🛠️

Updating Docs

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

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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:

  1. DONE [Bailey] Finish editing “Choose your matching flow” page
  2. DONE [Bailey] Finish editing “Customizing Welcome and Intro Messages” Page
  3. DONE [Bailey] Set up admin & member FAQ structure, approve w Rob
  4. DONE [Bailey] “Getting started” - add all page links
  5. DONE [Bailey] Add brief section on member tagging (linking to Member Tagging page) on the “using your members page”
  6. [Rob] Sync with David and send him a loom of new documentation
  7. [Bailey]&[Rob] Review pages once before publishing
  8. [Bailey]&[Rob] PUBLISH
  9. [Rob] integration Answer a few questions on member tagging for Bailey (toggle at bottom of page)
  10. [Rob] Member tagging page questions
    1. 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?
    2. Are members able to see what they are tagged as if manual tags are used
    3. 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?
    4. Are tags downloadable?
  11. [Rob] Discord integration page
  12. [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
  13. [Bailey] Figure out how to sync the size of the side bar
  14. [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?