New Member Onboarding Programs

The Happy Path

In this course, you'll learn how to guide new members from initial account setup to fully enabled contributors. We'll cover common components of onboarding programs, milestones, and how to build your first onboarding workflow.↗️🪜

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Course Overview

Series: Programs
Time:
1 Hour, 30 Minutes

Course objectives:

  1. Define “Onboarding”
  2. Understand why it’s crucial to properly onboard new members
  3. Consider the needs of your members and how to enable success
  4. Discuss common components of onboarding programs and how to execute them 
  5. Describe how to design workflows and milestones to drive onboarding
  6. Pinpoint how to leverage automation for efficiency and deliver a better experience 
  7. Touch briefly on what comes next after onboarding is complete

Who this course is for:

  • All community builders that want to deeply understand the importance of onboarding new community members, common types of programs, and how to build workflows with automation to drive mutual success.

Prerequisites:

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Unlock this course as part of a Community Pro+ Membership or The Member Journey Bundle