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Agency Customer Onboarding Flow / Ready-made widgets, forms and campaigns

Feature RequestGeneral

Agencies can setup widgets, feedback forms, QR codes and campaigns for new customers that are created inside the platform. This will greatly speed up onboarding while maintaining flexibility for agencies to adjust to their requirements.

Posted by mannie@embedmyreviews.com ·
Status: Completed5 comments

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Comments5

  • mannie@embedmyreviews.com

    Team•

    Oct 30, 2024

    Completed: https://roadmap.embedmyreviews.com/changelog/onboarding-blueprints-automate-customer-onboarding

  • mannie@embedmyreviews.com

    Team•

    Sep 26, 2024

    this will be fixed as apart of the open onboarding task. This will be merged with that

  • braphz

    •

    Jul 13, 2024

    Wow

  • mannie@embedmyreviews.com

    Team•

    May 31, 2024

    @Aaron this is currently being worked (see Workflow templates). This will be powerful since you can build an automated sequence on sign-up to create campaigns, widgets, forms and more.

    Going to merge this into that task.

    • Aaron

      •

      Jul 24, 2024

      This will be great! For multi-location businesses it would be handy to be able to create a master feedback form and apply to all locations within an organisation, or be able to copy/duplicate feedback form to all within the org.