Customer Onboarding
Customer Onboarding PX Workflow
Search
Crawl
- Welcome Dialog guide to first-value action
- Quick Tour/Platform orientation
- Personalized Welcome Emails
Walk
- New User-Workflow Guides
- 1:Many Onboarding (Webinars/ Video Tutorials)
- On-Demand KC Bot Checklist
Run
- User-Segmented Guides
- Capture User Role/ preference to guide nurture (if applicable)
- Outcome-driven Sequenced Guides
- Badges & Throttling
- Advanced On-Demand Bot
- CSAT/ CET Survey
Phase
Crawl
Screenshots
PX In-App Engagements
- Welcome Dialog guide to first-value action
- Quick Tour/Platform orientation
- Personalized Welcome Emails
What's needed in in PX
- Original User Sign Up Date
- Core Features Tracking
KPIs
- Guide Completion %
- Adoption trends of initial actions
- Login activity
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