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Guidance: Intake

Set up an Intake to collect key profile details from learners on first login.

Marie Xhauflair avatar
Written by Marie Xhauflair
Updated over 3 weeks ago

This article shows you how to create an Intake, add inputs (image, date, text, select), map them to profile fields, preview, and publish. It also covers version history and translations.

Where to create an Intake

  1. Go to Control > Content > Guidance.

  2. Click Create content.

  3. In Select an instruction method, choose Intake.

  4. Enter a Content ID and click Save.

💡 Tip:

Use a clear Content ID like onboarding-intake-sales so it’s easy to target with automations later.

Build your Intake

You build the page in a visual editor. Each input sits inside a “Step” block.

The intake is pre-filled with example steps and fields to save time. You can change any label, mapping, requirement, order, or input type before publishing.

Edit titles, subtitles, and descriptions

Everything you see on the Intake: section titles, subtitles, and descriptions, is editable directly in the editor.

  1. Click the text you want to change in the canvas.

  2. Type your new title, subtitle, or description.

  3. Click outside the field to save the change.

  4. Use the Translation menu to add the same text in other languages

Make changes to the pre-filled Intake

  1. In the editor, click on the dividing lines (dashed lines) and a (+) will appear. Click on it and choose an input type. Available types:

    • Image input

    • Date input

    • Text input

    • Select input

  2. Configure the input:

    • Set the Label (what learners see).

    • Use the Map to dropdown to connect the input to a profile field (for supported inputs).

    • Turn Required on if the field must be completed.

  3. Click the arrows to reorder inputs or steps (appears after clicking on the title of the section)

  4. Once you're done editing, go back to the "Overview" and click Save.

  5. When you're ready for the intake to be live, click Publish!

You still need to link it to an automation before learners can see it!

Good to know 👀

  • If a user can access one or more Intros, the Intake is shown right after the Intro(s).

  1. If a user cannot access an Intro, the Intake is shown on first login (or when an intake is added to the platform).

  2. Users cannot submit an intake without completing all required fields.

  3. A user can skip an intake if it has no required fields.

  4. After submitting an intake, the intake page is no longer accessible. If a user tries to visit /#/intake, they are redirected to the stream.

  5. If a user has access to multiple intakes, they see the first intake and can click next to see the next one.

    • All data is submitted at once at the end of both intakes and the pages are not shown again.

    • Multiple intakes cannot be skipped, but users may leave non-required fields empty.

  6. When you build multiple intakes, push them to the platform in the same order you want learners to see them.

  7. You can create custom fields in the intake. These appear under the standard profile fields in the user profile.

Creating custom registration fields

To have a custom field, ask your service desk or customer success person to set it up first. The information required for this is:

  • Name (of the custom field)

  • Type available:

    • String: textual input.

    • Number: numeric input.

    • Integer: numeric input without commas.

    • Boolean: possibility to give a yes/no answer.

    • Date: date input.

    • Multiple_choice: multiple choices from the options.

    • Choice: single choice from the options.

  • After service desk has added the fields. Add the same field in the "Map to flexible field".

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