Setting Up the Onboarding to Digital Courses Template

Modified on Mon, 12 Feb 2024 at 09:47 AM

This article is about setting up the "Onboarding to Digital Courses" template for members who not started any courses yet. This template guides them through a series of branched questions and surveys that will determine which of the online, Engagement Rx courses are most relevant to them. 


The flow manager can be accessed by admins with the portal manager role.


First, go to the Flow Manager page for your portal (if you aren't sure how to get there, see this article). The table you see here lists all the flows available for the portal. In this table, you should see the Onboarding to Digital Courses template. You can search for the flow using the search box above the table. 


Select the 3 vertical dots on the left side of the template's row and click “Clone” from the options.


 


onboarding.jpg


 


The template flow will open on your screen, enabling you to view and customize the various components that make up the flow.


The first thing to do is to click into the top "Start of Flow" tile and change the title. Right now, the title is "Onboarding to Digital Courses (template) (copy)." Erase (template) and (copy) from the title and leave the rest. This will make the title of the flow, " Onboarding to Digital Courses."


After setting the title, switch the two toggles above and below the title field to the green, "on" position, which will enable you to use this flow with portal members in automations and to-do's. After doing this, hit the save button.


 


onboarding_2.jpg


 


Now you can go back to the main flow manager page. Just to make sure, find the flow in the table and check the setting:


 


onboarding_3.jpg


 


Now, this flow is enabled for use in the portal. You can use this flow in an automation and in assigning a "to-do" to a member!


 


 

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