What You Will Need
Step 1 - Understand the use case
One of the best ways to create a memorable onboarding experience for your members is to tailor the content that they have access to. When your members initially log into their Hub for the first time, they will be presented with your Hub onboarding sequence. The rest of the Hub content will only unlock for them after they complete a quick form or quiz which serves as the "Trigger" for moving your members from one Segment to another.
Step 2 - Create onboarding Audience Tags
From the Audiences tab of your Searchie account, find and click on your own Audience Profile. Once inside your profile, type in your Onboarding tag (ex. "Onboarding Complete") and click "Add new tag" to create Audience Tags.
Step 3 - Create Segments using Audience Tags as filters
Inside the Segments menu of your Searchie account, you will need to create two segments - one for "Onboarding Incomplete" and one for "Onboarding Incomplete".
Step 3a - Onboarding Incomplete Segment
This segment should be filtered so that the Tag "Is not" whatever Audience Tag you created in Step 2.
You can also specify what Hub this onboarding sequence is related to. Be sure to use the "And" filter and not the "Or" filter.
Step 3b - Onboarding Complete Segment
This segment should be filtered so that the Tag "Is" whatever Audience Tag you created in Step 2.
Step 4 - Attach your Segments to your Hub sections
With your two Segments created, we now need to attach your Segments to the corresponding Hub sections.
Any onboarding content should be tagged with your "Onboarding Incomplete" Segment under "Section Visibility". Any content that onboarding will unlock should be tagged with your "Onboarding Complete" Segment under Section Visibility.
Any Hub sections that will not be impacted by your onboarding sequence do not need to have their Section Visibility locked. You can simply leave any general content without a selected Segment.
For more information on how to attach a Segment to a Hub Section, check out our support article on using Segments to control Hub section visibility.
Step 5 - Create a placeholder section to link your onboarding form
Inside the Hub that you are personalizing, create a Hub section that will link to your onboarding form. We recommend using a Call to Action section as this particular section allows you to highlight the link with any additional text that you want to include. Once we build out the assessment form in Step 6, we will add the link to this Hub section in Step 8. For now, this section will simply be a placeholder.
Step 6 - Set up your onboarding form
Access your form application to set up your onboarding form. This article will use Typeform, but you can use any platform that integrates with Zapier including Google Forms, TryInteract or Survey Monkey.
If this is your first time creating a form for a Zap, check out Step 6 in this article for more information on how to set up your onboarding form.
Step 7 - Add your onboarding form link to your Hub
Now that your onboarding form has been created, we can add the link to our placeholder Hub section that we created in Step 5.
Inside your Hub editor, access the Hub section that will link to your assessment. Be sure that your section's "Link" is set to "External Link". Inside the URL block, paste in your onboarding link.
OPTIONAL: If you added the email field to your form link, you can now connect your Searchie audience's email by selecting "User Email" from the dropdown menu. The link should be formatted as pictured below:
Step 8 - Fill out your onboarding form
Once you've connected your onboarding link inside of your Searchie Hub, click on the link inside the Hub to fill the form out. Filling out your form will provide you with test data that we can then test our Zap with.
Step 9 - Create your Zap workflow
Access your Zapier dashboard to start by creating your workflow. Replicate the image below to connect your form application to Searchie. Your workflow will be used to connect "Typeform" to "Searchie" so that when a "New Entry" happens, we use the assessment information to "Add Audience Tag" in Searchie".
Once you've set up your workflow, click "Try it" to be taken to your Zap Editor.
Step 10 - Fill out your Zap Trigger
The first part of your Zap is the "Trigger". This is where we will fill out the information that we want to start the Zap.
Choose your assessment form application (Typeform in this case) and set your "Trigger Event" to be "New Entry" or your application's equivalent. Click "Continue" once you're happy with your selection.
Sign into your account. Click "Continue" to proceed to the next part of the Zap Trigger.
Now that your account has been added, select the "Form" that you are using for your Hub assessment. Click "Continue" to proceed.
Now that we've added all the information we need from Typeform, Zapier will "Test trigger" to confirm that this first part of the Zap is set up correctly to receive data.
Step 11 - Fill out your Zap Action
The second part of your Zap is the "Action". This is where we will fill out where we want the information captured in the "Trigger" part of the Zap to go.
Choose Searchie as your application and set your "Action Event" to be "Add Audience Tag". Click "Continue" once you've made both selections.
After selecting Searchie as your application, you will now sign into your Searchie account that you are using for this process. Click "Continue" once you've added your account successfully.
Once you are signed in, we can now set up the Zap Action. Under "Audience" select "Email". This step ensures that the Audience Tag is added to whatever email is connected to it from the form response.
In addition to filling out the "Audience" field, we also need to fill out the "Tags" field. This is where you'll insert the onboarding Audience Tag that you created.
At this point, our Zap is pretty much done! 🎉
Just like we tested our Zap Trigger, you will now need to test your Zap Action. This is why Step 8 is so important: without any test data, your Zap will not work.
After testing your Zap, the only thing left to do is to ...
... That's right. Turn on the Zap ;)
What You Can Do Now
Use another assessment form to tailor what Hub content your members have access to