Onboarding

Site Onboarding provides a structured and welcoming experience for new users, guiding them through essential first steps like completing their profile and understanding key information. Setting it up effectively boosts engagement and helps you gather valuable user data.

Configuring Site Onboarding

In the Thrive menu, go to Configure > Onboarding.
Onboarding configuration options for user preferences like language and timezone settings.

Onboarding Steps

On the Onboarding page, enable the Onboarding toggle to customise the following settings as necessary:

Setting	Description
Language	Allow users to set their preferred language for Thrive during their first login.
Timezone	Let users select their time zone to ensure dates and times are displayed correctly across the platform.
Terms & conditions	Enable and click Edit to add your organisation's terms and conditions for users to agree to upon their first login. Note: You can provide this in English and any other languages enabled on your site.
User Profile Information	Enable to allow users to add a profile picture and a short biography when they first log in.
User Interests	Enable to allow users to select topics they are interested in during their first login. Thrive will then recommend content to them based on these selected interests.
User Skills	Enable to allow users to add relevant skills to their profile when they first log in.
Include Video	Enable to present new users with a specified video when they log in for the first time. To attach a video, use the search bar to find a video previously uploaded to Thrive.
Add User Redirect Link	Enable to specify a link users will be redirected to after completing their initial login and profile setup.

Setting	Description
Custom steps	Ideal for tailoring the onboarding experience to your organisation's needs, custom steps allow you to capture specific data from users during their first login. To create a custom onboarding step: Click + Add custom onboarding step. In the Step name field, enter a title for the step as you want it to appear to users. Add a Step description to provide users with more context or instructions. Select + Select custom fields to choose which user attributes you want to capture during this step. Note: These fields are pulled from your existing User Attributes configuration. For more information, see User Attributes. Once you have configured the step, click Save onboarding step.

Setting

Description

Custom steps

Ideal for tailoring the onboarding experience to your organisation's needs, custom steps allow you to capture specific data from users during their first login.

To create a custom onboarding step:

Click + Add custom onboarding step.
In the Step name field, enter a title for the step as you want it to appear to users.
Add a Step description to provide users with more context or instructions.
Select + Select custom fields to choose which user attributes you want to capture during this step.
Note:
These fields are pulled from your existing User Attributes configuration. For more information, see User Attributes.
Once you have configured the step, click Save onboarding step.

Click the Save button to apply your changes. These settings are then saved for every new user, ensuring they are ready to make the most of your Thrive platform from day one.

Welcome Email

The Welcome Email tab allows you to automate a greeting for new members of your platform as soon as they are added.

To create a welcome email:

Click the Welcome Email tab on the Onboarding page.
Toggle the Enable welcome email on.
A customisable template will appear where you can draft your message.
Select Save to activate the email.

Once saved, the welcome email is activated and will be sent automatically to every new user as soon as their account is created.

Note:
The welcome email is triggered once per user, immediately upon their profile being created and saved. If their Email field is empty or the email address is spelled incorrectly when the profile is first saved, the email will not reach the user’s inbox. Any edits to the Email field after the profile has been created won’t re-trigger the welcome email.