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Onboarding Feature

Overview

The Onboarding feature (/onboarding) provides a guided setup wizard for new users to configure their ConnectGain account. It ensures users complete essential setup steps including email verification, subscription selection, and optional channel configuration before accessing the platform. The onboarding process includes visual progress tracking and allows users to skip optional steps.

Features

1. Onboarding Steps

Step 1: Email Verification - Verify email address - Email verification check - Verification status indicator - Verification instructions - Cannot proceed without verification

Step 2: Subscription - Choose subscription plan - Plan selection - Trial period information - Plan comparison - Subscribe button - Redirect to Stripe checkout

Step 3: Channel Setup - Connect messaging channels - Channel connection - Channel configuration - Skip option available - Optional step

2. Progress Tracking

Visual Progress: - Progress indicators - Step completion checkmarks - Current step highlighting - Progress bar

Step Status: - Completed steps (green checkmark) - Current step (blue circle) - Pending steps (gray circle)

2. Email Verification Step

Verification Features: - Email verification required - Cannot proceed without verification - Verification email sent automatically - Resend verification option - Verification status tracking

Verification Process: 1. User signs up 2. Verification email sent 3. User clicks verification link 4. Email verified 5. Can proceed to next step

3. Subscription Step

Subscription Features: - Redirected to pricing page - Must select subscription plan - Trial period available - Cannot proceed without subscription - Subscription activation required

Subscription Process: 1. After email verification 2. Redirected to pricing 3. Select plan 4. Complete checkout 5. Subscription activated 6. Can proceed to next step

3. Channel Setup

Connected Channels: - Display connected channels - Channel cards - Channel status - Channel actions (toggle, delete)

Add Channels: - Connect new channels - Add channel dialog - Channel type selection - Channel configuration - OAuth integration (Facebook, Instagram) - QR code authentication (WhatsApp Lite)

Skip Option: - Skip channel setup - Skip button - Optional step indication - Continue without channels - Can add channels later in Settings

4. Onboarding Completion

Finish Setup: - Complete onboarding - Finish button - Onboarding completion tracking - Redirect to dashboard

Skip for Now: - Skip remaining steps - Skip button - Later completion option - Access platform immediately

Use Cases

Use Case 1: New User Onboarding

Scenario: New user signs up and completes onboarding.

Steps: 1. User signs up with email 2. Receives verification email 3. Clicks verification link 4. Email verified 5. Redirected to pricing page 6. Selects subscription plan 7. Completes checkout 8. Redirected to onboarding page 9. Optionally connects channel 10. Clicks "Skip" or "Finish" 11. Access to platform granted

Expected Outcome: User successfully onboarded and can access platform.

Use Case 2: Skip Channel Setup

Scenario: User wants to skip channel setup and add later.

Steps: 1. Complete email verification 2. Complete subscription 3. Reach channel setup step 4. Click "Skip for Now" 5. Onboarding marked complete 6. Access to platform granted 7. Can add channels later in Settings

Expected Outcome: Onboarding completed without channels, can add later.

Use Case 3: Connect Channel During Onboarding

Scenario: User wants to connect channel immediately.

Steps: 1. Complete email verification 2. Complete subscription 3. Reach channel setup step 4. Click "Add Channel" 5. Select channel type 6. Complete channel configuration 7. Channel connected 8. Click "Finish" 9. Access to platform granted

Expected Outcome: Channel connected and onboarding completed.

API Integration

Check Onboarding Status

Endpoint: GET /rest/v1/profiles?id=eq.{user_id}

Response: 

{
 "id": "user-uuid",
 "onboarding_completed": false,
 "email_confirmed": true
}

Mark Onboarding Complete

Endpoint: PATCH /rest/v1/profiles?id=eq.{user_id}

Request: 

{
 "onboarding_completed": true
}

Get Onboarding Progress

Endpoint: Custom logic based on: - Email verification status - Subscription status - Channel count

Best Practices

  1. Email Verification
  2. Verify email promptly
  3. Check spam folder
  4. Use accessible email

  5. Resend if needed

  6. Subscription Selection

  7. Choose appropriate plan
  8. Start with trial if available
  9. Understand plan features

  10. Can upgrade later

  11. Channel Setup

  12. Connect at least one channel
  13. Use channels you'll actually use
  14. Can add more later

  15. Test channel connection

  16. Onboarding Completion

  17. Complete all steps
  18. Don't skip unless necessary
  19. Review setup before finishing
  20. Access platform after completion

Troubleshooting

Email Verification Not Received

Issue: Verification email not arriving

Solutions: - Check spam folder - Verify email address correct - Resend verification email - Check email server status

Cannot Proceed Past Verification

Issue: Stuck on verification step

Solutions: - Verify email clicked - Check verification status - Refresh page - Contact support

Subscription Step Not Showing

Issue: Not redirected to pricing

Solutions: - Verify email confirmed - Check subscription status - Refresh page - Try direct navigation to /pricing

Channel Setup Not Appearing

Issue: Channel step not showing

Solutions: - Verify subscription active - Check onboarding status - Refresh page - Verify step sequence

Last Updated: January 2025