Displaying a welcome message
Depending on the process involved, you may need to display important information to end-users before they join your onboarding workflow. Here is how to do this :
💡 Note : Clustdoc’s interface has been updated. The design shown in this video may differ from what you see today. 👉 See this article
Step 1. Adding a description to your process
From your Process sidebar, click on Configuration > General > Adjust the experience of your contacts
Change your Welcome Message (which is usually visible in the ⓘ tab of your recipients' interface.
Step 2. Checking how it's going to look like
You can scroll back to the top of the page and click on View as end-user to see a preview of the future experience
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