Building Your Experience 👩‍🔧

Learn how to build Workflows, Sequences and Modules to create a Rockstar experience!

18 articles in this collection
Written by Tegan Oakley, Julian Bailey, Jacquelyn DeBonville and 2 others

Best Practices

Enboarder FAQs

Find out the most asked Enboarder questions - and their answers!

Written by Jacquelyn DeBonville
Updated over a week ago

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.

Written by Julian Bailey
Updated over a week ago

How To Give Participants The Choice Of Text or Email Communications

Find out how to build dynamic text or email options into your workflows!

Written by Kristen Rivera
Updated over a week ago

How To Use The Contact Channel Widget with Slack, Teams, or Workplace Chat

Learn how your participants can preference text, email, slack, teams and more, when receiving their content!

Written by Julian Bailey
Updated over a week ago

Workflows

Navigating the Workflow Builder

Find out how to navigate around the new and improved Workflow builder here.

Written by Julian Bailey
Updated over a week ago

How To Manage Your Workflows

Learn how to add a new workflow, and edit the settings of existing workflows here!

Written by Julian Bailey
Updated over a week ago

Workflow Builder: My Assets

Get a head start using existing content from your account!

Written by Julian Bailey
Updated over a week ago

Workflow Builder: Templates

Find out how to locate and use Templates here!

Written by Julian Bailey
Updated over a week ago

How Do I Create and Edit Workflow Logic (Criteria)?

Learn how to create and edit Workflow Logic (previously known as criteria) here!

Written by Julian Bailey
Updated over a week ago

Sequences

Getting started with Sequences!

Sequences - they're one of the building blocks of Enboarder. Here's a quick snippet to get you started!

Written by Kristen Rivera
Updated over a week ago

Recommended Channels

Control how sequences are delivered at a sequence level

Written by Tegan Oakley
Updated over a week ago

Modules

Your Module Builder

Reimagined. Reengineered. Revolutionized. Check it out here!

Written by Julian Bailey
Updated over a week ago

Modules: Notification/Finished

Learn all about the Notification and Finished Modules here! (Including some tips!)

Written by Kristen Rivera
Updated over a week ago

Modules: Communication

What is the Communication Module and how do I use it?

Written by London Bowen
Updated over a week ago

Modules: Video

What is the Video recording Module and how do I use it?

Written by Kristen Rivera
Updated over a week ago

Modules: Webhook

Let's look at building a Webhook to send data and files to other systems like Jira or Slack!

Written by Kristen Rivera
Updated over a week ago

Testing and going live

How do I upload participants via CSV? (CSV Upload)

Learn how to upload multiple participants and stakeholders via our CSV Upload.

Written by Julian Bailey
Updated this week

How Do I Clear Browser Cookies And Cache?

Help your system run a bit more smoothly.

Written by Jacquelyn DeBonville
Updated over a week ago