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Onboarding product tours

Use the product tours to get started in your platform and set up the basic pillars of your platform.

Nola Moreau avatar
Written by Nola Moreau
Updated over 3 weeks ago

The product tours will be found under "tasks" in your intercom bubble on the button right corner of your platform. It consists of 8 tours:

  1. Get to know the platform

  2. Update your settings and branding

  3. Define your registration questions

  4. Update your homepage

  5. Invite your colleagues

  6. How to send e-mails

  7. How to set up a project

  8. Draft your first project

These are available to all new admins and project managers!

Issues and getting stuck going through a product tour

Sometimes these product tours are not triggered properly when your enter a page or you get stuck in certain steps of the tour. When this happens please contact the support team so we can take a look at the tour settings and fix the issue!

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