Set Up a Guided Experience
The first time a user signs into a new Sparkrock 365 company, they can see a banner that encourages them to start the Get started checklist. The checklist can help the user to set up key information and get ready for business.
To set up a guided experience
Choose
, enter checklist administration, and then choose the related link.The Checklist Administration page opens.
On the action bar, choose New > Create checklist item.
The Checklist Administration page opens.
In Guided Experience Type, specify the type of action that the checklist item is for, such as a link to a setup guide or a link to learn more.
In Task, choose
.The Guided Experience Item List page opens.
Select an item, and then choose OK.
In Completion Requirements, specify the completion requirements of the checklist item.
In Order ID, specify which step in the checklist administration that this step is to appear.
On the Checklist Item Roles FastTab, in Role ID, specify the role for which this guided experience is to appear.
Choose Close.
Initialize Sparkrock 365 Guided Experience Items
If required, you can initialize all Sparkrock 365 guided experience items so the items can be added to checklists. Any Sparkrock 365 guided experience items that were deleted are recreated.
To initialize Sparkrock 365 guided experience items
Choose
, enter checklist administration, and then choose the related link.The Checklist Administration page opens.
On the action bar, choose New > Create checklist item.
The Checklist Administration page opens.
On the action bar, choose Actions > Initialize Sparkrock Guided Experience Items.
A dialog box appears that displays the following text:
All previously removed Sparkrock guided experience items will be recreated. Are you sure you want to proceed?
Choose Yes.
A dialog box appears that displays the following text:
Process completed. All Sparkrock guided experience items have been initialized.
To close the dialog box, choose OK.
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