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It’s Turkey Time! What is everyone’s favorite dish for Thanksgiving??
APRIL 2024🌦️ Happy April! 🌧️We can't believe how fast this year is flying by!Scroll down to see what's new at GUIDEcx: Add the right people + see what they'll see... easier than ever.This is a double-whammy. Not only can you customize customer roles, but you can also see what their experience will be like. Available in Labs to everyone April 24th Custom Fields Early-Access Beta is LiveOur amazing engineers and product team have been hard at work with revamping how custom fields work. Now they support data validation and you can use them in reporting, integrations, and more! Available now to everyone - just reach out to your CSM.Read More By default, when a customer replies to a GUIDEcx email with an attachment, GUIDEcx will store that file in their onboarding project. Now you can control whether that's allowed or not with the Import Email Attachments toggle in Company Settings. Available now to everyone.Read moreEdit + Merge Customer Records in Program ManagementAll Admins, Managers
As a token of gratitude for your contributions in community we will be offering some limited edition GUIDEbadges available to everyone who wants one!Here’s how it works:Between April 1, 2024 and July 1, 2024 every community member can collect as many points as possible to get these badges:300 Point Club: Earn between 300-399 points and receive this badge.400 Point Club: Earn between 400-499 points and receive this badge.500 Point Club: Earn more than 500 points and receive this badge. Once you earn that badge you can proudly flaunt it on your community profile so everyone knows you’re the real deal!
One of the first things I wanted to accomplish this year was to create an in-app learning experience (LX) for new users.I’ve built it from scratch and I can’t wait to see how it does in the wild.I’d love for everyone’s feedback to let me know what they think of it, plus you may pick up a couple tips and tricks along the way.PS this is open to everyone! Here’s the basic Framework:There are 4 levels: GUIDElevels 1-4. GUIDElevel 1: You learn the basics of GUIDEcx (how to complete tasks and use notes)GUIDElevel 2: You learn how to manage tasks and projects more efficientlyGUIDElevel 3: You learn the ropes to really using GUIDEcx and all the features to make your day to day easier. Along with customer engagement best practices.GUIDElevel 4: The goal is to show you how to become so proficient at using GUIDEcx you could waltz into HQ and work with us. Comment below if you want to check out the new GUIDEcx learning experience!
MARCH 2024🌱 Spring Brings Blossoms 🌱It feels like spring is right around the corner - at least at GUIDEcx HQ.We're welcoming a fresh ticketing experience, rolling out our "View As Customer" feature in Labs, and introducing 4 more sweet features.Springtime is time for new growth. And we want to keep growing GUIDEcx into the best customer onboarding platform we can for you.So buckle up for some fun new features and updates, landing in GUIDEcx. MAKE MORE DATA-DRIVEN DECISIONSIntroducing our new Report Builder! Now you can expand beyond the out-of-the-box reports in Report Navigator to customize layouts and create cards in your own analytics environment. Drag and drop from hundreds of available charts in our library, or define totally new visualizations from scratch in seconds. Plus, transform GUIDEcx data by combining it with connections to any system you use. LEARN MORE NEW SUPPORT TICKETING EXPERIENCEStarting today, all conversations will be initiated off ticket creation. This allows
Hey everyone! In honor of National Reading Day (Sat, March 2, 2024) I’d like to write a book with your help!If you know me, you know that I want to make customer onboarding the cool kid job.Part of completing that mission is to write a Children’s Book about customer onboarding.That way after a long day of onboarding customers and delivering value, we can read to our kids about onboarding.I’m thinking we should do an ABC’s kid’s book.So please, let’s put our brains together and write this book!I’m excited to see what everyone comes up with!
Hi everyone!Elan here 👋Thanks for taking the time to check this article out.I wanted to share an awesome update with you all! Over the course of next few days you’ll notice some changes within the Onboarding Network.We will be rebranding it to the “GUIDEcx Community.”For those of you who may not know, it was exactly 1 year ago that we started building out this community! It took a few months and iterations to get to where it is today.A year ago we made the decision to build a community of practice, a community where we could chat about industry trends. Open to everyone and anyone. We committed to leaning into discussing theory and best practices.While we’re still committed to discussing industry trends, in the community’s 2nd year, we want to double down on YOUR success.Moving forward we will be focused more on connecting GUIDEs together and providing more GUIDEcx-specific best practices.This change allows us to do more for you.The GUIDEcx community will be a place where you can:Share
Happy Valentines Day everyone! It’s another wonderful Wednesday here in the Onboarding Network. Please say hi to our newest members:@Mallori.K.Marshall from Complion @mariacristina.zamora from GoTo @Kiersti Felska from Celigo @MalloryI from LiveRez @nicolehisey from FieldRoutesCan you all share what your companies do?
FEBRUARY 2024 Happy GUIDEntines This month is all about sharing the love We'd be remiss if we didn't tell you that there is no one more we love more than our amazing customers, like you!As a special GUIDEntines treat, this month's newsletter contains:A guide to three ways you can share the love this month Our first GUIDEstory featuring Will from Boulevard RSVP to the February Office Hours Sneak peeks into what's new in GUIDEcx and more!So what are you waiting for? Dive on in!If you don't have time now, save it for later because this is chockfull of things you don't want to miss. Three ways to Share the Love: 1. Introduce your friends to GUIDEcx! Say Hello to our New Customer Referral Program Submit their info and we'll reach out to them to see if it's a good fit for them. Plus you can get up to $150. Win-win-win. Refer a Friend 2. Share these GUIDEntine's Day Cards with your
Good morning everyone! It’s another wonderful Wednesday here in the Onboarding Network. Please say hello to our newest members:@ACraig from School Pathways @Norman from Sangoma @Dawn from ForeFlightHow long have you all been using GUIDEcx?
Look at our growing community! What a treat it is to learn and connect with all of you! This week we’re highlighting our newest members. Please give a warm welcome to:@KacieJ from School Pathways@Rod Cherkas from HelloCCO@Shoumyavenkat from RevenueHero@jennytracy from Cornerstone Information Systems@mikehorton from Fiberwave@rsaurav from Skyhigh Security@Tim Gomez from Automotive Innovations We’re excited to learn with all of you! Where are you all based out of?
Hello hello! Our community keeps growing and growing! This week I am honored to welcome the following members:@Rhona from Duck Creek @carrie.allison from City of Montgomery (Alabama) @Ozlem from LivePerson @mdisanto from LivePerson @Cassandra from GoCo @TracyMack from Ardex LPThank you all for joining! Please take a moment to share where you’re from so we can get to know you better 😃
Happy Wednesday! It’s that time again to say hello to our newest community members 😄Please welcome:@emurphy from APS Payroll @Nick Berk from T-mobile @Chenoa Hardwick @Manisha from Cisco @AspireSryder from Aspire Software @eklips from Automotive Innovations @hale68 from the US Postal Service @Dan Beres from Traxtion @Greg Abts from Experian Employer Services @sscott from DriveCentricThank you for joining, you’re in good company!
JANUARY 2024Kicking off 2024 the right way This year is going to be one for the books, so grab your sunglasses and read on to see why 2024 is looking bright 😎 ☀️As your partner in everything onboarding, we understand the responsibility we have as your trusted guide. As part of the new year, we wanted to share a couple resolutions with you:Customer Obsession: We are committed to continue being customer-obsessed. This means that everything from product enhancements to training content will be designed with you and your success in mind. Your feedback will continue to be our compass, guiding us to tailor our solutions to meet your evolving needs. Special shoutout to Angela, Martin, and Larry (along with others) who inspired us to introduce custom report building which will allow you to build your own reports. Stay tuned for that release! Transparent Communication: Effective communication is the cornerstone of any successful partnership. We pledge to uphold a standard of transparent commun
I condensed 10+ years in Customer Onboarding into 10 related memes for the modern Onboarding Manager! Click the link and comment “me” on the post and i’ll send it your way! Would also love to connect with you all on Linked-in as well :D https://www.linkedin.com/posts/matthew-davidson-3b565832_saasstartup-customeronboarding-activity-7151090525389881344-vOEb?utm_source=share&utm_medium=member_desktop
I love seeing this community grow! We’ve got a few new members! Please take a minute to say hi and share one of your favorite things you’ve read in the community!Welcome to the party:@Jtutt21 from Chubb @angiemc989 from Flywheel.io @Sandinista from GUIDEcx (better late than never right? 😉) @knieberding from Darwin CX @becky from Magellan HCMWe’re excited to connect! Thanks for joining. Please don’t hesitate to reach out here if you have any questions or if you want to share some pro-tips!
It’s the first Welcome Wednesday of 2024!!! Gather ‘round and greet our newest Guides!From Magellan HCM, it’s @becky! From XOLogic, say hello to @Tyler Hainsworth From Chubb Insurance, meet @rrmurr From Lionbridge, it’s @FinbarrWelcome to the community everyone! We’re excited to learn with you.For us to get to know you better, feel free to answer this random question from my hat of random questions: What's the worst fashion or hair decision you've made?
Happy Welcome Wednesday! We’ve got a few new members to meet! So please make them feel welcome:@jsjensen04 from Conversica @KatyGoodnight from Chubb @cmelancon from Duck Creek TechnologiesWe’re excited to learn and connect with you!For us to get to know you better, feel free to answer this random question from my hat of random questions: What has been one of your favorite memories from 2023? It can be anything from going to the zoo to joining the Onboarding Network 🤣
Say hi to our newest community members:@Darrin brown from WiSys@pnicolac from Cornerstone Information Systems@subham from Eltropy@hwiens from ClearCompanyWe’re excited to learn and connect with you!For us to get to know you better, please answer this question: If you could go back in time, what is something you would tell your 10 year old self?
It’s another Welcome Wednesday! Say hello to our new friends and make them feel welcome 😄@danowall from Lithic@christyowsley from Consociate Health@AlisonBartlet from Commport Communications@Colton Dister from Dister Professionals@Ryan Ballein from Cin7@tdelillo from Turnitin@ChristianLively from Conversica@JPorter from HBI Solutions@tranlai from Eltropy@GenevieveEasterling from GUIDEcx@alisonmccarthy from Recharge Payments As new members we want to get to know you better! So, here’s your “welcome question”. If you could have an all-expense paid vacation (no budget), where would you go and what would you do?
For those of you who didn’t know, Santa has been using GUIDEcx for years. Check out his process! PS Did you know that this process takes 50 business days? That means Santa makes his list and checks it twice in early October (Oct 11 to be exact - assuming everything after that goes smoothly!) to ensure a successful Christmas! So if you made the nice list by October then you are set! If you didn’t, then chances are you’re getting coal. (Sorry.. there’s always next year!)
Gotta gooooo, byyyeeeee!!!!
Starting today, we will be highlighting all our new community members each week! We’ve got a few to say hi to! Please take a minute to say hello to everyone and give them a warm welcome to the Onboarding Network!@HannahCo @SergeyPiskov @lourdes.reyes @heathercaudill @Dave_donovan @sjaneshank @kendra@marty.ewings @JoyceB @johncharles @JustinPeticolas @Muthu @synayin @david.babikian @Amanda_GoCoPI @jkappes @Aldo Garcia @Jenevieve B. @aremedies @kylegrussell @Sandra Fields @argerbers @apaul22 @aavila @Ana @AnnaRiggsYou’re in good company and we’re excited to get connected with you and learn with you! Please make yourselves at home and let us know if you have any questions!
I’d love to learn more about you all! What are some traditions that you’re looking forward to this holiday season?
Read me first if you got a need for a feature that is currently not offered or a feedback regarding the way things work, you can submit a product wishlist idea. 1. SearchIf there is already an Idea or a Discussion on the topic you are thinking about, great! Simply head over and engage on the existing Idea:Vote Up Comment on it to add to the thread, your specificsIt always helps to build on the existing engagement on a piece of content rather than trying to build it from scratch.Tip: If you spot duplicate ideas submitted, please @mention user emaynez and we will Merge the Ideas. P.S. All votes are aggregated. 2. Create an Idea If you cannot find an existing Idea or Discussion that’s related to your topic, then select ‘Create an idea’ on the Ideas landing page.An Ideal Idea format:Subject: The high level objective of your Idea. Description: Details should clearly define your Requirements. Make sure to include:A clearly defined use case or business problem that is not met with current fun
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