What Does It Mean to Launch Your Onboarding Experience?
Launching your onboarding experience means making it active and available to users who gain access to the assigned product. Once launched:
New users immediately see the onboarding experience on login
The task list and progress bar appear on their dashboard
The onboarding flow continues until all tasks are completed
The experience becomes part of your official onboarding system
Launching finalizes your work and puts your onboarding into action.
Why Launching Matters
Launching your onboarding experience ensures that:
All new users follow a consistent, guided path
Users know exactly what to do first
Confusion and guesswork are eliminated
Activation and engagement improve from day one
You reduce manual onboarding work for yourself
A launched onboarding experience becomes the “front door” of your product.
Before You Launch
Make sure you have completed the following:
Created your onboarding experience
Added and configured all tasks
Assigned the onboarding experience to the appropriate product
Previewed the onboarding experience
Tested as a new user
Completing these steps ensures a smooth, professional launch.
How to Launch Your Onboarding Experience
Open your onboarding experience in CustomerHub
Review all tasks and settings to ensure everything is complete.
Confirm product assignment so the onboarding will trigger for the correct users.
Publish your onboarding experience by setting the toggle from Draft to Live.
Verify that the experience is marked active in the onboarding list.
Invite or onboard new users into your product.
When these users log in, they will immediately see and begin the onboarding experience.
What Happens After Launch
New users
See the onboarding experience on their dashboard
Progress through each task
Complete the onboarding at their own pace
Stop seeing the onboarding flow once all tasks are finished
Existing users
Only users who newly gain access to the assigned product will begin the onboarding experience unless you manually trigger or reset onboarding for them.
Best Practices for Launching
Announce the new onboarding experience to your community
Use clear welcome messaging in your onboarding tasks
Monitor user feedback during the first few days
Make quick improvements if common questions arise
Treat onboarding as an evolving asset
Small improvements over time can significantly increase activation and retention.
FAQ
What if I need to update the onboarding experience after launch?
You can update tasks, settings, and assignments anytime. Changes will apply to future users.
Will existing users see the onboarding experience?
No. Only users who receive access to the assigned product after launch (or users you manually enroll/reset) will see it.
How do I know if onboarding is working?
Monitor user completion rates, login behavior, and support requests. High completion and low confusion indicate success.
Can I launch multiple onboarding experiences?
Yes. Create unique onboarding flows for different products to ensure each user receives the right guidance.