Setting up custom step labels in an onboarding wizard

  1. Open the navigation by clicking the tiles menu selector:

  2. Navigate to the Programmes section by selecting the "Programmes" tile:

  3. Using the Programmes grid and search options identify the programme that you wish to configure:

  4. Edit the programme that you wish to amend by clicking the "Edit" option. Click this

  5. From the Programme Builder screen click the Onboarding Wizard menu option to launch the Onboarding Wizard modal

  6. Navigate to the second tab of the Onboarding Wizard modal called "Steps"

  7. Click the Edit link next to the step that you wish to amend the default title for

  8. Enter the amended title into the textbox that is presented and click apply when finished.

  9. Click the "Confirm" button on the onboarding wizard window to save your changes

  10. Click the "Confirm" button on the programme builder window to save your changes

 

 

View the result for a user

In Aptem Classic

  • Your custom label for the onboarding step will be applied as a page title when viewing the onboarding step:

  • It will also appear as a tab in the wizard steps at the top of the onboarding wizard:

In Aptem Console

  • Your custom label for the onboarding step will be applied as a page title when viewing the onboarding step:

  • It will also appear in the wizard steps overview on the right-hand side of the onboarding wizard:

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