Onboarding flow

Use the Onboarding flow in-app message template to collect user attributes, insights, and preferences that power your campaign strategy.

Prerequisites

Minimum SDK versions

Messages created using the drag-and-drop editor can only be sent to users on the following minimum SDK versions. For more information, see Creating an in-app message with drag-and-drop: Prerequisites.

SDK versions for text links

To include text links that do not dismiss the message, the following minimum SDK versions are required:

Creating an onboarding flow

Step 1: Choose your template

When creating a drag-and-drop in-app message, select Onboarding flow for your template, then select Build message. This template is supported for both mobile apps and web browsers.

Step 2: Set up your message styles

Before you start customizing your template, you can set message-level styles for the entire message using the side menu. For example, you may want to customize the font of all the text or the color of all the links included in your message. You can also make the message a modal or fullscreen display type.

Step 3: Customize the order of your onboarding flow

To get started building your onboarding flow, use the Pages section to add or delete messages to your flow. After you have your desired number of messages, select the buttons on each page. Then, use the side menu to select where users go when they select the button—whether they exit the flow or go to the next message.

Check that your messages are connected in sequential order so that users move through the flow correctly. For steps on how to do so, check out Connect pages together.

Step 4: Style your message

Customize the look and feel of your onboarding flow using the drag-and-drop in-app message components.

Analyzing the results

After your campaign has launched, you can analyze results in real time to see how many users have engaged with your campaign. To see how many users have opted in to the subscription group, you can create a segment of users who subscribed to the subscription group by filtering for users who have received the in-app message and submitted the form.