How to get Onboarding flow triggered for new users

[nirmala_shome]

I’ve set up a series of onboarding screens and conneted them using workflows that will update a column for each user profile on how much they have completed and then after the final step they get a true result for a boolean column Onboarding Completed.

However when I try to now sign up as a new user it just takes me to another screen and I can’t access the onbarodign flow.

I tried to set up a Condition on the Welcome Screen where it shows if my Onboarding Step value is empty but it’s still hiding the screen from me when I’m testing as the new user?

[Jeff_Hager]

I see that the user you are previewing as is yourself. Is the Onboarding Step empty in your user row?

[nirmala_shome]

The screenshot is cutting it off but i’m testing as an alias with a +1 email address and in the data base the Onboarding Step is empty.

[nirmala_shome]

Hi there, wanted to repost on this as i see it’s creating other issues in the app.

So I’m testing with another users in the app and I see for some reason when I view our Users/ Admin table it’s different to mine? I thought that the user table would remain consistent across all views?

This person (m) is also not getting any data in their Today’s Mantra table, but the other two users are? We have the same settings in the Admin table?

Wondering what i’m missing here.

[Jeff_Hager]

I see several user specific columns in your tables. Is there a reason you chose to make them user specific? Values in a user specific columns will differ for each user. If a user sets the value in a user specific column, other users will not see what they entered. User specific columns create a unique experience for each user.

I don’t know why you would be using user specific columns in the Admin user table, because each user should already be working with their own individual rows. Normally there shouldn’t be a need for different users to have different values in the same user row/column.

Not sure about your Mantra table and if there is a need for user specific columns, but based on the problem you are explaining, the user specific columns would definitely be the reason why one user sees values and the other doesn’t.

[nirmala_shome]

Thanks Jeff, tbh I’m not sure why I set those as User Specific I will update this. Right now I have the Onboarding Step and Onboarding Completed both as user specific - do these not need to be user specific?

This could potentially all address my original issue with onboarding not triggering for people

[Darren_Murphy]

@nirmala_shome

Right now I have the Onboarding Step and Onboarding Completed both as user specific - do these not need to be user specific?

No, there is no reason to make them user specific.

[nirmala_shome]

Thank you. I’ve updated the Onboarding Step and Onboarding Completed to not be User Specific and updated my Workflow Actions for the CTAs.

So when I to through the flow as myself I see the data in my table updating as I go through the the flow. However I then wanted to test as another user Micky and when i go through as that profile I see it’s updating my row not their row?

[Darren_Murphy]

@nirmala_shome

However I then wanted to test as another user Micky and when i go through as that profile I see it’s updating my row not their row?

Sounds like you need to apply a filter to your onboarding screen: “Email is Signed in user”
Either that, or apply Row Owners.

[nirmala_shome]

Great that solved the issue the Onboarding now works for each user