Welcome to Intros!
Your Club Setup
Branding
Your Club Rollout
Your Club Health
Member Experience
Platform Integrations
Additional
Tracking progress
Goal is able to be published on site by EOW
Green Highlight = Ready for review once more but info is all set / up to date
Red Highlight = Needs updating or writing
--------------------------------------------
Welcome to Intros!
Getting Started
How to use Intros?
Your Club Setup
Choose your Matching Flow
Matching Form and Member Profile
Customizing Welcome and Intro Messages
Testing your Member Experience
Branding
Customizing Brand & White-Labelling
Custom Email Verification
Your Club Rollout
Importing Member Data
Zapier
Inviting Your Members
Your Club Health
Using your Members Page Using your Insights Page
Integrations
Discord
Slack
Mighty Networks [keep off for Sunday’s release?]
Member Experience
Member FAQ
Accessing your Profile
Using the Directory
Additional
Admin FAQ
Processing Payments
Member Tagging
Docs left to do:
To Do:
- DONE [Bailey] Finish editing “Choose your matching flow” page
- DONE [Bailey] Finish editing “Customizing Welcome and Intro Messages” Page
- DONE [Bailey] Set up admin & member FAQ structure, approve w Rob
- DONE [Bailey] “Getting started” - add all page links
- DONE [Bailey] Add brief section on member tagging (linking to Member Tagging page) on the “using your members page”
- [Rob] Sync with David and send him a loom of new documentation
- [Bailey]&[Rob] Review pages once before publishing
- [Bailey]&[Rob] PUBLISH
- [Rob] integration Answer a few questions on member tagging for Bailey (toggle at bottom of page)
- [Rob] Member tagging page questions
- What happens if a member answers a same group “A” but then changes it on their member profile at a later time to “B” - does their member tag automatically update?
- Are members able to see what they are tagged as if manual tags are used
- What happens if admins set a same group/cross group question but then toggle the matching rules OFF in settings? Is it basically just a background question then?
- Are tags downloadable?
- [Rob] Discord integration page
- [Rob] Ping David for Intros enterprise case study / other case studies to add to the “How to use Intros” page OR the tryintros landing page
- [Bailey] Figure out how to sync the size of the side bar
- [Bailey] Add “previous” / “next” buttons after all pages are added
Specific tagging questions for Rob:
What happens if a member answers a same group “A” but then changes it on their member profile at a later time to “B” - does their member tag automatically update?
Are members able to see what they are tagged as if manual tags are used
What happens if admins set a same group/cross group question but then toggle the matching rules OFF in settings? Is it basically just a background question then?
Are tags downloadable?