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Categories
User Onboarding
Product Adoption
Onboarding Checklists · In-page
Role-based Getting Started
Getting-started steps that change with the user's role
Use this template
How to set it up
- Add the template to your getting started page.
- Edit the steps in each version, and set where each button goes. Versions switch on the "role" trait, and the last one is the default.
- Target new users, and track activation by role.
Collaborator on this template
Collaborator on this template
Key Features
When to use it
Getting started page
Who it is for
New users, split by role trait
What to measure
Activation by role
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