GUIDEcx

Welcome to GUIDEcx — your partner in delivering exceptional client onboarding experiences.

🧭 Getting Started with GUIDEcx

Our team put together a list of 4 things that helped them through their first month using GUIDEcx! Check it out below!

Getting Started with GUIDEcx: The First 4 Steps

Build unique workspaces for your teams, brands, locations, etc all within one GUIDEcx instance

Workspaces

Learn how to create your own custom email template to match your branding

Custom Email Templates

Rebrand your GUIDEcx experience with updated vanity URLs, custom email domains, and custom branded email templates.

How to Complete Your Rebrand with GUIDEcx

Understanding Service Hours with GUIDEcx Professional Services

Learn how Boulevard reducedtheir onboarding time from 20 to 10 hours, doubled their productivity, and achieved record-breaking launch months

GUIDEstory: How Boulevard uses GUIDEcx

Stacey Hatch

Elan Maynez

Chris Haleua

This is your guide to navigating GUIDEcx successfully!

Your Guide to GUIDEcx

The first step to getting started with GUIDEcx

1. Set Up Your Account

Learn who needs to be invited to GUIDEcx, what license type they'll need, and how to add them.

2. Team Setup

Learn best practices to setting your company up correctly with white labeling and other settings!

3. Company Setup

4. Template Building

5. Create a Project

Send project related emails from your organization's email domain.

6. Verify Your Domain

Follow this guide to get up and running with GUIDEcx!

GUIDEcx Setup Guide

Users: Admins, Managers, Guides, Task Owners, Contributors, Observers, Customers & Third Parties. Permissions, Access, & what they can do!

GUIDEcx User Access

How to Deactivate/Reactivate users

Learn how to reassign projects & tasks to another user with similar roles and access!

How to reassign ALL Projects & Tasks

A quick one-pager for Guides - feel free to share this with any new Guides in your organization

Guide - User Overview

Harris Clarke

Learn what different licenses can do and who you should invite to GUIDEcx.

User Management

Meet customers where they're at with different onboarding experiences powered by GUIDEcx.

Your Customer's Onboarding Experience

Interacting with GUIDEcx Through Email Only

You decide how much of the project your customer has access to!

How Do I Edit the Customer's Project View?

Introducing GUIDEcx to Your Customers

Want to know what your customer sees? Follow these steps and wonder no more!

Customer Perspective

Mobile App [Deprecated]

Learn how to help your customers contact you via GUIDEcx.

How your customers can contact you

Inviting customers to your Projects increases customer engagement!

How To Add Customers to Projects

Learn what to do once you’ve completed all tasks in a project and how long you will have access to the project.

Closing out Projects

Resource Tab Customization in Portal

Customer authentication for project and task access

Email Verification Flow

These articles are designed to help you understand what your customers will see when your customers will experience!

Enable a new look and feel for email templates!

Refreshed Email Templates

Discover how to decrease TTV, increase efficiency and optimize your CX!

Become a GUIDEpro

Here's a little help from us to you to get your team ready for GUIDEcamp!

How do I ask my team to complete Trailhead?

You are able to edit several communications that get sent out. Check this article out to see which ones those are.

How do I personalize my outbound communications?

Have you ever wanted to have GUIDEcx be in its own window and act as a desktop application? Thanks to chrome shortcuts - you can!

Chrome Desktop Shortcut/"Application"

An introduction to notifications, general notification settings, verifying your domain, and resending the invitation email.

Notifications Overview

Who Receives What Notifications?

If you've updated your logo and colors, keep that experience consistent by white labeling your GUIDEcx instance!

How do I White Label my experience?

Upload a profile picture, update your contact information, and adjust notifications and privacy in your Profile Settings.

How Do I Update My Profile Settings?

If you have several brands under a parent company you can onboard your customers with different brands!

What are Brands?

Companies now have the option to change which currency they’d like to operate in. To change the currency, follow the steps below:

How do I change currency types?

You have the ability to customize your email notifications to be a perfect fit for your work flow.

How do I unsubscribe from Email Notifications?

Onboarding shouldn't be a process, it should be an experience!

What does it mean to be a "GUIDEcx-Certified" Provider?

Here's a breakdown of the different types of emails, who gets them, and how they're triggered.

Understanding GUIDEcx Notifications

Commonly Asked Questions

Ask the Community

Find answers and get help from Intercom Support and Community Experts

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