Increase Engagement and Productivity with User-Based Task Plans and Personalized Content in Your Hub

Have users take ownership of tasks with the new user-based task plan. Welcome users to their hub with a first-experience video, and personalize hub content by user persona. Check out our latest features below ⬇️.

✅ Unveiling user-based task plans!

If many users follow the same steps as they set up their profile, or experience a training course to master your product - a user-based task plan could be the way to go. Create a unique experience for each user, even if they're all going through the same steps.

🚪 Welcome users with a first-experience video

In addition to a message and image, you have the ability to share a video to be displayed upon each user’s first hub visit to their hub. Welcome customers by explaining the content of your hub, or the structure of your journey.

🧑 Personalize hubs by user persona

Visibility rules allow you to automatically display or hide widgets for each account. Now, visibility rules can also be configured based on user persona (eg. champion, admin).

Callouts enable you to provide a personal welcome and guidance to each user entering their hub. With the new ability to reply to Callouts, your customers will have a smoother experience collaborating with you.

Don’t forget to check in next month!

We are well underway with more releases to streamline your customer journeys and help you take ownership of your many customers.