How our design crew makes use of ActiveCampaign to onboard new hires

At ActiveCampaign, we satisfaction ourselves on providing one of the best help for customers throughout our platform. That provide additionally extends to our personal inner groups whereas we use the platform. Each worker receives wonderful perks at ActiveCampaign, one in every of which is coaching within the platform, so all of us perceive the way it works first-hand. We spend components of our first two weeks onboarding and studying the completely different components of the platform and the enterprise so we’re higher ready for our particular person jobs. 

With a excessive quantity of recent hires comes the necessity for extra formalized coaching and onboarding for departments. So everybody feels they’re getting probably the most out of their time as new hires, our Design Group constructed out an automatic, custom-made onboarding course of inside the ActiveCampaign platform to information new hires by means of their first couple of weeks.

Primarily based on suggestions from design crew workers that underwent the company-wide new rent coaching, there have been some important themes recognized that helped the crew notice workers would possibly want some extra tailor-made steering. Suggestions included a necessity for a bit extra steering for his or her particular person roles, extra documentation for brand new hires becoming a member of the crew, and methods to make coaching and assembly teammates extra remote-friendly.

“We wished to leverage the platform for our onboarding to make our management crew extra environment friendly within the communications we’re sending. Earlier than I used to be setting calendar reminders to assemble suggestions, and that simply wasn’t going to scale. With making our onboarding extra sturdy, and shifting it into ActiveCampaign, I already know that teammates may have clear expectations and tips from day 1.” – Kuu Hubbard, Product Design Supervisor

How does the design crew use the platform?

There are such a lot of alternative ways to make use of the ActiveCampaign platform. The design crew took a number of highly effective options and included them into our automation and marketing campaign builders to convey every new rent alongside a useful, memorable onboarding expertise: 

  • Welcome emails. These emails are used to welcome the crew, assist them perceive the place inner assets are, and ensure they’re arrange for fulfillment. This goes a layer deeper than the company-wide coaching new hires get, as it’s absolutely targeted on the design crew and likewise tailor-made to that particular person’s particular person function on the crew.
  • Meet the crew. These emails introduce who’s who on the design crew, present new hires with an understanding of what engaged on the crew is like, and what their future at ActiveCampaign might seem like. They obtain issues like org charts and key targets for the completely different groups within the design division.
  • Our clients & competitors. Emails containing buyer info, buyer story movies, and aggressive intel are despatched to the design crew to allow them to get to know clients on a deeper stage. They’re additionally despatched different inner assets to allow them to get a greater understanding of what our firm targets are and why we’d have them give attention to completely different work. 

When new hires are prepared for team-specific onboarding, they’re assigned completely different automation paths relying on their function – whether or not they’re on the Product Design crew or Model Design crew – and their stage on the crew. Utilizing customized fields and tags, the crew is ready to assign completely different content material and workflows to that particular person that’s relevant to the work they are going to be doing at ActiveCampaign. 

To avoid wasting time however nonetheless provide personalised coaching, conditional content material is used to ship completely different copy, pictures, or calls to motion to people with out the necessity to construct out a number of emails. This makes iterating and enhancing these workflows that a lot simpler! Inside the emails, personalization tags are used, calling upon these attributes that make every onboarding expertise distinctive.

When constructing out new emails, the crew leverages the newly improved content material supervisor inside the platform. The content material supervisor homes all pictures that can be utilized throughout any a part of the automation workflows, so it’s simple to entry them sooner or later, and keep on-brand. 

As soon as the crew deployed the primary iteration of onboarding, they checked out what else might be executed to make the method extra environment friendly and useful for brand new crew members. Predictive sending makes use of machine studying to ship content material to an individual’s inbox on the time of day they’re almost certainly to open and have interaction with the content material. As somebody strikes by means of the coaching automation, the sending turns into smarter and smarter, and content material is distributed to new hires on the most optimum time for them to reap the benefits of their new assets. 

All through the onboarding course of, suggestions is routinely requested at 30, 60, and 90 day intervals. As soon as the time comes for suggestions, a reminder e-mail is distributed to the brand new rent, if suggestions is supplied, a notification is distributed to the design management crew to allow them to find out how a brand new rent is doing immediately, and step in if assist is required. This suggestions is curated and utilized to future variations of the onboarding as vital.

Iterate all the things, at all times.

Within the spirit of staying true to our core values, the design crew has a strong plan of what’s to come back sooner or later for the crew’s onboarding course of. 

The crew is planning to take these automations past new rent onboarding, and as a substitute use automations and campaigns options to ship out broad crew communications, updates, and information. Profession growth is a focus as effectively. The crew goals to assist each new hires and veterans perceive their path to promotion, and ensure they’re heading in the right direction with their targets and expectations. 

Product coaching can also be on the listing. Versus simply the onboarding course of, the crew is wanting into coaching on particular options and performance contained in the ActiveCampaign platform. The probabilities are countless and might even embody FAQs about upcoming assessment cycles, assist promote open roles on the crew, and even remind the crew to take their a lot deserved trip days! 

We love how ingenious our groups are right here at ActiveCampaign, and can’t wait to see how this instance of ingenuity is adopted throughout different departments. By the way in which, we’re at all times on the lookout for new, wonderful expertise, so you should definitely take a look at our open roles, and you possibly can probably undergo your individual automated onboarding! 

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