PX Tips: Graduation Day for your Onboarded Users 🎓

Queue the Pomp and Circumstance ‍ - Your brand new users have gone through your multichannel onboarding program and they are ready for graduation. What’s next?

Send. That. Survey  It’s important to partner your qualitative data with your quantitative data to determine how your program has been working. Use that valuable feedback to make tweaks to the program for users coming down the line. 

Move them to the next phase in the journey  From here your user is ready for the next level of engagements. An easy way to let PX know that this users is no longer eligible for the onboarding program is through a new User attribute. As a reminder, user attributes can be used to include or exclude users from engagements and a KC Bot. Out with the old and in with the new. 

How do I add a User attribute? 

This could be done by your dev team using our REST API, Data Loader, or S3 user import ... OR…

 🤯 Life Hack: Build a simple Guide targeted to users that have COMPLETED all of those onboarding Engagements.  In that Guide, include a Custom button that when clicked updates that User attribute with some new value that is used to target those KC Bots in their Audience Logic. The messaging could be something like this…

"Congratulations, you have completed all onboarding Engagements! Click the button below to begin using our advanced KC bot for more advanced experienced users like you.  <Custom Button>".

ICYMI: In February we released and easy no code option for this  Custom Buttons that Update User Attributes. 

That’s It! The courses are done, the feature adoption behaviors are there and now we look to retention and growth  - “They just grow up so fast.” 🥹