Important notice: If your CustomerHub application was created before 9/17/24, you will need to manually add the dashboard to your site navigation in order for your users to have access. Click here for step-by-step instructions.
Introduction
We’re excited to introduce the User Dashboard (Home) page, a new standard page included with every CustomerHub site that provides users with an organized and streamlined overview of their content.
The dashboard offers fast access to onboarding experiences and products, making it easier for users to track their progress and engage with your site:
User Dashboard / Home
Key Features of the New Dashboard
Onboarding Summary
The Onboarding section helps users track and complete their onboarding experiences. This feature is particularly useful for new users who need to complete essential steps before accessing more content.
Progress Bar: Users can track their progress through onboarding tasks with a simple visual progress bar along with how many tasks are included in the onboarding process. For example, it may show "1 of 2 tasks completed | 50% complete."
Next Steps Button: A helpful arrow button guides users to their next task. By clicking this button, they can continue where they left off in the onboarding process.
Onboarding Visibility: Once users complete all onboarding tasks, this section disappears from their dashboard, allowing them to focus solely on their products.
My Stuff
The My Stuff section is where users will find all of their active and completed products. This feature provides an easy way for users to track their engagement with the content they’ve enrolled in or purchased.
Progress Tracking: Each product displays the percentage of completion. If a user has completed a product, it will be marked with a Completed label and a checkmark.
Show Completed Toggle: Users can choose to view their completed products by using the Show completed toggle switch. By default, completed products are visible to show users everything they have access to.
Empty State for New Users: If a user has not yet gained access to any products, they’ll see an empty state prompting them to explore more content. They can click the Library button to browse and select from available products.
Library Teaser
The Library Teaser is located at the bottom of the My Stuff section and encourages users to explore additional products on your site.
Get More Stuff: Users are prompted to browse the full product library by clicking the Library button. This helps guide users to more content after they complete their current products or if they are looking for new topics to engage with
Empty State for Products
If users have not yet enrolled in any products, they will see an empty state message within the My Stuff section. This message encourages them to browse the library for content and includes a Library button that takes them directly to the product catalog.
How Users Interact with the Dashboard
Onboarding Navigation: New users can easily resume their onboarding tasks by clicking the arrow button next to their progress bar, which takes them to the next incomplete task.
Product Access: Users can click any product card in the My Stuff section to continue where they left off. If they have completed the product, it will be clearly marked as Completed.
Toggle for Completed Products: Users have the ability to toggle between viewing their completed products and focusing on their active ones. This option keeps their dashboard clean while still allowing them to revisit completed courses if necessary.
Exploring More Products: Users are encouraged to explore new content through the Library button, located both in the empty state (if they have no products) and the Library Teaser at the bottom of their dashboard.
Adding the Dashboard to your site navigation
Important notice: If your CustomerHub application was created after 9/17/24, your dashboard will automatically be created and will not need to be added manually unless you have deleted it.
If your application was created before 9/17/24 or if you have deleted the Dashboard option from your site navigation, you can follow these steps to add it to your site:
Click on Navigation in the settings menu in your Admin console.
Click the Add navigation plus button in the upper right of your Navigation page.
In the add navigation item modal select Dashboard in the "link to" dropdown, then give your Dashboard a name (we recommend naming the dashboard "Home" or "Dashboard")
You're done. The dashboard will now display in your CustomerHub site for logged in users!
Troubleshooting Tips
No Products Displayed: If a user reports no products showing up, confirm that they are logged in with a user email address that has been given access to the desired products. Direct them to the Library button or elsewhere to purchase or otherwise get access to more products .
Onboarding Progress Prerequisites: If a user’s onboarding experience does not allow them to progress (items are locked), it is likely because it is waiting on a pre-requisite that is assigned to an admin. Check the onboarding experience setup and see which admin is assigned to the pre-required task and ask them to complete it.