How to Use the Onboardly App Dashboard

Introduction

The Onboardly app dashboard is your central hub for creating and managing onboarding tours. This guide will walk you through the various features and functionalities available in the dashboard.

Accessing the Dashboard

1. Log in to your Shopify or Wix account.
2. Navigate to the Onboardly app from your app list.
3. The dashboard will open, displaying an overview of your onboarding tours.

Dashboard Overview

Home

The Home section provides a quick overview of your onboarding tours and their statuses.

• Create Tour: Click this button to start a new onboarding tour.
• Tour List: View a list of all your existing tours with their statuses (active/inactive).

Manage

The Manage section allows you to edit and update your existing tours.

• Tour Steps: View and edit the steps of each tour.
• Editor Mode: Toggle the editor mode to make changes to your tours.
• Save Changes: Save any updates made to your tours.

Billing

The Billing section provides information about your subscription and available features.

• Subscription Plan: View your current subscription plan and its benefits.
• Upgrade Plan: Upgrade to a higher plan for additional features.
• Billing History: View your billing history and download invoices.

In-App

The In-App section allows you to create and manage in-app messages and notifications.

• Create Message: Click this button to start a new in-app message.
• Message List: View a list of all your existing messages with their statuses (active/inactive).

Creating an Onboarding Tour

1. Navigate to the Home section.
2. Click on Create Tour.
3. Fill in the details for each step of the tour, including title, content, and optional image.
4. Save the tour and preview it to ensure it meets your requirements.

Managing Tours

1. Navigate to the Manage section.
2. Select the tour you want to edit.
3. Toggle the Editor Mode to make changes to the tour steps.
4. Save the changes and preview the tour to ensure it looks as expected.

Creating In-App Messages

1. Navigate to the In-App section.
2. Click on Create Message.
3. Fill in the details for the message, including title, content, and optional image.
4. Save the message and preview it to ensure it meets your requirements.

Conclusion

The Onboardly app dashboard provides a comprehensive set of tools to create and manage onboarding tours and in-app messages. By following this guide, you can effectively use the dashboard to enhance your user onboarding experience. If you encounter any issues, please contact our support team at support@flydiz.com.

Happy onboarding!