Welcome + Announcements

Before you go anywhere - Start Here! This is where you go to get your bearings straight. We’ll share upcoming events, exclusive opportunities, and updates that you don’t want to miss.

  • 30 Topics
  • 72 Replies

30 Topics

emaynez
emaynezGenius
published in Welcome + Announcements

Posting Best Practices

Posting is important in our customer onboarding community because it's how we share knowledge, connect with each other, and elevate the experiences we deliver.Here are some good guidelines to follow when posting:Select the type of post. Questions are good for when you want a specific answer. Conversations are good for open dialog! Enter a Title This helps with search-ability. Usually your title can be your question i.e. “How can I make my onboarding experience more refined?” Enter a Description This is where the main content behind your question/post will go! Don’t forget that you can add images, format it, link things, and more! Add it to a Category Find your post a home! This helps keep things tidy so others can find it and add to it! Add a tag  ​​​​​​​This is an optional step, but highly encouraged. We have several tags available. If you have more that you’d like please slack me so I can add it. Post it and celebrate 🥳  

970
emaynez
1 year ago
emaynez
emaynezGenius
published in Welcome + Announcements

New to the GUIDEcx Community? Start Here!

Welcome to the GUIDEcx Community! We're thrilled to have you on board (see what we did there?) and can't wait to see what you bring to our community.You're now part of a community of passionate, creative, and curious people who are all working towards a improving the client onboarding experience. Our community is all about sharing ideas, supporting each other, and having fun along the way. We believe that together, we can turn onboarding processes into onboarding ✨experiences✨As a new member, we encourage you to take some time to explore our community. Join in on discussions, ask questions, share your experiences, and connect with other members. Don't be shy – we're all here to learn and grow together.To get started, here are a few things you can do right now:Access the Product Q&A - Test your knowledge by answering other people’s questions and feel free to ask your own! Discover useful tips and workarounds in GUIDEcx from expert users and the GUIDEcx Team Visit the “Product Wishli

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emaynez
1 year ago
dthompson
dthompsonCommunity Manager
posted in Welcome + Announcements

Lunch and learn with GUIDEcx event

The time has finally come!! We are super excited to announce the first installment of the GUIDEcx Lunch and Learn series! We are opening up our corporate headquarters training room on June 27th at noon where our very own Harris Clark and Genevieve Easterling will present installment one of our series “Customer Journey Mapping”. The topic for this months event will be “Overview and Consideration”. Come join us for lunch, networking, and the chance to learn from the absolute best in the business (I may be slightly biased 🤣)! Register here and invite your friends, whether they are GUIDEcx customers or not!  

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dthompson
1 month ago
emaynez
emaynezGenius
published in Welcome + Announcements

April 2024 Newsletter

APRIL 2024🌦️ Happy April! 🌧️We can't believe how fast this year is flying by!Scroll down to see what's new at GUIDEcx:  Add the right people + see what they'll see... easier than ever.This is a double-whammy. Not only can you customize customer roles, but you can also see what their experience will be like. Available in Labs to everyone April 24th Custom Fields Early-Access Beta is LiveOur amazing engineers and product team have been hard at work with revamping how custom fields work. Now they support data validation and you can use them in reporting, integrations, and more! Available now to everyone - just reach out to your CSM.Read More By default, when a customer replies to a GUIDEcx email with an attachment, GUIDEcx will store that file in their onboarding project. Now you can control whether that's allowed or not with the Import Email Attachments toggle in Company Settings. Available now to everyone.Read moreEdit + Merge Customer Records in Program ManagementAll Admins, Managers

590
emaynez
3 months ago
emaynez
emaynezGenius
published in Welcome + Announcements

What's happening in Community for Q2?

Can you believe that we’re already in the second quarter of the year??✈️ Time flies when you’re having fun I guess 🤷This quarter we want to focus on creating connections! No, not within community (although we won’t stop you from saying “hi” to a new friend!)We’ll be focusing on connecting GUIDEcx to your tech stack! APRILIn April, we want to hear from YOU about what integrations you’ve built with GUIDEcx recipe builder! Who’s got something cool?Let us know in the comments of this post: MAYIn May, we will team up integration experts and host a few webinars this month to help you learn how to connect your tech stack to GUIDEcx. Keep your eyes peeled as we announce when those workshops are! If you don’t have Recipe Builder, but you’d like to participate please contact your CSM! JUNEIn June, we’ll be hosting a hack-a-thon! What is a hack-a-thon? Great question!A hack-a-thon is a popular event in the developer world where coders come together to develop new approaches to solving problems o

621
lcondy
2 months ago
emaynez
emaynezGenius
published in Welcome + Announcements

Limited Edition GUIDEbadges (Q2 2024)

As a token of gratitude for your contributions in community we will be offering some limited edition GUIDEbadges available to everyone who wants one!Here’s how it works:Between April 1, 2024 and July 1, 2024 every community member can collect as many points as possible to get these badges:300 Point Club: Earn between 300-399 points and receive this badge.400 Point Club: Earn between 400-499 points and receive this badge.500 Point Club: Earn more than 500 points and receive this badge. Once you earn that badge you can proudly flaunt it on your community profile so everyone knows you’re the real deal!

701
bnpguidecx
3 months ago
emaynez
emaynezGenius
published in Welcome + Announcements

[MARCH NEWSLETTER] Spring Brings Blossoms

MARCH 2024🌱 Spring Brings Blossoms 🌱It feels like spring is right around the corner - at least at GUIDEcx HQ.We're welcoming a fresh ticketing experience, rolling out our "View As Customer" feature in Labs, and introducing 4 more sweet features.Springtime is time for new growth. And we want to keep growing GUIDEcx into the best customer onboarding platform we can for you.So buckle up for some fun new features and updates, landing in GUIDEcx. MAKE MORE DATA-DRIVEN DECISIONSIntroducing our new Report Builder! Now you can expand beyond the out-of-the-box reports in Report Navigator to customize layouts and create cards in your own analytics environment. Drag and drop from hundreds of available charts in our library, or define totally new visualizations from scratch in seconds. Plus, transform GUIDEcx data by combining it with connections to any system you use. LEARN MORE NEW SUPPORT TICKETING EXPERIENCEStarting today, all conversations will be initiated off ticket creation. This allows

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emaynez
4 months ago
emaynez
emaynezGenius
published in Welcome + Announcements

New community for you!

Hi everyone!Elan here 👋Thanks for taking the time to check this article out.I wanted to share an awesome update with you all! Over the course of next few days you’ll notice some changes within the Onboarding Network.We will be rebranding it to the “GUIDEcx Community.”For those of you who may not know, it was exactly 1 year ago that we started building out this community! It took a few months and iterations to get to where it is today.A year ago we made the decision to build a community of practice, a community where we could chat about industry trends. Open to everyone and anyone. We committed to leaning into discussing theory and best practices.While we’re still committed to discussing industry trends, in the community’s 2nd year, we want to double down on YOUR success.Moving forward we will be focused more on connecting GUIDEs together and providing more GUIDEcx-specific best practices.This change allows us to do more for you.The GUIDEcx community will be a place where you can:Share

1663
emaynez
4 months ago
emaynez
emaynezGenius
published in Welcome + Announcements

February NewsletterNews

FEBRUARY 2024 Happy GUIDEntines This month is all about sharing the love We'd be remiss if we didn't tell you that there is no one more we love more than our amazing customers, like you!As a special GUIDEntines treat, this month's newsletter contains:A guide to three ways you can share the love this month Our first GUIDEstory featuring Will from Boulevard RSVP to the February Office Hours Sneak peeks into what's new in GUIDEcx and more!So what are you waiting for? Dive on in!If you don't have time now, save it for later because this is chockfull of things you don't want to miss. Three ways to Share the Love: 1. Introduce your friends to GUIDEcx! Say Hello to our  New Customer Referral Program Submit their info and we'll reach out to them to see if it's a good fit for them. Plus you can get up to $150. Win-win-win. Refer a Friend 2. Share these GUIDEntine's Day Cards with your

780
emaynez
5 months ago
emaynez
emaynezGenius
posted in Welcome + Announcements

The new in-app LX is done. . . who wants to check it out?

One of the first things I wanted to accomplish this year was to create an in-app learning experience (LX) for new users.I’ve built it from scratch and I can’t wait to see how it does in the wild.I’d love for everyone’s feedback to let me know what they think of it, plus you may pick up a couple tips and tricks along the way.PS this is open to everyone! Here’s the basic Framework:There are 4 levels: GUIDElevels 1-4. GUIDElevel 1: You learn the basics of GUIDEcx (how to complete tasks and use notes)GUIDElevel 2: You learn how to manage tasks and projects more efficientlyGUIDElevel 3: You learn the ropes to really using GUIDEcx and all the features to make your day to day easier. Along with customer engagement best practices.GUIDElevel 4: The goal is to show you how to become so proficient at using GUIDEcx you could waltz into HQ and work with us. Comment below if you want to check out the new GUIDEcx learning experience!

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emaynez
3 months ago
emaynez
emaynezGenius
published in Welcome + Announcements

Get your sunglasses because 2024 is bright 😎Newsletter

JANUARY 2024Kicking off 2024 the right way This year is going to be one for the books, so grab your sunglasses and read on to see why 2024 is looking bright 😎 ☀️As your partner in everything onboarding, we understand the responsibility we have as your trusted guide. As part of the new year, we wanted to share a couple resolutions with you:Customer Obsession: We are committed to continue being customer-obsessed. This means that everything from product enhancements to training content will be designed with you and your success in mind. Your feedback will continue to be our compass, guiding us to tailor our solutions to meet your evolving needs. Special shoutout to Angela, Martin, and Larry (along with others) who inspired us to introduce custom report building which will allow you to build your own reports. Stay tuned for that release! Transparent Communication: Effective communication is the cornerstone of any successful partnership. We pledge to uphold a standard of transparent commun

1000
emaynez
6 months ago
emaynez
emaynezGenius
published in Welcome + Announcements

Product Wishlist Guide

Read me first if you got a need for a feature that is currently not offered or a feedback regarding the way things work, you can submit a product wishlist idea. 1. SearchIf there is already an Idea or a Discussion on the topic you are thinking about, great! Simply head over and engage on the existing Idea:Vote Up Comment on it to add to the thread, your specificsIt always helps to build on the existing engagement on a piece of content rather than trying to build it from scratch.Tip: If you spot duplicate ideas submitted, please @mention user emaynez and we will Merge the Ideas. P.S. All votes are aggregated. 2. Create an Idea If you cannot find an existing Idea or Discussion that’s related to your topic, then select ‘Create an idea’ on the Ideas landing page.An Ideal Idea format:Subject: The high level objective of your Idea. Description: Details should clearly define your Requirements. Make sure to include:A clearly defined use case or business problem that is not met with current fun

930
emaynez
7 months ago
emaynez
emaynezGenius
published in Welcome + Announcements

See the latest Product Updates 👀

Don’t forget to always tune in to our Product Update page to see what’s cooking!

730
emaynez
8 months ago
emaynez
emaynezGenius
posted in Welcome + Announcements

⚠️ Community Maintenance Underway ⚠️

Hi everyone!For the next few days the Onboarding Network will be undergoing some reconstruction. You’ll see some things move around. The goal is to create a more GUIDE-friendly community that allows you to connect to other guides to collaborate and share tips/tricks easier than before!If you have any ideas or input on what you’d like to see more/less of, comment below and I promise I’ll take it into consideration!🚧 We anticipate this being complete by the End of November. 🚧

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emaynez
8 months ago
emaynez
emaynezGenius
posted in Welcome + Announcements

Who's going to CSC Boston?

Let’s meet up! I’ll be there Oct 16th-18th! Check out more deets here: https://events.customersuccesscollective.com/location/boston If you are going let me know by RSVPing to the event here: If you want to go I have a few more tickets up for grabs! Let me know if you want them! Also, I’m going to hosting a steak dinner for members of the Onboarding Network if you’d like to join! It’s only open to the first 10 guests! RSVP below: 

3
emaynez
9 months ago
emaynez
emaynezGenius
posted in Welcome + Announcements

🎲 Who else is planning on attending? 🎰

I’m looking forward to all the laughs and mems!

5
emaynez
11 months ago
emaynez
emaynezGenius
posted in Welcome + Announcements

🚨 August 7 - August 11: Invite-a-thon 🚨

This week I’d love to focus on inviting as many people as possible to the Onboarding Network! The more co-workers, teammates, and friends we can add to this community the better (because we’ll have more experiences shared = more learnings = we’re all better for it!)So to encourage community growth, I’d like to introduce a CHALLENGE OF THE WEEK!The prize of this Challenge of the Week!Here are the two rules for the Challenge of the Week!Invite anyone from your network. My one ask is that they are in an onboarding/implementations/project management role. Log your invite here. Every time you invite someone to join the Onboarding Network, log it, and every invite = 1 log. The more you invite people 1:1, the higher your chances are of becoming the winner!FAQs:When does this challenge of the week start/end? This challenge will open from Monday, August 7 at 9am MST and close Friday, August 11 at 4:30pm MST. The winner will be announced at 4:45pm MST on Friday, August 11!  If I post on my Linke

6
cheylafrance
11 months ago
emaynez
emaynezGenius
posted in Welcome + Announcements

🚨 August Community Growth Incentives 🚨

Hey everyone! Thanks for dropping by to check out this post! Hopefully it’s something that resonates with everyone.In efforts to grow the community (more people = more experience = more wisdom shared = better customer onboarding professionals = better customer onboarding experiences) I wanted to share some sweet prizes you can look forward to! During August, every time we hit these milestones I’ll do a raffle and the winner will get the prize below! (I mixed in a couple of dares to keep things interesting)I wanted to highlight our community growth milestones:200 - $250 Amazon Giftcard250 - Happy Halfway! I’ll play the chubby bunny game300 - The Ultimate Office Gear Pack ($400 value)350 - I’ll do the Cinnamon challenge 400 - The Treat Yourself Package ($500 value)450 - I’ll buzz my head500 - “Go take some time off and do something cool” package ($1000 value)Keep in mind that I’ll keep doing flash raffles! Stay tuned! So what are you waiting for??? Go and invite coworkers (past or presen

3
emaynez
10 months ago
emaynez
emaynezGenius
posted in Welcome + Announcements

✨ Operation: Five Hundy July 24 - August 6 Incentive Tracker ✨

The goal is to get our community to grow to 500 community members by the end of August!Between July 24 - August 6, for every ⭐ 10 ⭐ new community members I’ll randomly select a winner! The winners during this period will be announced in the comments of this post. They will get to choose between a PRIZE or Elan Challenge. To see what you could win/Elan would have to do check it out in this article:The choice is up to the winner! Follow along to see if you won and don’t forget to invite your team, your coworkers and network to join the Onboarding Network so your chances of winning go up!

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Casey Wilt
11 months ago
emaynez
emaynezGenius
posted in Welcome + Announcements

Operation Five Hundy Prize/Elan Challenge List

If you are the randomly selected winner during a raffle, then you can choose between a PRIZE or Elan Challenge. If you’d like to see what you could win/Elan would have to do, then read on!PS If you have any challenge ideas, please comment below and we can see if we can add them!PRIZE LIST:Crumbl Gift Card Desktop Inflatable tube Picnic Blanket Copy of Onboarding Matters Portable Label Maker Little Sticky Notes Not my job stamper Portable Speaker Desk Plaque Cotopaxi Fanny Pack Stanley Tumbler Nomatic Wallet Desk Mat Crochet Kit Pura Kit Rocketbook Motivational Button LogiPro Webcam Self-Cleaning Waterbottle Self Warming Coffee Mug Airfryer Tabletop Solo Stove Perfect Morning Home Office Essentials Kiziks Cotopaxi Bag Headphones Airbnb Credit Spa Night for 2 Amazon Giftcard Tortilla Blanket Chocolate Fondue Kit Movie Night Set Magnet Pen Pack of Batteries Glow in the Dark Rock painting kit Terrarium Plant Holder Forever Flowers Portable New Fan Candle Lighter Moon Lamp Hand Massager Win

0
emaynez
1 year ago
emaynez
emaynezGenius
posted in Welcome + Announcements

✨ Operation: Five Hundy July 10-23 Incentive Tracker ✨

In efforts to build out our community (500 by the end of August),Between July 10 - July 23, for every 5 new community members I’ll randomly select a winner! The winners during this period will be announced in the comments of this post. They will get to choose between a PRIZE or DARE. If you choose prize, then you can win anything from a pack of gum to a reusable rocketbook to airbnb credits. Who knows what you’ll win! If you choose dare, then Elan will pick a random dare that ranges from eating a lemon like an orange to buzzing his head to wearing a fake mullet on a customer call. I’ll be sure to document myself doing the dares and posting them for your enjoyment! Everyone wins lolThe choice is up to the winner! Follow along to see if you won and don’t forget to invite your team, your coworkers and network to join the Onboarding Network so your chances of winning go up!

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emaynez
1 year ago
emaynez
emaynezGenius
posted in Welcome + Announcements

Congrats to our 100 member milestone winner!

We hit 100 community members! Check out who the lucky winner is!https://www.linkedin.com/posts/elan-maynez-720_customeronboarding-implementations-activity-7084267258369216512-bMwy?utm_source=share&utm_medium=member_desktop

1
dana_slapfive
1 year ago
emaynez
emaynezGenius
posted in Welcome + Announcements

Summer QOTW Prompts

Hey everyone! This is your captain speaking ✈️I’m open to QOTW prompts for June, July, and August! If you have a question you’d like me to ask the community AND if you’d like us to cover the question with our thoughts in a Livestream, then post your question below.What are you waiting for? Drop your questions below! 👇👇👇

2
Davi1700
1 year ago
emaynez
emaynezGenius
published in Welcome + Announcements

🥇 Invite Your Friends June Competition 🥇

It’s time to grow! 🌱 Let’s get to 200 by the end of June!We’re on a mission to elevate onboarders and the onboarding experiences that they deliver, but we want to reach more people in the industry!We want to start growing our community and the best way to do that is by word of mouth. Right now we’re at 71 members and we’d like to get to 200 community members by the end of June! We can do that if everyone brings 1.8 friends, but we thought we’d like to make things a little more interesting. That’s why we’re going to create a friendly competition.The Competition: The more people you invite (and successfully register) into the community the more points you’ll earn. By the end of the month (June 30) the top three people with the most points will win some prizes!Things to note:Keep track of the people you invite in this spreadsheet Keep your eyes on the prize: First Place: $250 Amazon Gift Card Second Place: $100 Amazon Gift Card Third Place: $50 Amazon Gift Card The 10 Rules:1. Competit

860
emaynez
1 year ago
emaynez
emaynezGenius
published in Welcome + Announcements

What is the Onboarding Network Livestream?

Introducing the Onboarding Network LivestreamA show where we exploring practical strategies for more efficient Customer Onboarding!When it comes to customer onboarding it’s easy to fall into a routine where you feel like you’re on autopilot. Good news though, we have something special in store for you. Get ready to get out of that cycle and elevate the onboarding experiences you deliver!The Onboarding Network Livestream is dedicated to equip you with the tools and techniques that will help you start onboarding customers more efficiently today.So, if you're ready to take your customer onboarding to the next level, join us weekly (RSVP here) as we dive into the nitty-gritty of successful customer onboarding. Together, let's uncover the strategies that drive success and start onboarding customers more efficiently today!

510
emaynez
1 year ago
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