We’re excited to introduce a powerful new feature built to turn new sign-ups into active, engaged users. Users’ Onboarding Journey is a comprehensive system that automates engagement, tracks registration patterns, and guides users through their most critical first days on your platform.
🎯 What This Means for You
As a platform administrator, you know that the first few days after a user registers are crucial. New users who don’t make a transaction within their first week are significantly more likely to churn. The Users’ Onboarding Journey feature helps you:
– Automate user engagement with a 7-day email newsletter sequence
– Track new registrations with detailed filtering and analytics
– Monitor user journey with real-time dashboard notifications
– Receive daily reports of new registrations via email
– Customize email templates to match your brand voice and messaging
– Reduce user churn by proactively engaging new users before they leave
📋 Key Features
📊 New Registrations Dashboard
– Comprehensive Registration Tracking: View all new user registrations with advanced filtering options
– Smart Filtering: Filter by date range (daily, last 7 days, last month, last year, or custom), user details, and transaction status
– User Insights: See wallet balance, transaction history, and engagement status at a glance
– Export Capabilities: Export registration data for any date range for further analysis
Why This Matters:
Having a dedicated view of new registrations helps you understand your user acquisition patterns, identify peak registration times, and track the effectiveness of your marketing campaigns. Instead of searching through the general members list, you now have a focused dashboard specifically for new user management.
📧 7-Day Email Newsletter System
– Automated Email Sequence: New users automatically receive one unique email per day for 7 days after registration
– Customizable Templates: Create and edit email templates for each day with full control over subject and body content
– Smart Placeholders: Use dynamic placeholders like [username], [email], [firstname], [lastname], [phone], [site], and [date] for personalized messaging
– Automatic Stoppage: Emails automatically stop if a user makes their first transaction (no need to send reminders if they’re already engaged)
– Template Management: Enable or disable individual day templates, edit content anytime, and preview before sending
Why This Matters:
Research shows that users who receive onboarding emails are 3x more likely to make their first transaction. The 7-day sequence guides users through understanding your platform, funding their wallet, and making their first purchase. By customizing these emails, you can communicate your unique value proposition and build trust from day one.
🔔 Dashboard Notifications
– Persistent Reminders: New users who haven’t made a transaction see a dashboard notification encouraging them to make their first purchase
– Smart Timing: Notifications appear if a user hasn’t transacted within 1 hour of login
– User-Friendly: Users can dismiss notifications for a day, but they’ll reappear until they complete their first transaction
– One-Time Email Alert: Users receive a single email notification if they haven’t made a purchase (to avoid inbox overload)
Why This Matters:
Dashboard notifications provide gentle, non-intrusive reminders that keep your platform top-of-mind for new users. Unlike emails that can be ignored, these notifications appear directly in the user’s dashboard, ensuring they see your encouragement to get started.
📈 Daily Admin Reports
– Automated Daily Emails: Receive a comprehensive email report every morning with all users who registered the previous day
– Detailed User Information: Reports include user ID, username, email, phone, name, registration time, wallet balance, and transaction status
– Multiple Recipients: Add multiple admin email addresses to receive these reports
– Export Functionality: Export registration data for any date range directly from the dashboard
Why This Matters:
Daily reports help you stay informed about new user registrations without having to manually check your dashboard. This is especially valuable for tracking growth, identifying trends, and ensuring you’re aware of all new users who join your platform.
⚙️ Admin Configuration
– Email Template Management: Full control over all 7 email templates with a user-friendly editor
– Admin Email Recipients: Configure which email addresses receive daily registration reports
– Feature Activation: Enable or disable the entire onboarding system based on your needs
– Default Templates: Pre-configured email templates are included to get you started immediately
Why This Matters:
Every platform is unique, and your onboarding messaging should reflect your brand. The admin configuration tools give you complete control over the onboarding experience, allowing you to tailor it to your specific needs and brand voice.
🎯 How to Access Users’ Onboarding Journey
1. Navigate to Management Menu:
– Go to your sidebar menu
– Click on “Management” section
– Select “Users’ Onboarding” (located after Manage Members)
2. Explore the Dashboard:
– New Registrations Tab: View and filter all new user registrations
– Email Templates Tab: Customize your 7-day email sequence
– Admin Settings Tab: Configure admin email recipients for daily reports
3. Customize Email Templates:
– Click on any Day X Email card to edit
– Modify the subject and body content
– Use placeholders for personalization: [username], [email], [firstname], [lastname], [phone], [site], [date]
– Toggle templates ON/OFF as needed
– Save your changes
4. Set Up Admin Email Recipients:
– Go to Admin Settings tab
– Add email addresses that should receive daily registration reports
– The default admin is automatically included
5. Monitor and Export:
– Use the advanced filters to find specific user groups
– Export registration data for analysis
– Review daily reports in your email inbox
Note: This feature is available as a paid add-on. Contact your account manager to enable Users’ Onboarding Journey for your platform.
Autobiz Framework
