Editing Published Onboarding Templates

We've made it easier to make changes to published onboarding templates—no more cloning and republishing required!

OVERVIEW

As part of our continued improvements to our Onboarding feature, we’re making it easier to make changes to published Onboarding templates.

While you can still make copies of published templates, it's no longer required to make changes to them. You can now edit the published template and your changes will be applied to any sessions kicked off after the edits are saved.

 

EDIT PUBLISHED TEMPLATES

To edit a published onboarding template:

1. Click the published template you want to edit.

2. Click Edit in the section of the template you want change, or navigate to it using the steps displayed at the top of the template.

3. Confirm that you understand your changes will only be applied to onboarding sessions kicked off after the template edits are saved and published.

4. Make your changes and click Publish & Continue. Your changes are now saved and will be applied to future onboarding sessions.

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• You can either continue through the remaining steps of the template to make further changes, or click Back to Templates to return to the main template screen.