Circle terms

Onboarding Flows

Customizable steps designed to welcome and guide new members through the community.

What are Onboarding Flows in Circle

Onboarding Flows in Circle refer to the process or steps that new members go through when they join a community. This process is designed to help new members understand the community, its rules, and how to engage with other members. It's an essential part of ensuring that new members feel welcomed, understand what's expected of them, and know how to make the most of the community.

The Onboarding Flows can include steps like introducing new members to the community, explaining the community rules, showing them how to set up their profile, and guiding them on how to start participating in discussions. This process can be customized based on the specific needs and goals of the community. The aim is to make the onboarding experience as smooth and engaging as possible to encourage new members to actively participate in the community.

How to set up onboarding flows in Circle?

Setting up onboarding flows in Circle involves a few steps. First, you need to create a new space specifically for onboarding. This can be done by clicking on the 'Create a Space' button on the dashboard. You can name this space 'Onboarding' or something similar. In this space, you can create different posts or topics that new members should read or engage with. These could include an introduction post, community guidelines, how to use the platform, etc.

Next, you can set up an automated welcome message for new members. This can be done by going to the 'Settings' tab and then clicking on 'Welcome Message'. Here, you can customize the message that new members receive when they join. You can include a link to the onboarding space in this message. Additionally, you can also set up email notifications for new members to guide them through the onboarding process. This can be done under the 'Email' tab in 'Settings'. Remember to save all changes before exiting.

Why is my onboarding flow value 0 in Circle?

The onboarding flow value in Circle could be at 0 due to a few reasons. One possibility is that there may be no new members joining your community, hence no onboarding process is taking place. This could be due to a lack of marketing or visibility of your community, or perhaps the community is set to private or invite-only, limiting the number of new members.

Another reason could be technical issues. There might be a problem with the tracking or reporting system in Circle, causing it to not properly record or display the onboarding flow value. It could also be that the onboarding process is not set up correctly, or there are issues with the onboarding steps that prevent new members from completing them. It's recommended to check the settings and configurations in Circle, and if necessary, reach out to their support for assistance.

How to troubleshoot a 0 value in onboarding flows on Circle?

Troubleshooting a 0 value in onboarding flows on Circle can be approached in a few ways. First, check if the onboarding flow is set up correctly. Ensure that all the necessary steps are included and that they are in the correct order. If there are any conditions or triggers associated with the flow, verify that they are functioning as expected.

If the setup appears correct, the issue may be with the data being passed into the flow. Check the data source to ensure it is providing the expected values. If the data source is another system or service, there may be an issue with the integration. It may also be helpful to test the onboarding flow with a variety of data to see if the issue is consistent or if it only occurs under certain conditions. If the problem persists, consider reaching out to Circle's support for further assistance.

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