How to configure the Welcome workflow
Learn how you can configure the Welcome workflow in your platform.
Last updated
Learn how you can configure the Welcome workflow in your platform.
Last updated
The Welcome workflow is a default workflow which means it's already enabled in the admin portal as shown in the image below. It is the first screen users will see and includes a Carousel, Heading, and description text, a “Get Started” button for new users and a “Login” option for returning users.
How to Configure the Welcome Workflow
Select the Pages tab inside the Welcome workflow, here you will see the option to Add a Welcome page. These pages create the carousel an end-user would see when they first visit the application. You can add up to 4 pages here each including an image, heading and message.
Below is an example of the carousel on the welcome page from the end-user perspective when they first use the application.
Once done, you have successfully configured the Welcome workflow. If you need any help at all, please ask your Customer Success Executive.