Automatically assign an onboarding flow to clients upon activating a package.
Available on the Automation add-on only.
Related:
After publishing an onboarding flow, you can go to the Settings page to find the "Attach to Packages" section.
Click the "Add Packages" button to open the Packages pop-up.
Select one or multiple packages you want and click the "Add" button.
A confirmation pop-up will appear. Click "Yes" to proceed.
The selected packages will be listed, and clients who activate these packages will receive assets from the Onboarding Flow.
Unlink packages from Onboarding Flow
You can manage or remove a package from an onboarding flow through each package's Settings page.
In the Onboarding Flow's Settings tab, hover over the gear icon next to a package. Clicking on it will take you to that package's settings page.
From the package's Settings, locate the Onboarding Flow section.
Click the "Remove" icon to open the confirmation pop-up.
Choose an alternative onboarding flow to link to the package, if desired.
