Onboarding Flows are now LIVE šŸ”„

Community, you asked and we delivered. It took a little longer than some hoped, but we focused on shipping something stronger and more flexible :wink:

Onboarding flows are now live. With dynamic rules and conditional logic, you can:

  • add additional data to the logged-in user (User table)

  • create new, linked records for that user

  • display info-only screens during onboarding

I recorded a quick walkthrough to show setup and best practices. Watch it here

We hope you love this update and we’re excited to hear your feedback!

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Finally! We’ve been waiting for this all year.
Now, on to Airtable real time sync (DSV2)!

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:smiling_face_with_sunglasses: Work in progress (still). Hope to have that as my next announcement soon!

Great feature! thank you all the team for this excellent job! I have a question, it will be possible in the future, that onboarding page will open in modal popup?

We certainly can add that as an improvement!

Just to learn more - the goal is to show a peek of the content behind right? You still wouldn’t allow users to close the modal (unless you specifically allow skipping in the flow settings)

I find it more visually pleasant, it can also be to get an overview. it offers many possibilities of use

Great new feature - are there any plans to be able to add additional content to the page? I wanted to add a bit of formatted text using the simple text block or even custom HTML, prior to the questions.

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Very happy to see this new feature!

Unfortunately, I seem to be getting an error consistently while testing the new Onboarding Flow feature.

Something went wrong
{ā€œcodeā€:ā€œBad Requestā€,ā€œmessageā€:ā€œSomething went wrong. Please try again or pass the following error message to application owner: Onboarding block fields are not complete.ā€}

When I set up a new Flow, it works, but when I add some fields connected to Airtable it stops working (I can’t identify exactly when). Even when I remove the fields (and have an empty form) it still gives the error.

Does anyone have experience with this or know what might be going wrong?

Thanks!

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After some testing, it’s Dividers that cause the error.

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Thanks for responding back and letting us know. I’ll review to see if we can replicate and if so, fix the issue.

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Can we please add ability to turn on Navigation to the onboarding page? Page looks a bit funny with all the white space when opening on phone (not PWA) so be nice to have bottom bar for example to feel like you’re in the app

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This would be great Austin :+1: Just feels a bit disconnected from the app after a user signs in seeing just a form page as there’s no option to add navigation bar. So having a modal pop up over the page they will be redirected to would be great.

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Still no way to set a password?

Sorry @Jjenglert and Softr team but this feels like a massive let down after the wait time…

There’s no option set up password or add other blocks to personalise it to the user so will stick with our onboarding page.

Sorry to hear, George. Your feedback is noted.

Hey @fpx. Agree the new onboarding can use navigation and more customization options. For instance, if an app has T&C acknowledgements, it’s a good policy to provide easy access to them at that point in the onboarding process.

What flow are you using to onboard? It doesn’t sound like Softr’s sign up, because you can create a password that way. Is it from other ways that bypass the sign up?

Hey Ben

We add users manually (if we have their details) or if they sign up from website (but they have to be vetted first before allowing sign in).

We assign users to their business and the businesses locations in the back end.

We send them an invite to sign in.

They click the link to sign in bringing them to a custom onboarding page where we have a conditional form linked to Make in order to send notifications and pass hidden values etc. This is basically the equivalent to this new Softr onboarding page but I preferred mine due to the flex of customisation ontop of everything that the Softr onboarding page does (as its just a form) e.g. Users logo, Banners, Modal design infront of Dashboard, Custom code etc

Note: We couldnt use the out-of-box Softr Invitation workflow where our users could set password as it doesn’t work everytime due to the flawed timeout and issues with preview mode, inability to capture hidden fields etc

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@artur and @Jjenglert, how long do invitation and magic links last before they timeout? The Docs say they expire within a ā€œcertain timeframeā€. How long is that, exactly?

Also, in preview mode, why are reset password pages still blank ('breaking’) when a new user signs up, log outs, then tries the ā€˜forgot password’ link when attempting to sign in. How are builders supposed to test this for usability?

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Hi @Ben our engineers were reviewing this one this morning and could not replicate what you are experiencing here:

ā€Also, in preview mode, why are reset password pages still blank ('breaking’) when a new user signs up, log outs, then tries the ā€˜forgot password’ link when attempting to sign in. How are builders supposed to test this for usability?ā€

Would you be able to send us a video / more info into what you’re seeing as this behavior is not expected.

@Jjenglert, please thank the team for looking into resetting passwords. I thought it had to do with this case being in preview mode since their are other features that aren’t reflected in preview apps. I’ll test it again for something I may have missed.

What does the team say about my other question?:

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Hi Ben,

Initiation links are valid for 14 days, and magic links are permanent. The password reset links are valid for 24h.

We are also adding this to our docs to make it easier to discover in the future.

And my personal advice that you didn’t ask for - Magic links can be a security concern as they allow you to auth as a user, and are always valid. If possible, I’d suggest not building a solution that leverages them for better security with your app.

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