Onboarding
FeedbackPulse guides new tenants through initial setup with an onboarding checklist and automated email sequence.
Onboarding Checklist Widgetโ
When a new tenant first logs in, an onboarding checklist widget appears on the dashboard. This widget tracks progress through essential setup steps.
| Step | Description |
|---|---|
| Create first product | Add your first product to start collecting feedback |
| Create first campaign | Set up a feedback campaign for your product |
| Customize branding | Configure your logo, colors, and brand identity |
| Enable feedback wall | Activate the public feedback wall for your product |
| Invite a team member | Add a collaborator to your workspace |
| Connect a webhook | Set up a webhook to integrate with external tools |
Progress Detectionโ
Progress is automatically detected via the TrackOnboarding middleware. When a tenant completes a step (e.g., creates their first product), the checklist updates without any manual action required.
Full Onboarding Pageโ
Tenants can access the full onboarding page at /onboarding for a detailed view of all steps and their completion status. The checklist widget on the dashboard can be dismissed if preferred.
Automated Onboarding Emailsโ
New tenants receive a series of onboarding emails to help them get the most out of the platform:
| Timing | Content | |
|---|---|---|
| Getting Started Tips | Day 2 after signup | Practical tips for initial setup |
| Feature Highlights | Day 5 after signup | Overview of key features and capabilities |
| Advanced Features | Day 10 after signup | Deep dive into advanced functionality |