Go back to Template Gallery
Categories
User Onboarding
Product Adoption
Onboarding Checklists · In-page
Role-based Getting Started
Getting-started steps that change with the user's role
Start free
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
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
