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Welcome snippets

How can I create a custom onboarding snippet in Tallyfy?

Tallyfy® Snippets enable organizations to create personalized welcome messages and instructional content for new team members. This feature streamlines the onboarding process and ensures consistent information delivery.

These customizable snippets enhance the onboarding experience by providing immediate access to essential information, training resources, and organizational guidelines during critical initial interactions with the platform. Strategic snippet placement improves user adoption and reduces initial confusion.

These special snippets can be configured in Settings > Organization > Personalization under two distinct options:

  • MEMBERS - JUST JOINED: This snippet appears only the first time a new member logs in after accepting their invite. This option is ideal for one-time welcome messages, links to training videos, or key onboarding documents that require immediate attention.
  • MEMBERS - HOMEPAGE: This snippet always shows on the Tallyfy® homepage for all members in your organization. Use this persistent display for ongoing important announcements, links to company resources, or support information that requires continuous visibility.

How do I set up a welcome snippet?

  1. First, create the content as a Snippet: Navigate to Settings > Organization > Snippets. Click Create Snippet. Enter a title (e.g., “New Hire Welcome Message”) and add your desired text, images, or videos. Click Save. Creating the content in the Snippets section
  2. Then, assign the Snippet: Go to Settings > Organization > Personalization.
  3. Locate the setting for either MEMBERS - JUST JOINED (for the one-time message) or MEMBERS - HOMEPAGE (for the permanent message).
  4. From the dropdown menu, select the Snippet you created in Step 1. Selecting the created snippet in Personalization settings
  5. Save your changes.

Now, the chosen snippet will appear in the specified location for your members, providing immediate guidance and essential information during their platform experience.

Miscellaneous > Support

Tallyfy support involves strategic workflow adoption through early user involvement valuable process selection manager buy-in success story sharing planned rollouts automatic onboarding templates universal snippets for guidance and measuring adoption success through usage statistics feedback and process efficiency improvements.

Org Settings > Auto-launch templates for new members

Tallyfy automatically launches specific onboarding templates for new members when they join your organization providing structured consistent training and reducing administrative work while increasing platform adoption through immediate task assignments and self-guided learning experiences.

Snippets > Use snippets

Snippets are reusable text blocks that administrators create once and team members can insert into templates tasks comments and other text areas to maintain consistency and save time across the organization.

Templates > Snippets

Snippets in Tallyfy are reusable text blocks that provide centralized content management for consistent messaging across templates and processes while enabling automatic updates when changes are made to the original snippet.
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