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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 Tallyfy 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 provides comprehensive support and adoption strategies including early user involvement starting with valuable processes manager buy-in automatic onboarding templates universal snippets for guidance and success measurement through usage statistics and feedback to ensure effective team workflow adoption.

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 are reusable text blocks that ensure consistency and efficiency by allowing you to create content once and use it across multiple templates and processes while automatically updating everywhere when changes are made.
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