Login to Simplici: Log in to your Simplici account using your credentials.
Access Onboarding Flow: Navigate to the onboarding flow section or feature in your Simplici dashboard.
Create a New Onboarding Flow (If Needed): If you need to create an onboarding flow, set up a new one tailored to your requirements. SEE: Getting Started: How do I build an onboarding flow?
Generate Invitation Links: Within the onboarding flow settings, look for an option to “Invite”.
Add Recipient: Please input essential recipient details such as name, phone number, and email address. You also have the option to include additional fields as needed. You can either enter this information manually or upload a CSV file containing all the necessary data.
Pay and Invite: Choose to either pay as you go or monthly billing plan and then hit the “Pay and Invite” button.
After inviting all the recipients, keep an eye on the progress of individuals as they go through the onboarding flow. SEE: 17 (Getting Started: How can I monitor progress of my onboarding process?)
Getting Started: How do I invite people to onboard with my flow?
Updated over a year ago