Onboarding templates

An onboarding template is the checklist a new subscription starts with: the steps to get the customer live, who owns each one and when it is due. Without a template a new subscription gets no checklist.

Create a template

  1. Select New template, or Add starter template for a ready-made one to adjust.
  2. Fill in Name and, if you like, Description. Keep Active ticked so new subscriptions can use it.
  3. Under Which customers, leave Every customer, or choose a Company custom field and the Value a customer must have.
  4. Under Steps, in order, select Add a step for each step. Give it a Title and, if you like, a Description, an Owner role and Due, days from the start. Tick Required before going live where it matters.
  5. Use the arrows to reorder steps and ✕ to remove one.
  6. Select Save template.

Which template a subscription gets

The first active template by name whose custom field holds the customer's value is used. Otherwise the first active template with no condition is used. A template whose condition does not match is never the fallback.

Whether open required steps stop a subscription going live is set on Subscription automation.

Change a template

Select Edit beside it, make your changes and select Save template. Untick Active to stop offering it; it stays on file. If someone else saved it while you were editing, select Reload the template and make your change again.

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