Onboarding Flows · Modal
Import Your Data
Help new users bring their work in from another tool
Start free
How to set it up
- Trigger the modal after the welcome survey, if the user said they are switching tools.
- List the tools you import from, and point each button at its import page.
- 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
Other templates you might like
Assign to an Agent
List AI agents next to people wherever work is handed off
Personalize Your Assistant
Let users name and style the in-app assistant and tell it how they work
Trial Timeline Modal
Show what happens on each day of the trial before it starts
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.
No credit card required