1
Open the Doozy Application in Slack
- Open Slack and navigate to your workspace.
- In the Slack sidebar, locate and click on the Doozy application.
- Once the Doozy app is open, click the Tracks button.
2
Start a New Track
On the Tracks page, click the Create New Track button.
3
Choose Your Trigger
Select a trigger for your track:
- User Joined: Automatically add users when they join.
- Manually Add User: Add users manually to the track.
4
Choose Your Steps
Use the editor to add steps to your track. Step types include:
- Messages: Send a message to users.
- Polls: Create polls for user feedback.
- Surveys: Collect detailed responses.
- Delay: Add a time delay between steps.
- Quizzes: Test users with interactive quizzes.
5
Add Title and Description
- Enter a name for your track in the Track Title field (e.g., “Onboarding Track 1”).
- Optionally, add a description for your track in the Description field.
6
Add Other People to Manage the Track
Choose Who can manage this track? (e.g., assign yourself or other admins/managers).
7
Set the Workflow Status
- By default, the track will be in Draft status.
- To make the track live, set the Workflow Status to Active.
8
Save and Publish
Once you’re satisfied with your track, click the Save button.
Tips for Success
- Use clear and concise titles for your track and its steps.
- Preview your track before publishing to ensure everything looks correct.
- Regularly update your tracks to keep the content fresh and relevant.