In-app CMS Hub onboarding user guide
HubSpot Package: Pro/Enterprise
Date: June 2021
What is it? A new in-app "getting started" checklist that highlights the key steps for launching a website on CMS Hub and that links to a variety of marketer and developer resources.
Why does it matter? Changing CMS platforms can be stressful! There is a new platform to learn, stakeholder approvals to get, and countless decisions to be made. To reduce this stress and to give marketers a head start, we added an in-app, step-by-step breakdown of how to launch a new site hosted on HubSpot.
Each setup task takes the user to the appropriate part of the app and provides confirmation once the step has been successfully completed. Users can skip tasks, track which tasks they've already completed, and access additional marketer and developer resources, such as Academy certifications and open-source boilerplates.
How does it work? HubSpot customers who purchase CMS Hub Professional or CMS Hub Enterprise can access the onboarding guide by clicking the "Let's get started" button that appears at the end of the checkout process.
Customers can also access the user guide after the checkout flow by clicking "Set up your HubSpot account" in the user profile menu.
Existing CMS Hub customers who would like to access the user guide in their portal can do so by going here and clicking the "Let's get started button."