To create a default Newbies Onboarding dashboard, you need to take a few steps:
1. Create your journeys and add the activities
2. Create all widgets in your Discovery stream
Spotlighted activity(ies) by period
Featured activities per period
Magic wall(s) per period
Journey slider
Journey overviews
Put these widgets in the Discovery stream in order of preference.
3. Define Automations to show and hide the journeys and widgets during periods and unlock activities. In addition to unlocking activities, you can also send notifications with these Automations.
Create an Automation (type: Check periodically) and give it a logical name - or – click on an existing Automation to modify it
Conditions:
Choose User-specific time condition. Select the contract_start_date field because the condition of timing depends on the first working day
Week | From | To |
Preboarding (week 0) | 7d before | 1s before |
Week 1 | 0h | 6d 23h 59m |
Week 2 | 7d | 13d 23h 59m |
Week 3 + 4 | 14d | 27d 23h 59m |
Month 2 | 28d | 55d 23h 59m |
Month 3 | 56d | 83d 23h 59m |
Actions:
Unlock widget: which widgets should be displayed on the dashboard of a user who meets the conditions? (Which Spotlighted activity, Featured activities, Magic Wall, Journeys)
Unlock activity: Which activities need to be unlocked for the selected widgets? If you do not do this, tiles will appear on the dashboard, but they are locked.
Unlock journey/section; Which journeys should be visible on the Dashboard? Check “With sections”and “With activities”.
Notify user: What will be the content of the notification sent to the user?