Add onboarding answer to analytics profiles for your team
Add onboarding answer to analytics profiles for your team
Your onboarding answers aren't linked to user analytics, leaving success managers without role context. Add role answers to profiles so managers can segment and act same day.
Overview
Onboarding answers are valuable context — but only if they're attached to the user record your team uses. This flow writes users' onboarding responses into their analytics profile so success managers can segment and start targeted outreach within the first session.