Beta: This feature is currently in beta and may be subject to change. If you have any feedback or suggestions, please contact our support team.

Creating a track in Doozy Tracks is simple and straightforward. Follow the steps below to get started. Note: You must be an admin or manager to create and edit tracks.

1

Open the Doozy Application in Slack

  1. Open Slack and navigate to your workspace.
  2. In the Slack sidebar, locate and click on the Doozy application.
  3. 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.

Customize each step as needed (e.g., add content, configure triggers, etc.).

5

Add Title and Description

  1. Enter a name for your track in the Track Title field (e.g., “Onboarding Track 1”).
  2. 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

  1. By default, the track will be in Draft status.
  2. 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.

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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.

Happy tracking!