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How to display a welcome message to clients

Updated over a week ago

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

  1. From your Process sidebar, click on Configuration > General > Adjust the experience of your contacts

  2. 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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