The Onboarding Flow feature allows coaches to automate the setup process for new clients by smoothly integrating the onboarding form, onboarding message, assignments, and an autoflow.
This feature is exclusively available on the Pro and Studio plans.
Check out Everfit Automation Tutorials here.
How to create an onboarding flow
You can access the "Onboarding Flow" feature from the Automation menu tab.
Types of assets
Within an Onboarding Flow, there are 4 distinct asset types:
Onboarding Forms: These are utilized to gather essential information from clients, including their preferences and health history.
Onboarding Messages: Similar to the in-app messages used in Autoflow, these messages are designed to communicate with, guide, and instruct new users throughout their onboarding journey.
Autoflow (available as an Automation add-on): This feature enriches the onboarding process by offering automated and scheduled workouts, tasks, messages, and customizable settings.
These asset types collectively enhance the onboarding experience for both coaches and clients.
Note:
You can easily activate or deactivate any assets by toggling their status on or off.
When an asset is set to "active," it will be included in the Onboarding Flow, whereas setting it to "inactive" means it won't be included.
How to set up onboarding assets
Onboarding Forms
You can utilize any custom form from the Forms & Questionnaires library for the Onboarding Form. Alternatively, you can choose from two available form templates:
Welcome Form: This form is used to collect basic personal information.
Medical History/PAR-Q Form: This form is designed to gather health-related data.
You can include up to 2 forms in the Onboarding Flow.
Add a form
Click the "Choose Form" button.
In the pop-up that appears, select the form you wish to add and click "Add."
3. For form templates, depending on the form you select, either the Welcome Form pop-up or the Medical History/PARQ-Form pop-up will be displayed.
Within these pop-ups, the questions are pre-defined, with some being mandatory and others optional. You can choose to include or exclude optional questions using the toggle icon.
4. Once you have set up the questions according to your preferences, click the "Add Form" button.
5. After adding the first form, the Onboarding Form container will be displayed as shown below.
6. To include a second form, simply click on the "+ Add another form" option.
7. The second form should be distinct from the first one, and the selection for the first form will become disabled. After making your selection, click the "Add" button.
The subsequent steps for adding the second form will mirror those you followed when adding the first form.
Edit a form
To make changes to the form, click on the "Edit" button.
2. You can hide or unhide optional questions and then click the "Update Form" button to save your changes.
3. If you have only one form added, you have the option to switch to a different form type by clicking on the "Change Form" button.
4. If you've added two forms, you can choose to delete one of them by clicking on the "Remove Form" button.
Onboarding Messages
Set up messages
Click the “Setup message” button, and a pop-up will appear.
2. Provide a title for the welcome messages and set up the delivery schedule, which is based on the client’s time zone.
You have two sending options: “During Period” and “Immediately.”
For "During Period," the default time is 09:00 AM - 05:00 PM, but you can customize it by clicking on the timebox. Messages will be sent to new clients when they access the "Today" screen for the first time within the chosen timeframe. If they log in outside this period, the message will be sent the next day at the specified "From" time.
With "Immediately," messages are sent instantly when clients access the "Today" screen on the mobile app for the first time.
Optionally, you can select the “Delay after” checkbox for both sending options to postpone the message delivery after clients reach the "Today" screen. By default, this option is unchecked.
3. Input your message:
Two default messages are pre-set, but you can choose to delete them and create your own. You can create a maximum of 3 messages.
You also have the option to upload media and utilize “Autofill Variables” to insert content into your messages.
4. Once you have configured your message, click ‘Schedule’ to save your settings.
Edit onboarding messages
Click the "Edit" button and make changes to your scheduled messages.
Once you have finished editing, click the "Update" button to save your changes.
Assignments
There are two assignment types: programs and forums.
To add a program, you can either search for the program's name or choose from the dropdown menu by selecting your desired program from the list.
Once selected, you have the option to delete the program by clicking on the "x" icon or switch to another program by clicking the box again.
The process for adding a forum to the Onboarding Flow is identical, and you can follow the same steps.
Autoflow
To add an autoflow to the onboarding flow, you can either search for the autoflow's name or choose from the dropdown menu by selecting your desired autoflow from the list.
Once selected, you have the option to delete the autoflow by clicking on the "x" icon or switch to another autoflow by clicking the box again
Save draft
Once you have configured the assets in the Onboarding Flow, simply click the "Save Draft" button to save your progress.
Upon saving, you will be able to view and access only the assets that have been added and are currently active.
Publish/Unpublish Onboarding Flow
When you are prepared to assign all the assets to new clients, click the "Publish" button. This action will ensure that all new clients who sign up receive the assets you have configured.
After publishing the Onboarding Flow, you also have the option to unpublish it if needed.
Edit Onboarding Flow
To make changes to all the assets within the Onboarding Flow, click the "Edit" button. Once you've completed your edits, be sure to click "Save Changes" to save the updates, or select "Cancel Changes" if you wish to revert to the previous state.
What your clients see
When your clients log in to the mobile app for the first time, they will encounter a Welcome screen for the Onboarding Form.
To initiate the form, clients should tap on the "Let's start" button and provide answers to all the questions displayed on the form before submitting it. If you've included two forms in the Onboarding Flow, clients will encounter the second Welcome screen for the second form after submitting the first one. To begin the second form, clients should tap on the "Let's start" button once more.
Upon completing all the forms, and optionally watching the Welcome Video, clients will arrive at the "Today" screen.
On the "Today" screen, clients will find Onboarding messages in their inbox, as well as any assigned workouts, forum posts, or tasks.