Engage New Customers
With A Smooth
Onboarding Process

Start with a customer onboarding form to
keep a lookout for new signups

Customer Onboarding template

Do it Your Way

Tweak our templates and tailor them to your needs. Our no-code form builder can customise your form within minutes.  

Step 1: Edit Process Details

Upon choosing the template, you will be directed to Process Details. Here, you can change your form title and/or description. 

Step 2: Edit Form Fields

Using Form Builder, choose your form fields and edit them. 

Optional Step: Get Notified About New Customers

After finalising your form, proceed to Design Workflow. You can design and customise your customer onboarding workflow by:

  1. Selecting plug-ins from Add Plugins
  2. Connect different plug-ins to form a workflow diagram
  3. Double-click each plug-in to edit its details

Step 3: Publish your form

After Publish Changes in Workflow Builder, your customer onboarding form is ready to go. 

You can use the Share button to:

  • Disseminate the form via a public URL
  • Embed the form into your website

That’s it. Really.

Ready to get Started?