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User-facing reference/onboarding materials


kris_o
  • Contributor ⭐️
  • 1 reply

Hi everyone,

We’re in the process of setting up our community on inSided and are about to start writing up some onboarding “FAQs” or articles for our community members. I wanted to see if there were any examples (from your own community or others!) of well-organized and digestible user-facing onboarding resources that we can use as some inspiration.

 

The types of articles we’re initially looking at creating include:

  1. Getting started (like an intro the platform)
  2. How to start a conversation
  3. How to ask a question
  4. How to submit an idea
  5. What are the different roles
  6. How to set up your profile

Thank you!

10 replies

  • 0 replies
  • January 13, 2022

We have a whole KB built out with those details, you’re welcome to come check it out but will have to register for our community https://www.productmakers.com

You’ll find it under the Get Started menu. 


Onomatopoeia
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  • Helper ⭐️⭐️
  • 93 replies
  • January 13, 2022

LOVE IT @Scott Baldwin. 

@kris_o I’m also reading Feverbee’s alternative approach to onboarding emails at the moment. It focuses not on the features of the community, but on changing how the feel and think about the community:

https://www.feverbee.com/onboarding-journey/

 

 


kris_o
  • Author
  • Contributor ⭐️
  • 1 reply
  • January 13, 2022

@Scott Baldwin @Onomatopoeia thanks for these! Love both of these approaches; will share with our Engagement team and see which is more aligned with their vision.  


SmartlyGreg
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  • Helper ⭐️⭐️⭐️
  • 201 replies
  • January 17, 2022

I love the idea of using the knowledge base as onboarding material/ community guidelines section @Scott Baldwin its brilliant, as it makes for a very clear CTA in the navigation. Sadly until InSided allow us to add content types freely (ie. a second Knowledge base section) it might be a challenge for other community managers using it for their tool/ app knowledge base. (I submitted an idea about allowing content types, but thats not the point here...). 

And it made me wonder what options there are for people that cannot use the knowledge base, to put onboarding content in front of the relevant people. Then I realised there is an endpoint in the InSided object for user rank. (And while points might be more appropriate the way we setup ranks means there are newbie ranks). 

So I created a custom HTML element that relies on a small script to show only to people with these early/ newbie ranks. I’m hooping this will work out for us, and has the benefit of being very scalable as we add onboarding material.

I’ve documented this in the Awesome Third party scripts conversation here: 

Hope this helps!


Laurenseife
Anonymous wrote:

We have a whole KB built out with those details, you’re welcome to come check it out but will have to register for our community https://www.productmakers.com

You’ll find it under the Get Started menu. 

I’m trying to navigate your community- is this something you still have hosted?


Blastoise186
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  • Helper ⭐️⭐️⭐️
  • 536 replies
  • February 24, 2025

Good evening ​@Laurenseife ,

Apologies, but it looks like that user left this Community some time ago and had their account deleted, so it’s no longer possible to reach them and they won’t know you’ve asked them a question. Sorry about that.

Was there something in particular you were looking for?


Laurenseife

Hey ​@Blastoise186, I should have suspected as much. 

I am curious about how others are handling their “how tos”. I’m planning on creating a video tutorial and would like to see how others documented their fundamentals.

Maybe ​@kris_o, would you be willing to show what your finals shaped up to?


Blastoise186
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  • Helper ⭐️⭐️⭐️
  • 536 replies
  • February 24, 2025

Gotcha.

Hmmm… How about I introduce you to a friend of mine. Can’t promise he’ll respond, but it never hurts to ask. ​@BradleyOVO Got a bit of time boss? 


BradleyOVO
  • Contributor ⭐️⭐️⭐️
  • 11 replies
  • February 25, 2025

Hey, thanks for the notification ​@Blastoise186 & lovely to meet you ​@Laurenseife !

 

This is something on my long to do list - completely revamping our welcome experience to new users to our forum.

 

Currently, the previous OVO Forum overlord (as Blastoise would say) created a custom page for our new users - however it’s only link to to this area is via one button on our homepage/landing page.

 

I’m very keen to learn from others on how they’re looking to implement this ‘how to’ style articles and learn from more established forum lead veterans!

 

🙂


Kgastaldo
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  • Helper ⭐️⭐️⭐️
  • 174 replies
  • February 28, 2025

It’s from quite a while ago (a whole job ago for me) but I made a getting started video for members and added it to our Academy for onboarding. You can watch here without logging in: 

https://community.ifs.com/forum-faqs-help-22/getting-started-in-the-ifs-community-for-customers-11820

I had a bunch of how to’s in a forum section “About the Community” and they actually got a decent amount of views, over time.

Happy to see how others are handling this!

 


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