This article is for standalone onboarding customers.
Follow these steps to create a custom welcome message for onboarding:
- Log in and go to People > People Settings > Onboarding Steps. The Welcome tab opens..
- To edit, click anywhere in the Welcome Message section. Make your changes. Use the text editor to customize the message.
Note: There is a 6,000-character limit, including spaces.
- Click the image icon to add a picture. Click the video icon to add a video. Then paste the video’s web address from another site. For example, copy the link from YouTube or Vimeo.
- When you finish, click Save.
Resources
- To learn more about changing the onboarding welcome message, see How Do I Configure the Onboarding Setup?
Updated: January 13th, 2026 6823 views 0 likes
*This content is for educational purposes only, is not intended to provide specific legal advice, and should not be used as a substitute for the legal advice of a qualified attorney or other professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.