How To Customize Your Searchie Hub's Onboarding

Dec 14

When you use someone's name in conversation, they feel important. When you care for them in a thoughtful way, they feel special. And when you give someone what they didn't even know they needed, they feel seen. So how do you love up on your people in a meaningful way from the very beginning of your business relationship? Customize your Searchie Hub's Onboarding and give your customers and clients a great user experience that will leave them feeling important, significant and understood.

Create a Welcoming Experience in Your Searchie Hub

Let’s say a client has just shelled out their precious money to join your Searchie-powered membership or course. You don’t want to have them log in for the first time and just wander around feeling adrift. That would be like hosting a party but not greeting your guests!

Create an experience where you and your new client will get to know each other and they will feel like you are gently guiding them by the elbow and making them feel at home. Consider creating a couple of themed weeks to help orient them and get them engaged. For example, you could begin with “connection week,” where you give them activities to connect with you and the group. The following week could have a theme that is related to where they are on the learning path and goal setting.

By the end of these two onboarding weeks, they’ll be comfortable with using your Hub, they’ll have made connections with some other participants, and they’ll be ready to really make some progress!

Searchie’s Onboarding Experience Lets You Gather Needs

Searchie has recently developed an onboarding experience that requires Searchie Pro plan or higher and a Hub that’s set to Private. Using Searchie’s audience attributes function in the settings/data section of your Searchie account, you can create questions to ask your new client to learn more about them and their needs. Here are the attribute types:

Multiple choice (1 or unlimited selections)
Text
Number
Date
Toggle (yes/no, off/on)

You can create as many as you need! Here are some suggestions:

Links to things like social media profiles are a great way to give your audience a way to connect with each other
Attribute information can be public or private. If you want to collect specific goals, mailing addresses, t-shirt sizes, etc, you can keep this information private (and not viewable by other members).
You can encourage your members to collaborate by offering a couple questions specific to collaboration options! Here’s what this might look like in the attribute filter (how people can sort through and see others who have attribute answers that match the filter)

Once you’ve set up these attributes, go to the Hub Editor and select Onboarding to begin setting up your onboarding page. In this section, you will add Steps to your onboarding process, such as asking them the questions in your attributes, providing written information, and adding video to further welcome them and guide them, maybe even adding a second page with a site tour to show them around the Hub even before they get in.

Searchie Audience Segments Help You Serve Your Client

If you’re hosting a party, you may ask invitees about their dietary needs. And you’d be sure to respect those choices by offering meatless, gluten free, or sugar free options. That’s exactly how Searchie’s onboarding experience can help your clients. The onboarding questions you ask create audience segments. This in turn can be used to control what content the clients are presented with in the new Audience Directory.

So not only does the onboarding experience make your client feel warmly welcomed and guided through their entry into your program, it helps them get going on their learning journey based on their exact needs!

If you love the idea of using Searchie onboarding but you feel anxious about setting up audience attributes and dealing with audience segments, I’ve got you. In my Build My Hub VIP Experience, I take the visions of entrepreneurs like you and manifest a Searchie Hub that brings their offerings to life—and to the marketplace.

I'll Build My Hub

You Build My Hub