Auto-launch templates for new members

How to automate new member onboarding with templates

Tallyfy lets organizations automatically launch specific templates for new members when they join. This gives new members a structured start.

Prerequisites

Before setting this up, make sure you have:

• Administrator access to your Tallyfy organization.
• An existing template designed for new member onboarding.
• The template must be available to all members (e.g., not restricted to certain roles or members in its settings).

Setting up auto-launch templates

To set up a template to launch automatically for new members:

1. Go to Settings.

2. Click the Organization tab.

3. Select Customization.

4. Find the Launch template for new members? setting.

5. Use the dropdown menu to select the template you want to auto-launch.

6. Click Save Changes at the bottom of the page.

   

How it works

Once set up, when a new member accepts their invitation and activates their account:

1. The chosen template automatically launches as a process assigned to that new member.
2. They get email notifications about their first assigned tasks.
3. The process appears in their Tasks view, guiding them through the onboarding steps.
4. The process follows all standard tracking and completion rules.

Benefits for adoption and training

Using this feature has several benefits:

• Structured onboarding: Ensures every new member gets the same initial process.
• Self-guided training: Lets new members complete training tasks at their own pace.
• Reduced admin work: Removes the need to manually launch onboarding processes.
• Increased adoption: Gets members using the platform right away.
• Standardized knowledge: Gives the same key information to all new members.
• Measurable completion: Easily track onboarding progress.

Template design recommendations

Consider adding these to your auto-launch template:

• Welcome message and company info.
• Platform tutorial steps (linking to help articles).
• Introductions to key team members.
• Required training materials or compliance documents.
• A final step to collect feedback.

Additional considerations

• The template launches as soon as the new member activates their account.
• You can only set one template to auto-launch for new members.
• The name of the launched process will follow your organization’s default process naming settings.
• Administrators can monitor completion using the Tracker view.

This feature works well with other tools like welcome snippets for a complete onboarding experience.

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