Onboarding Flows · Modal

Use-case Picker

Ask what users are here to do and start them there

Use this template
Use-case Picker template preview

How to set it up

  1. Trigger the modal on first login, before the empty workspace.
  2. Replace the example use cases with yours. Answers are saved as form responses, so rename the form to match your survey.
  3. Target new users, and track which starter they pick and their first item created.
Collaborator on this template
Collaborator on this template
Key Features
When to use it
First login, before the empty workspace
Who it is for
New users
What to measure
Starter picked; first item created

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