Onboarding

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.

Use onboarding when you want to:

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.

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.

A Trackee can revisit their own onboarding at any time. This is useful when information has been shared in the onboarding, such as a video or links to specific places.

Here's how it works:

You will then see the shared information and the answers you previously gave.

Navigate to:
​Settings → Onboarding

Here, you can:

Check the follow-up article: Build an onboarding form