This article is for standalone onboarding customers.
Follow these steps to create a custom welcome message that appears during onboarding:
- Log in and go to People > People Settings > Onboarding Steps in the left navigation menu. The screen opens with the Welcome tab.
- To edit, click anywhere in the Welcome Message section and make your changes. You can customize the message using the rich text editor.
Note: There is a 6,000-character limit, including spaces.
- Insert an image or a video by clicking the appropriate icon. To add a video, click that icon and then enter the video's URL from an external website. For example, if you want to insert a video, copy the web address from YouTube or Vimeo.
- When you finish, click Save.
Resources:
- To learn more about changing the onboarding welcome message, see How Do I Configure the Onboarding Setup?
Note: There is a 6,000-character limit, including spaces.
- Watch the Expert Session Video On-Demand:
Updated: November 24th, 2025 6311 views 0 likes
*This content is for educational purposes only, is not intended to provide specific legal advice, and should not be used as a substitute for the legal advice of a qualified attorney or other professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.