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How to display a welcome message to clients
How to display a welcome message to clients
Updated over 2 months ago

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 :

Step 1. Adding a description to your process

  1. From your Process sidebar, click on Configuration > General and

  2. Change your Process description (which is usually visible in the ⓘ tab of your recipients' interface.

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Step 2. Marking your description as a welcome message

  1. On the same page (Configuration > General), scroll to the behavior section at the bottom of the page.

  2. Enable the welcome message by ticking the checkbox

  3. Save

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Step 3. 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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