Simplify guest onboarding process
complete
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Michael Baumer
When guests go through the onboarding process, they shouldn't have to choose an avatar, color scheme, etc. Just take them to the project/list they were added to and let them decide on profile options later if desired.
Also, maybe change the Play with ClickUp button text to something less playful since the guest wasn't invited to the project to play :) The current wording makes sense if a user is signing up for a demo, but not for a guest.
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Eric Wightman
Merged in a post:
Guest Provisioning
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Maggie Davis
Allow space admins to choose whether or not to suppress the required demographic questions clickup asks guests when they register and the 'warm chocolate clickup cookies' welcome email. We work with enterprise orgs and want to share lists with our stakeholders. These two parts of your account provisioning (for guests) seem unnecessary and mildly inappropriate. I realize you want to get as much data from users as possible, but its off putting to require external guests to go through your forced set up flow.
Ivan Villa
complete
Elvis
i think most of them DO select avatar & color theme thinking its required to do so.. i also think you should simplify guest onboarding :)
Zeb
in progress
We recently removed the step for integrations from Guest onboarding. At this time, we feel a color theme and avatar aren't thing we can remove. Our data shows that Guests do indeed select one of each (94% of the time). However, we certainly will change the button text.
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Maggie Davis
Zeb: is there a plan to be able to suppress marketing emails/check ins from your CS support team for guests? speaking specifically about the 'warm chocolate clickup cookies' and the 'your team is looking for you' emails.
Zeb
Maggie Davis: Hey Maggie! Guest should only receive one general welcome email. Any other emails are transactional just reminding the user to accept the invite. Does that make sense?