Onboarding Questions for New Users

Owned by Dilanka Wijesekera (Unlicensed)
Last updated: Apr 03, 2024 by Emelie Oskarsson
3 min read

Onboarding questions can be displayed to a user the first time they log in to the app or web after registering. The questions are created as Manually Created Fields in BRP and the user’s responses to these can be viewed in BRP Backoffice > Persons > Select a person > Own-tab.

Configure Onboarding Questions

Create a Manually Created Field in BRP Configuration for each question you want to have.

Manually created field in BRP Configuration

The Name is displayed as the heading for the onboarding question.

The Used on person checkbox ineeds to be checked in order for the question to be shown in the onboarding flow.

Types of Onboarding Questions

There are different types of onboarding questions, the type is decided in the Type dropdown list.

Based on the type of input there exist a variety of onboarding question types, see examples below:

Text Field

 

Number

 

Yes/No

 

Date

 

Multiple Selections

 

Text Area

 

Single Selection

 

 

 

Mandatory Questions

If you would like a question to be mandatory, mark the Required checkbox.

Mandatory fields will be indicated with a red asterix mark (*) in the onboarding questions-flow.

 

The Display Order of the Questions

In the List selection, you can decide the order of the questions in which they will appear to the user.

Finalizing Onboarding questions

If a user cancel the onboarding questions flow or selects to complete it later, they are able to get back to the questions from My Pages:

My Pages: indication that the onboarding questions are not completed