isn't a standard profile field? Create a custom field and map your intake question to it
Go to Settings > Custom fields
Click Add
Enter a Name (learners see this name)
Choose a Type: String (text), Number, Integer (a whole number), Boolean (yes or no), Date, Choice (one option from a list) or Multiple choice (several options from a list)
Tick active and click Save
In your intake, select the new field in Map to flexible field
Custom fields show up under the standard fields in the learner's profile
How learners experience the intake
Learners with access to a walkthrough see the intake right after it
Without a walkthrough, they see the intake on their first login, or when a new intake is added
They can only submit when all required fields are filled in
An intake without required fields can be skipped
Once submitted, the intake doesn't come back, visiting /#/intake takes them to the stream
👀 Good to know
Have more than one intake? Learners see them one after the other and click Next to continue. Everything is submitted at the end, multiple intakes can't be skipped, but non-required fields can stay empty. Publish them in the order you want learners to see them