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An overview of your Onboarding Process

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• Your Onboarding Kit is for all covers the 4 stages of your onboarding process:

  • Design - thinking through how your platform will be setup

  • Build - adding your forms, projects, surveys, metrics and more to your platform

  • Import - adding your historical data to your platform (e.g. contact records and survey responses)

  • Embed - training your team to use your platform

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