Branching step groups

Allow users to tailor their onboarding based on their tech stack, use-case or features they're interested in.

Emily Wang avatar
Written by Emily Wang
Updated over a week ago

Branching step groups are a way for users to tailor their onboarding experience to be super relevant. Sometimes a user's setup path changes depending on:

  • The integrations they need

  • The feature sets they're using

If you want users to make a high level decision that changes which guide they get, then check out Branching Guides (Choose your own Adventure).

🧱 Branching step groups

Based on a user’s selection, one or more step groups are added to their guide.

How to:

  1. Within a step group, create a step that’s a branching step

  2. Add a branching question. You can leave the Step Content blank, or, add in more context on why you want them to make this selection.

  3. Define the options and map each to the appropriate step group.

  4. You can always create a placeholder step group if you haven’t yet built out all of them.

  5. Finally, you can decide whether a user should pick one option, or can pick multiple.

Branching card labels (like Visual tags in the image above) must be unique or will result in unexpected image and user behaviour.

FAQs

  • When a user makes a choice, those steps will be added to their onboarding. This can make your onboarding guide very long! The longer the guide, the less likely users will complete it.

  • Users are able to reset their choices in Bento so no need to worry if they make a mistake.

  • Information about the selection that a user makes will show up in your notifications and in Webhooks.

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