CustomerHub

Design tailored onboarding experiences to greet, engage, and accelerate user success

Onboarding Experiences: Guide Customers to Success

This article helps you design a clear, focused onboarding experience in CustomerHub that gives new users direction, confidence, and an immediate sense of progress.

How to Plan and Build Your Onboarding Flow

Prepare the short videos, instructions, and supporting material needed for your onboarding tasks.

Create Onboarding Content

Create and configure an onboarding experience to guide new users through essential first steps inside your product.

Create Your Onboarding Experience

This guide walks you through the final steps of delivering a smooth onboarding experience in CustomerHub — from internal review to real-user testing to going live.

Preview, Test, and Launch Your Onboarding Experience

Design and launch a guided onboarding experience that helps new users succeed from their very first login.

Onboard Users

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