How to create and assign Preboarding flows
🏳️ Available as an AddOn
How to get the Preboarding AddOn
You can add Preboarding to your account either by starting a free trial or by adding it to your subscription from the 'Settings' > 'Account' page. Learn more about purchasing AddOns here.
Create a Preboarding flow
To create a Preboarding flow, log into the SwipedOn web dashboard and from the top nav head to 'Settings' > 'Preboarding'.
Click on the 'Add New' button and give your preboarding flow a name.
You can upload a document, video or image by dragging and dropping a file into the area under the Media header. Supported file types are pdf, png, jpg and mp4, and the maximum file size that can be uploaded is 100MB.
Add questions to your preboarding flow by clicking the ‘Add Question’ button and then typing your questions and answers into the applicable fields.
A preboarding flow can have multiple questions, and each question can have multiple answers with at least one correct answer. To indicate that an answer is correct, tick the checkbox next to the correct answer(s).
Click on the Save button to finishing creating the preboarding flow.
Assign a preboarding flow
Once you've created your preboarding flow as per the steps above, this will need to be assigned to a visitor category from within the 'Settings' > 'Visitor Settings' > 'Fields' view before it is enabled. Ensure you've selected the category you would like to assign the preboarding flow to at the top of the page, as shown below.
Click on the 'Select' button, as shown above. You’ll see a list of all the preboarding flows that have been created to select from, and if you have a lot, you can search for a specific preboarding flow by typing in the name.
Once assigned, the visitor preboarding flow is in place and visitors will be required to complete this before they can sign in.
💡 Enterprise customers are able to assign different preboarding flows to different visitor categories.
Learn more about how a visitor completes the preboarding flow here.
iPad & Android Tablet support
Preboarding is not yet fully supported on the iPad and Android tablet apps. However, if a visitor who has not completed the preboarding flow attempts to sign in from the iPad or Tablet, they will be required to scan the QR code to complete the this first.
You will need to be running version 3.5.1 of the SwipedOn app to use Preboarding. To check the version of your SwipedOn app, open the app on the iPad or Android tablet. On the home screen, triple tap the SwipedOn logo in the top left-hand corner. Here, the version number can be viewed at the bottom of the menu. If the app version is lower than 3.5.1, please apply the latest update to your iPad or Android tablet app via the App Store.
Reset a preboarding flow
In the event that you require your preboarded visitors to complete an existing preboarding flow again, you can reset it from the Preboarding page. Select the preboarding flow(s) that you would like to reset, and click 'Reset' from the Actions menu.
Any saved or invited visitors that have completed the selected preboarding flow(s) previously will now have an ‘Expired’ preboarding status and be required to complete this again during their next sign in.
Delete a preboarding flow
Select the preboarding flow(s) that you would like to delete and click 'Delete' from the Actions menu.
Once a preboarding flow is deleted, it will be removed on the 'Settings' > 'Visitor Settings' > 'Fields' view and any saved or invited visitors that have completed the preboarding flow(s) previously will no longer have a record of this.
