Overview
The Experience Overview is what will be sent to your customers when they receive the project invitation and view the project in GUIDEcx and will set the tone and expectations for what the onboarding experience.
User Access
Admins can edit the experience overview in both templates and projects.
Managers can edit the Experience Overview in both templates and projects.
Guides can only create and edit the Experience Overview in a project they created or are invited to.
How to Set Up Your Experience Overview
Navigate to the "Projects" page using the button on the left hand menu column
On the "Projects" page, click "+Add Project"
At the bottom of this first page of setting up a project, you can craft the project's Experience Overview to be seen by anyone invited to the project.
Alternatively, you can edit the Experience Overview of an active project by selecting the "Edit Templates" button in any project. Anyone invited to the project after the change will receive the updated Experience Overview.
Admins and Managers can also edit the Experience Overview from the Templates Page. Click templates, select a template to make changes to, and hit Edit.
Experience Overview Video
By default (as of 10/18/24), the YouTube Video Link for new Templates will be the GUIDEcx Customer Introduction Video: https://youtu.be/i3TzjLuSvLs.
If you'd like to change this default experience, you can replace the introduction video with a YouTube Video Link of your choice. If you'd like to download our Customer Introduction video to further customize it to meet your needs, you can do that here.
Learn more about introducing GUIDEcx to your customers here.
Best Practices
The experience overview is the first communication with your customer from the onboarding project. so make this engaging and to the point. The email with the experience overview will send to a customer as their project invitation.
As you’re setting expectations around the onboarding/implementation process, you can set expectations with a quick sentence for how to interact with the GUIDEcx system as well.
Organize information in your experience Overview by formatting with bullet points, bold, and italicized text where needed.
Include a video with your Experience Overview. Talk to your CSM about videos that GUIDEcx offers or create your own to get customers onboard and excited for your implementation process.
Need some inspiration??
Need some inspiration??
Take a look at what we use here at GUIDEcx for our Experience Overview!
Feel Free to copy and paste this directly into your template. Please keep in mind that MERGE FIELDS will need to be manually replaced to work properly.
Need some inspiration??
Welcome to GUIDEcx!
My name is {PROJECT_MANAGER} and I'm super excited to lead you through your GUIDEcx onboarding experience!
TOGETHER, WE WILL:
Guide you through migrating your process into GUIDEcx to get stage-ready with best practices
Ensure the team is trained and GUIDEcx Certified on the day-to-day use of GUIDEcx
Guide you through the integrations experience (as needed)
Then launch a live customer-facing project and introduce you to your second phase of onboarding with your Engagement Manager!
Here's a short video giving you an overview of how to use our onboarding software, GUIDEcx!
YOUR NEXT STEPS:
You will receive your first task, to schedule your GUIDEcx Kickoff Call. Follow the instructions there so we can meet as soon as possible!
Once you've scheduled your Kickoff Call, you will receive your next task - Share Process Outline. This is beneficial to keep your onboarding project moving seamlessly!
Feel free to start exploring your onboarding project 🥳
IF YOU NEED HELP, please @mention me in the project notes or reply to any of my emails 😊
Cheers!
{PROJECT_MANAGER}
FAQs
Who can create or edit the Experience Overview?
Who can create or edit the Experience Overview?
Any internal team member with the Admin, Manager, or Guide license.
Will all team members receive the experience overview in their project invite?
Will all team members receive the experience overview in their project invite?
The only team members who will NOT receive the experience overview are those who are restricted to a "My Tasks" view when they are added to the project.
Pro Tip! If you want a customer to receive their experience overview, but also want to restrict their view to "My Tasks Only" - Consider adding them with Compass View!
Another option would be to add them with full project view so they get the invite with the experience overview, and then edit their project view after adding them. See how to change a customer's project view HERE.
Will the video be included in the email invite?
Will the video be included in the email invite?
Yes! Depending on the user's email provider it may display to them differently. But it will include the video as well as the link to the video.
Will the image placeholder be included in the email invite?
Will the image placeholder be included in the email invite?
No. But it WILL show in the project overview tab of the project.
What will show if I do not add an image or video to my experience overview?
What will show if I do not add an image or video to my experience overview?
Your company logo that is uploaded into GUIDEcx settings.
If you are utilizing brands you will want to make sure to either utilize an image/video at the template level or make sure to manually update that during project creation.
Read more about brands HERE.
Can I add a video AND an image to my experience overview?
Can I add a video AND an image to my experience overview?
The image option is there so that you can have something there other than your company logo if you do NOT want to have a video there.
If you want to include both, something I would recommend is using the image placeholder and then the text URL of the video link.
Can I use a video that isn't from Youtube?
Can I use a video that isn't from Youtube?
The video link will only work for youtube videos, but you can include the text URL of a video that is not hosted in youtube.
Where can I learn more about template building?
Where can I learn more about template building?
You can learn more by taking the Cartographer Course in GUIDEu!
What is the optimal dimensions for the experience overview image?
What is the optimal dimensions for the experience overview image?
Minimum is 400 x 400
Maximum is 600 x 600