Planning for launch

This guide explains best practices for communication and experimentation before launching your onboarding experience, and what to do after.

🚀 Launching Candu

Happy with your test results? It’s time to plan the launch.

Before launch, we recommend creating a fallback option with the default Segment of Everyone in case an end-user doesn't fall neatly into one of your buckets.

Step 1: Setting your launch Goals

What are you hoping to achieve with Candu? If you haven’t already done so, it’s time to think through what results you hope to get.

Type

Example Goal

How to Set Up Your Goal

Event-based

Clicked button,

reached page, submitted ticket

Event-based Goals can be set up in from the Goals section of Candu. Please note that you must send us the event.

Content consumption

% who watched a video

Content consumption events are tracked automatically and are shown in the Analytics section of each Tutorial.

Qualitative feedback

Free-form text

Qualitative feedback from end-users and accounts can be very helpful, but this information is not tracked natively within Candu.

Step 2: Setting up an experiment with Candu

Many companies choose to use a time-based cohort to better understand the extent to which their new onboarding drives activation. To do this, you can build a time-based Segment, such as “First visit in the last 30 days,” and compare it to “First visit in the last 30 to 60 days.”

Although Candu does not support AB testing natively, if you do have multiple onboarding experiences to test, you can run such an experiment with two Segments. If you have questions on how to run such an experiment, contact our support team.

Step 3: Launching your first Tutorial

In order to launch your Tutorial, all you have to do is switch from a test Segment (such as “only internal users”) to an end-user Segment (such as “End-users in their first 30 days”). You can either choose from one Candu’s default Segments—“Everyone” or “Only Me”—or you can create a new Segment, leveraging end-user metadata.

Using your admin access, you’ll be able to use Candu’s “view as” feature to see how the page appears for different Segments. See Candu's How to publish guide for a more in-depth guide on publishing content.

Step 4: What to expect post-launch

🌟 Congratulations! 🍾You launched your first Candu onboarding!

We want to hear all about it—what worked, what could be better, and what you’d like to do next. Get in contact with our support team anytime.

But this is just your first act. Here’s what comes next:

Plan to iterate

Candu’s Analytics Suite gives you insights into how your end-users are responding to your content. You’ll learn what’s working and what needs to be fine-tuned. Armed with this knowledge, you can easily adjust your Tutorials in the Candu Editor, and improve the experience for your end-users.

Plan for versions

You’ll likely discover that distinct end-users respond differently to your content—often in unexpected ways. When you notice a new behavior, such as an invited user with a different set of needs, you can create a new onboarding experience just for them. Candu allows you to create unique experiences for accounts, access privileges, levels of expertise…and the list goes on.

No two end-users are alike, so why should their onboardings be? Welcome to the multiverse of onboarding. ⛵️