Outcome. A new customer receives a short drip of relevant help-center articles and resources during their first weeks, spreading self-serve education out instead of dumping every link in one welcome email nobody reads in full.
Workflow map
Enrollment, branches and actions at a glance
customer-onboarding-025
flowchart TD
A[Lifecycle stage = Customer] --> B[Send resource 1]
B --> C[Delay 3 business days]
C --> D[Send resource 2]
D --> E[Delay 4 business days]
E --> F[Send resource 3]
F --> G[Delay 5 business days]
G --> H[Send resource 4]
When to use it, when not to
- UseUse it for self-serve or low-touch customers (see customer-onboarding-016 / 017) where a live kickoff call is not part of the process, or as a supplement alongside high-touch onboarding.
- UseUse it when your help center has a small, stable set of "first weeks" articles worth pointing to in order.
- SkipDo not use it as a replacement for the welcome email series (customer-onboarding-004), that fiche covers the account-setup basics, this one is ongoing light-touch education.
- SkipDo not use it if your help center content changes too often to keep four hardcoded links current, in that case link to a single onboarding hub page instead.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.7 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the customer onboarding pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
