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What is the best way to develop automated onboarding for our users?

  • August 22, 2022
  • 1 reply
  • 44 views

I am looking to use the bot and our online articles to develop a workflow triggered when a new user logs in or a user who hasn't completed the articles logs back in. I'm relatively new to Intercom. Is there a guide to assist me with this?

I'm also open to other ways of doing it so I welcome comments if you have suggestions!

Best answer by Racheal

Hey @lauren s​ Racheal from the Support Engineer team here 👋

 

Outbound Messages can be great to help with onboarding! With Series, a form of outbound messaging, you can create an entire flow of Chats & Posts, Mobile Carousels, Product Tours, Custom Bots, Emails, and Mobile push messages targeted to the right points along a user's journey.

 

We do have a built-in template just for onboarding, which I'd highly suggest as a starting point.

 

95115239-fe6b4b80-06f9-11eb-820c-45ca77c26ec1 

In addition to this, we also have some great resources all about onboarding, which you can check out here.

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Racheal
Intercom Team
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  • Customer Support Engineer
  • 512 replies
  • Answer
  • August 30, 2022

Hey @lauren s​ Racheal from the Support Engineer team here 👋

 

Outbound Messages can be great to help with onboarding! With Series, a form of outbound messaging, you can create an entire flow of Chats & Posts, Mobile Carousels, Product Tours, Custom Bots, Emails, and Mobile push messages targeted to the right points along a user's journey.

 

We do have a built-in template just for onboarding, which I'd highly suggest as a starting point.

 

95115239-fe6b4b80-06f9-11eb-820c-45ca77c26ec1 

In addition to this, we also have some great resources all about onboarding, which you can check out here.


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