Within Centercode Onboarding, Opportunities control landing page and onboarding experience of your Community or Project invitations.
Opportunities are enabled by Sources which act as the pathway to your Opportunity’s doorstep. Any user who joins a Community or Project did so via a Source and through an Opportunity.
Your landing pages should be catchy and informative, encouraging potential applicants to join while ensuring they understand both the demographic/technical requirements and participation expectations.
The onboarding experience is determined by setting the Destination Team(s) for the Opportunity. Users who convert through your landing page are added to the selected team(s). The team(s) then determine their login experience and access to resources as they enter - everything from initial profiling forms and presented Notices to access to other resources like bug reports and product downloads. It all starts with an Opportunity's Destination Team(s).
The video below provides more information on setting up an Opportunity:
To create a new Opportunity:
- Click on Community Tools > Configuration or Project Tools in the left-hand menu
- Click on Onboarding
- Click on Create a New Community/Project Opportunity
4. Complete in the following sections:
a. Internal Name - the name used to internally identify this Opportunity
b. Page Title - the title of the landing page associated with this Opportunity
c. Page Body - the message or contents to explain this Opportunity to users
d. Destination Team - the Team on which users are placed when they apply
e. Onboarding Community Source (Project level only) - the Community Source
or “onboarding path” to control the destination team of new or existing users
5. Click Next to complete