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How can I schedule my onboarding materials?
How can I schedule my onboarding materials?

Learn how to display your onboarding content within a specific time frame.

Efehan avatar
Written by Efehan
Updated over a week ago


In this article, you will learn how to set scheduling criteria for your Guides, Checklists, Hotspots, and Resource Centers.

Note: Material scheduling feature is offered only in Professional and Corporate plans.

Common use cases

Below, you can find some usual scenarios in which you would set a time frame for displaying your materials:

  • Promote a limited time deal to your users with a banner;

  • Launch a new Resource Center simultaneously with significant UI changes;

  • Announce new features with a Guide or Hotspot as soon as they are released;

  • Automatically remove any temporary announcements after some time;

  • Display messages for scheduled maintenance/downtime.

How can I schedule the onboarding materials?

  • In your Panel, navigate to the section of the content that you want to schedule.

  • Next, open the settings of the desired onboarding material by clicking on its name or the cog icon.

  • When editing a Guide or a Hotspot, scroll down to the Scheduling section. For Checklists and Resource Centers, click on the “Configure” tab to see it.

Important: Your onboarding material’s status should be active for the scheduling functionality work. If you set an end date, keep in mind that the material will stay active but won’t be displayed after that date.

  • Select a start date & time or an end date & time, or both depending on your preference.

  • The Guide in the above example will be displayed between March 14th, 2022, 12:00 pm, and March 31st, 2022, 12:00 pm, according to your specific browser time setting.

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