Onboarding Flows · Modal

Import Your Data

Help new users bring their work in from another tool

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Import Your Data template preview

How to set it up

  1. Trigger the modal after the welcome survey, if the user said they are switching tools.
  2. List the tools you import from, and point each button at its import page.
  3. Target new users with a "switching from" trait, and track imports started and finished.
Collaborator on this template
Collaborator on this template
Key Features
When to use it
After the welcome survey, if the user said they are switching
Who it is for
New users with a "switching from" trait
What to measure
Imports started and finished

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READY WHEN YOU ARE

Your next launch, without the ticket.

Within 48 hours of agreeing access and the first journey, we'll map your product or build something small in it.

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