interactive onboarding
under review
D
Devon Smart
please let this be all over the application not just the crm. This would be amazing on things like memberships, communities, funnels etc
S
Scott Curts
Oh I so want this. I'm looking at 3rd party software that offers this, but, it would be so easy for GHL to implement it.
A
Alex Zalamov
This is a must. Maybe there could even be a toggle button to enable or disable this depending on if the user wants to see it.
D
Dave Yandel
yes! this would be awesome
B
Babak Bavardi
Any updates on this?
B
Babak Bavardi
We really need the onboarding integration to be streamlined...
Why can't we have all the integrations in the same spot?
We currently have to go to domains for domain integration.
Then integration settings.
Then marketing tab to connect socials.
Then profile settings for Google two way connection.
Then we have to connect calendar to Gmail.
While this is not an issue for us, it is 100% an issue for clients. Because we cannot have them use SaaS without onboarding them. There's a lot of little settings and tweaks that we have to make....
All of this can be prevented if all integration settings were in one spot or if we didn't have to connect same apps multiple times...
K
Keith1 Besherse
Babak Bavardi: Yes. Integrations should equal all integrations.
G
Gowtham Jakka
Better interactive onboarding is a must. It reduces stress on new agencies needing help to onboard clients and provides a standard experience to clients across the platform - for both new and experienced agencies alike.
vcita.com do a better job at onboarding natively within the app. So that can be a guide to implement a similar solution.
J
John Demian
You can use Eyelet.io to create product tours without having to break the piggy bank. You can use the free trial to figure out if it's a good fit or not before you commit to anything.
U
Urban Minimal
https://userflow.com/pricing . this is an alternative, but I know that ghl can do it better! also the ability to use a tool like this for apps we create or courses would be really useful
S
Steve Hallman
Product tour pop-ups.... agreed
S
Sales & Marketing
under review
D
Devon Smart
Sales & Marketing any update on this?
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