Onboarding

Onboarding is a crucial step in ensuring that new members are properly introduced to the Space they wish to join. This process allows community managers to gather important information from members before they gain access, ensuring that the community remains engaged, secure, and relevant. In Uni8, the onboarding process can be customized with various steps, including a form or survey that members need to complete. Here’s how you can set it up.

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Setting Up Onboarding for Your Space

1. Access Onboarding Setup:

   • After selecting your Space type, navigate to the Onboarding section in the Space creation process. This is where you’ll configure the steps new members must complete before joining the Space.

2. Configure Onboarding Conditions (Optional):

   • Require Email Domain Verified: Ensure members sign up with an email from a specific domain (e.g., @university.edu) to maintain the exclusivity of your Space.

   • Approval for Onboarding Questions: Set whether onboarding responses need approval from moderators before the member can proceed.

   • Minimum Activity Requirements: Define the minimum number of activities (posts, comments, etc.) a member must have completed in the community before joining the Space.

   • Minimum Registered Time: Specify how long a member must have been registered with the community before they can join this Space.

3. Creating Onboarding Steps:

   • Click on Add Step to create different onboarding stages.

   • You can set up multiple steps, such as a welcome message, filling out a form, and agreeing to terms and conditions.

4. Step 1: Welcome Message

   • Type: Message

   • Purpose: Use this step to greet new members and provide a brief overview of what the Space is about. Set expectations for participation and outline any important guidelines.

   
5. Step 2: Fill Out Custom Questions (Form/Survey)

   • Type: Questions

   

   • Purpose: Gather essential information from members through a form or survey. This could include their professional background, interests, or specific questions related to the Space’s focus.

   • How to Configure:

     • Form Title: Give your form a descriptive title (e.g., "Member Information Form").

     • Form Description: Provide a brief description of what the form is for and why the information is needed.

     • Question Types: Add various types of questions such as multiple-choice, dropdown, text inputs, checkboxes, or rating scales. Ensure that required fields are marked as mandatory.

     • Save and Review: Once the questions are configured, save the form and review the questions to ensure they capture all necessary information.

6. Step 3: Agree to Terms and Conditions

   • Type: T&C

   • Purpose: This step ensures that members agree to the community's rules and guidelines before joining. Members must check a box to indicate their agreement before they can proceed.

7. Review Onboarding Process:

   • After setting up all the steps, review the onboarding flow to ensure it’s seamless and captures all the necessary information.

   • You can preview how the onboarding process will look to new members.

This process not only helps maintain the integrity of the community but also provides new members with a structured and informative entry into the Space, setting them up for meaningful participation and interaction.

For any further assistance in setting up your onboarding process or customizing forms, feel free to reach out to our support team. We’re here to help you create a thriving community!