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The desired outcome for building a campaign to accelerate onboarding for new users is to streamline and enhance the onboarding process, ensuring that new users quickly understand and engage with the app, leading to long-term user retention and satisfaction. This includes:
- Increased User Engagement: Enhance user engagement by providing personalized guidance and support based on real-time behavior, ensuring users are actively interacting with the app's key features.
- Higher User Retention: Improve user retention rates by ensuring that new users have a smooth and positive onboarding experience, making them more likely to continue using the app.
Step 1: Add the required Sources:
In your workspace, add a new prod or dev source for your website and (optional) another for your order processing system. This should be your website where checkout events will be tracked and the system that captures completed orders. These sources will be responsible for collecting the required Track Events and sending them to Segment.
First, access the Segment platform by signing up or logging into your existing account.
A source in Segment acts as the origin of data you collect, such as user interactions on your website.
In your Segment workspace, navigate to the Sources section.
Click the Add Source button.
From the catalog of sources, select JavaScript (for websites)
Provide a name for your source, e.g., "i.e. Company Website - Dev or Prod".
Optionally, add labels for organization.
Enter your website URL.
- Click Create Source button
- Install the Segment Snippet
After creating your source, Segment will provide you with a JavaScript snippet.
Copy the JavaScript snippet provided by Segment.
Paste the snippet into the <head> tag of your site to install Segment.
If you need to connect your website, mobile app, or server as a source please refer to our documentation on these touchpoints.