This is most commonly utilized by organizations that have different onboarding process for either different departments or physical locations. This would involve creating an Event Group and User Group structure with top-tier Event/User Groups for each location or department. Each department/location would have their own New Applicant user group(s). A Landing Page would be created for each department/location, with the options set for 'When a New User is Created on this Landing Page, Add Them to the Following User Groups' set to their specific New Applicant process.
Instructions for Creating Multiple Onboarding Paths
Step 1: Site-Wide New Applicant Group
Some organizations may still opt to have a single group that all new applicants, regardless of which Landing Page they're coming from, are placed into. This acts as a catch-all but is not required.
From the Workflows page > Create New Workflow
Step 2: Create Landing Pages for each Department/Location and Link them to their Process
The image below displays a landing page for Chicago. It is set up to do three things:
- Display Events in the Following Event Group: Chicago
This makes a limited calendar of only Chicago events.
- When Any User Visits this Landing Page, Add Them to the Following User Groups : Chicago Volunteers
This creates a single list of all Chicago Volunteers.
- When a New User is Created on this Landing Page, Add Them to the Following User Groups: New Applicants - Chicago
This allows for only the limited administrators in charge of this location to manage their new users.