Onboarding is an interactive questionnaire or introduction form shown to a Trackee at the start of a Track. It helps participants get started smoothly and allows you to collect or share essential information right away.
The onboarding appears automatically in the Track app as soon as a participant is added to a Track. The Trackee can complete it before the core program begins.
When should you use onboarding?
Use onboarding when you want to:
Provide a smooth start with a clear introduction to the Track and Trackler
Collect key information before the first session (such as preferences or goals)
How does onboarding work?
You build an onboarding using the same builder as forms. You create pages, add questions, and set whether answers should be saved to Track Metadata — on a per-field basis.
What’s the difference compared to a form?
Onboarding | Form |
Automatically shown at the start of a Track | Manually sent or triggered via workflow |
Purpose: kickoff and optional intake | Purpose: collect data during the Track |
Answers appear in the Track under the Onboarding app | Answers appear under the Forms app in the Track |
Answers and metadata
Answers from an onboarding are visible inside the Track under the Onboarding tab. You can choose to store specific answers in the Track Metadata — useful if you need the data later in the program.
Note: Answers are not saved to metadata by default. You must enable this manually per field.
Where to find onboardings
Navigate to:
Settings → Onboarding
Here, you can:
Create new onboardings
Edit or update existing ones
Publish, archive, or reuse onboarding flows
Want to learn how to build an onboarding?
Check the follow-up article: Build an onboarding form