Hi,
I have been following this video to create a user onboarding when a new user signs up:
Now here, they have used custom states during sign up process which triggers onboarding after sign up occurs. They are doing this in the same index page, and hence custom states can be used.
But my sign up workflow is in a different page and I am doing the onboarding on the home page.
As per comments, I am supposed to send ‘URL parameter’ to the sign up page for the custom state value. I am confused as to how do I send a URL parameter under the conditions described in the video.
Can someone help here?
I have a similar scenario and I just have yes/no fields in the user type that all start as “no” and get updated to “yes” once the user has completed the onboarding step. No urls or custom states needed.
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We have a tutorial for this at nocodify.com, using a plugin instead of a “workaround” scenario like the video up top.
I too have that…even in the video it’s the same. But then one of the steps requires us to set state after the ‘sign up’ work flow occurs. Now, my sign up is in different page and then custom states are used only on that particular page. How can I go about this hurdle?
Why can’t you just add that state to your user type?
This is what I have done in my user data type. I have set the default:
Can you please share the link? I have created an account but cannot find it. Which plugin is this?
So create another field… something like onboardNextPage, and also make it default to yes. Once the user gets to the second page, make it no.
You can find it in the tutorials section of your dashboard, under the “Design” category.
Hey, create fields in your user type, like “step one”, “step two” etc.
When do workflow like, when press button “Register” make change to a thing “step one” to “Yes”
When add step show an element->group U
When go to conditions of your group U and make When current user’s “step on” is yes, this element is visible.
It can be easier if your want to start onbording every time registration page loads.
Just add workflow when page loads show an element group U.
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Hey, so where does ‘step two’ gets used? You have used ‘step one’ only till now in your solution.
So I did create 2 fields as follows:
and allowed the group to show in the workflow:
Now, in the video, they add custom states to show the steps. How do I set up the custom state value to ‘1’?
In the video, they set state in the sign up part itself to ‘1’ so that the ‘step-1’ shows and then consequently all steps get shown.
Right now I have triggered the whole group to become visible only and not the custom state to show the first step of onboarding process
Please share a link to your project, so we can understand how your unbording works
Here’s the link, it’s on view access. Let me know if you’ll need edit access:
Okay, Let’s talk about onbording on page home.
Here is steps of the user: user press sign-up->sign up page->writes e-mail and pass->profile edit page->presses next or skip->home page->onbording starts
To make this happen on page profile edit you should
Button Next and Skip - add workflow make changes to a thing Users’Onboard Home Yes
On page home you should do next - group Onboard - conditional - if Users’sOnboard Home Yes this group is visible.
Toggle off for groups -step 2-3-4 the element is visible on page load
Create in User things - Step 1 Yes/no, Step 2 Yes/no, Step 3 Yes/no, Step 4 Yes/no
for button next on step 1 you should create workflow - hide group step 1 - show group step 2 - make changes to a thing User’s Step 1 Yes
for the button next on step 2 you should create workflow - hide group step 2 - show group step 3 - make changes to a thing User’s Step 2 Yes
for the button next on step 3 you should create workflow - hide group step 3 - show group step 4 - make changes to a thing User’s Step 3 Yes
for the button Get started on step 4 you should create workflow - hide group Unbording - make changes to a thing User’s Step 1 Users’sOnboard Home No
I’m personally like to use texts fields instead of Yes - No, cause it give you more flexibility
P,S Making changes in steps you can determine in the future where users stops and left page without finishing the unbording, it will help you to understand your users better
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Fantastic guide @sat_miha.
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There is an example at the templates below after signing up. You can check the demo.
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Codemin - register now button doesn’t work and on sign up page checkbox - about terms and etc too.
That’s new. I’ll have a look.
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For now, you can use the demo login button. It will trigger the modal for onboarding.
