Improved Onboarding

Description

We're excited to announce an enhanced, guided onboarding experience for all new users! This multi-step flow ensures you get set up with the most relevant content immediately by guiding you through Team selection, Topic selection, and Social Profile connection. By quickly orienting new users to the primary value of sharing content, we aim to increase your long-term success.

How It Works

After creating an account (via invite, SSO, or domain sign-up), users are guided through an onboarding experience:

1. Welcome & Overview: First, users will see a welcome message with their company’s branding. Next, they’ll see an explanation of the content they’re about to see in the product. 

 

2. Team Selection: Users are shown the teams they have been assigned to. If the organization settings allow, users can also browse and join additional teams or leave existing ones to tailor their feed.
   1. Note: If admins would like their new users to take advantage of this step, they should allow self-selection for their teams. 
      
       

 

3. Topic Selection: They can choose to follow new topics or unfollow optional ones (Required Topics cannot be unfollowed). This step ensures the "Stories" feed is populated with high-interest content immediately. This list will include any topic restricted to the teams they are assigned or selected in the first step. 
   • Note: to set up which topics are automatically followed or optional, check out this guide. 

 

4. Profile Connection: The final step encourages your users to connect their social profiles, specifically prioritizing LinkedIn, to enable immediate sharing.
    
5. Completion: Upon finishing, users are dropped into their personalized Stories feed, ready to engage.

Permissions Required

• Admins/Owners: Control Team and Topic settings (e.g., whether teams are joinable or topics are required).
• All users: All non-owner roles will see the onboarding flow upon their first login.

FAQs

Q: Does this flow appear every time a user logs in?
A: No. This is a one-time onboarding experience triggered only after the account is initially created. If a user closes out of it before they complete it, they won’t be able to get back into the flow.

Q: What happens if an admin has not created any Teams or Topics yet? 
A: The onboarding flow accounts for "empty states." If no teams or topics are available for the user to join/follow, those specific steps may be simplified or skipped to ensure a smooth path to profile connection.
 

Q: Can a user skip the Profile Connection step?
A: Yes. While we strongly encourage connecting a profile (especially LinkedIn) to facilitate sharing, users can complete onboarding without a connection if they choose.
 

Q: Does this change how users sign up?
A: No. The account creation process (name, password, and acceptance of terms) remains identical. The guided flow begins immediately after those steps are completed.
 

Q: What teams and topics will users see? 

A: Users will see any Teams they’re assigned to and any Teams set to allow self-selection. Users will see any topics available to all users or restricted to the teams they are on. They will not see any topics restricted to teams that they are not assigned. 
 

Q: What branding will users see? 

A: If a customer has a logo uploaded or custom brand colors set, new users will see that logo and brand color during their onboarding experience. If these have not been set, new users will see the default Sprout Social logo and brand color, like in the example video above. 

Q: How can admins test this feature? 

A: Only newly invited users can see this onboarding experience. To test it out, invite a test user (email address must be unique – you can’t use your primary one). You can delete this user after your test.