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Creating and Editing an onboarding

A better view on how to create a new onboarding and edit it

A
Written by Alexander Karpovich
Updated this week

Contents


πŸ“’ Before creating a new onboarding:

Please verify that you've selected the correct project to proceed. The project name is listed on the left side of the dashboard menu.

How to switch between projects find in the linked article


Otherwise, the created onboardings in one space cannot be transferred or copied to another project since they are not interrelated and function as separate units.

To create an onboarding:

You should click the "Add onboarding" button.

A window will pop up, featuring several dropdown menus that require your input.
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Here, you must fill out all fields to continue. This is crucial for setting the necessary language support during this onboarding process. Please ensure:

  1. You have entered the onboard name in the "Name" field. Since you can create an unlimited number of onboardings within the project, each should have a unique name for easy reference during testing, designing, or publishing your app.

  2. You have set a default language from the drop-down menu in the field "Default language." Please note that only one language is to be selected among the offered range in this field since it will be the language in which the whole app is supported.

  3. You have chosen a number of languages in which you want your app to be translated and reflected for your audience in the field "Languages." Here, you may select any number of the needed languages from the drop-down menu only.

Select Onboarding Theme Design

Once this step is completed, please click "Next" in the pop-up and proceed with selecting a theme template for your onboarding by checking the box of your choice. Please note that you may opt for only 1 theme from the presented choice. Meanwhile, they are all customizable per your app needs as well as our team is working on adding new theme templates for selection.

Each theme template contains a number of screens with different unique functionality they possess and tools available for customizing. To proceed with its customizing, please click "Select."

Customize Onboarding Theme design

Here, you can personalize the entire theme template by adjusting the following parameters: Colors, Background, Header Fonts, Table, and Footer.

The detailed information about theme customisation you can find in the linked article

Note that you can begin customizing your chosen theme immediately or revisit it later through the onboarding dashboard. When you're ready, clicking "Next" will complete the creation of a new onboarding and automatically redirect you to the dashboard or map where you can build your Onboarding logic with the screens and establish flow connections between them.

πŸ“£ Please note that in the right upper corner of the onboarding dashboard, you may continue customizing the theme template if required by clicking on the "Settings" icon.

πŸ“£ Be aware that altering theme template settings will automatically apply your customizations and modifications to all screens simultaneously.

To modify parameters on a single screen, simply drag it to the main onboarding panel. Then, click the edit.

If you are ready with working on the onboarding, you should click the Close button in the left upper corner of the dashboard which automatically saves your progress.

Edit, clone, delete, move Onboarding and check Onboarding's info

Onboarding's info and status

When you return to your Onboardings list, you'll find detailed statistics for each onboarding. These stats include the current status, supported languages, creation date, and various actions accessible via the ellipsis symbol.

The "Status" is a crucial indicator of the stage and environment of your iOS app's onboarding process, ranging from development to production.

Learn about onboarding 'Statuses'

πŸ“’ Before creating a new onboarding:

Please verify that you've selected the correct project to proceed. The project name is listed on the left side of the dashboard menu.

How to switch between projects find in the linked article


Otherwise, the created onboardings in one space cannot be transferred or copied to another project since they are not interrelated and function as separate units.

To create an onboarding:

You should click the "Add onboarding" button.

A window will pop up, featuring several dropdown menus that require your input.
​

Here, you must fill out all fields to continue. This is crucial for setting the necessary language support during this onboarding process. Please ensure:

  1. You have entered the onboard name in the "Name" field. Since you can create an unlimited number of onboardings within the project, each should have a unique name for easy reference during testing, designing, or publishing your app.

  2. You have set a default language from the drop-down menu in the field "Default language." Please note that only one language is to be selected among the offered range in this field since it will be the language in which the whole app is supported.

  3. You have chosen a number of languages in which you want your app to be translated and reflected for your audience in the field "Languages." Here, you may select any number of the needed languages from the drop-down menu only.

Select Onboarding Theme Design

Once this step is completed, please click "Next" in the pop-up and proceed with selecting a theme template for your onboarding by checking the box of your choice. Please note that you may opt for only 1 theme from the presented choice. Meanwhile, they are all customizable per your app needs as well as our team is working on adding new theme templates for selection.

Each theme template contains a number of screens with different unique functionality they possess and tools available for customizing. To proceed with its customizing, please click "Select."

Customize Onboarding Theme design

Here, you can personalize the entire theme template by adjusting the following parameters: Colors, Background, Header Fonts, Table, and Footer.

The detailed information about theme customisation you can find in the linked article

Note that you can begin customizing your chosen theme immediately or revisit it later through the onboarding dashboard. When you're ready, clicking "Next" will complete the creation of a new onboarding and automatically redirect you to the dashboard or map where you can build your Onboarding logic with the screens and establish flow connections between them.

πŸ“£ Please note that in the right upper corner of the onboarding dashboard, you may continue customizing the theme template if required by clicking on the "Settings" icon.

πŸ“£ Be aware that altering theme template settings will automatically apply your customizations and modifications to all screens simultaneously.

To modify parameters on a single screen, simply drag it to the main onboarding panel. Then, click the edit.

If you are ready with working on the onboarding, you should click the Close button in the left upper corner of the dashboard which automatically saves your progress.

Edit, clone, delete, move Onboarding and check Onboarding's info

Onboarding's info and status

When you return to your Onboardings list, you'll find detailed statistics for each onboarding. These stats include the current status, supported languages, creation date, and various actions accessible via the ellipsis symbol.

The "Status" is a crucial indicator of the stage and environment of your iOS app's onboarding process, ranging from development to production.
​
By clicking on the sign "..." with 3 dots, you will see options to clone the existing onboarding, change the onboarding name and its supported languages selected earlier (πŸ“’ note that the default language cannot be changed!), or delete the created onboarding.

'Clone' an Onboarding

  • Selecting the clone option allows you to create a duplicate of your current onboarding.

  • The cloned onboarding will replicate every aspect of the original, capturing its Theme Design, Flow and Structure, Screen UI, and Connections Between Screens.

Onboarding 'Settings'

  • The settings option is accessible only when the onboarding status is "In Development" or "AB test in Development."

  • Within settings, you can: Edit the onboarding name, Modify the list of supported languages (excluding the default language), Alter the theme design settings.

'Delete' an Onboarding

  • The delete option is available only when the onboarding is in the "In Development" or "AB test in Development" status.

  • To remove an unneeded onboarding version, click on "Delete". This will permanently erase that particular version from your project list.

Move an Onboarding

  • You can create as many folders as needed to organize your onboarding documents.

  • To transfer your onboarding to a different location, follow the steps illustrated in the image above.
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    To continue working on the onboarding, just click on the onboarding itself on the main project dashboard, and you will be automatically redirected to its workflow panel.

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