Building Your Experience 👩‍🔧
Learn how to build Workflows, Sequences and Modules to create a Rockstar experience!
By Jasmin and 3 others4 authors55 articles
- Enboarder FAQsFind out the most asked Enboarder questions - and their answers!
- Tips For Designing A Remote Onboarding WorkflowDesign a remote onboarding workflow for employees who work remotely.
- Can I set up a Custom Email Domain?Yass queen! You can have a totally custom email for sending your emails! Check it out here.
- How To Give Participants The Choice Of Text or Email CommunicationsFind out how to build dynamic text or email options into your workflows!
- How To Use The Contact Channel Widget with Slack, Teams, or Workplace ChatLearn how your participants can preference text, email, slack, teams and more, when receiving their content!
- How To Build 'Switch To Work Email' In Your WorkflowsLearn how to build your automated update to work email for your new hires!
- How To Use Enboarder DiscoverDiscover our curated library to help you create incredible Journeys!
- Employee Time-zone Based Notifications
- Navigating the Workflow BuilderFind out how to navigate around the new and improved Workflow builder here.
- Does Enboarder Have Bulk Functionality For Stakeholders?Learn all about the ease of Bulk Process here! (Multiple newbies, same start date!)
- How To Manage Your WorkflowsLearn how to add a new workflow, and edit the settings of existing workflows here!
- Workflow Builder: My AssetsGet a head start using existing content from your account!
- Can I Lock A Workflow?Ever wanted to make a workflow private? Read this to find out how!
- Do I Have To Enter Participant Details Every Time I Launch A Workflow?The short answer is no. The longer answer is located here!
- How Do I Create and Edit Workflow Logic (Criteria)?Learn how to create and edit Workflow Logic (previously known as criteria) here!
- How Do I Create And Add New Stakeholders To My Workflow?Learn how to create new stakeholder types and use them in your workflows here!
- How To Update Your Default WorkflowMaking a default workflow was never so easy!
- How Do I Organize My Workflow List?Learn how to Duplicate, Delete and control the active/inactive status of your workflows here!
- How Do I Use Custom Fields On My Workflows?To add and capture custom fields for your new hires, find the answers here!
- How Do I Test My Workflow?Trigger your sequences to send and review your workflow.
- Transferring Workflows from One Account to AnotherEasily transfer workflows between your Parent account and any Child accounts, as well as between different Child accounts.
- Importing CSVs to Launch Workflows and Create Profiles
- Dual Email Workflow Delivery
- Workflow Tier
- Getting started with Sequences!Sequences - they're one of the building blocks of Enboarder. Here's a quick snippet to get you started!
- Sequences: An In-depth OverviewSequences are the building blocks of Enboarder! Get a detailed overview here.
- Recommended ChannelsControl how sequences are delivered at a sequence level
- How to use Page LogicFind out what it is, and how it works in your Content Module!
- Your Module BuilderReimagined. Reengineered. Revolutionized. Check it out here!
- Modules: A Quick IntroductionUse Modules to bring your experience to life! Click here to find out how
- Modules: Notification/FinishedLearn all about the Notification and Finished Modules here! (Including some tips!)
- Modules: ContentWhat is a Content Module and how do I use it?
- Modules: CommunicationWhat is the Communication Module and how do I use it?
- Modules: FormsWhat is the Forms module and how do I use it?
- Modules: EventWhat is the Event module and how do I use it?
- Modules: EmbedWhat is the Embed module and how do I use it?
- Modules: AcknowledgeWhat is the Acknowledge module and how do I use it?
- Modules: VideoWhat is the Video recording Module and how do I use it?
- Modules: E-SignWhat is the E-Sign Module and how do I use it?
- Modules: EmailWhat is the Send Data - Email module and how do I use it?
- Modules: WebhookLet's look at building a Webhook to send data and files to other systems like Jira or Slack!
- Modules: Update ValueWhat is the Send Data - Update Value and how do I use it?
- Modules: LogicWhat is the Logic Module and how do I use it?
- Managing Calendar Invites in Enboarder
- Compliance Module (US Only)Seamlessly embed paperwork completion into your onboarding experience with our intuitive compliance solution for in-house and remote workers
- Compliance - Report (US Only)
- How do I upload participants via CSV? (CSV Upload)Learn how to upload multiple participants and stakeholders via our CSV Upload.
- Presentation ViewPresent and view your Journeys without ever leaving the page 👩‍💻
- How Do I Clear Browser Cookies And Cache?Help your system run a bit more smoothly.
- How Do I Update A Key Date? (Start Date)Click here to read about changing an active Workflow Key Date, and what effect that has on the participant experience!
- How Do I Launch A Participant Into A Workflow?Learn how to launch participants manually into Enboarder workflows here!
- How Do I Launch A Cohort Of Participants That Have The Same Manager?Learn how to launch a team of newbies with one manager! (Perfect for communication workflows)