Reduce information overload with a series of direct messages.
It is good practice to include as much important information about your workspace in your onboarding as you can. To reduce information overload, though, divide your message into smaller chunks, scheduled for delivery over time.
To schedule a new direct message or reschedule an existing one follow these steps:
On the Starter and Plus plans you can choose from the following timing options:
On the Enterprise plan you can use the following:
Start with a brief overview of the way your workspace is structured: highlight key people (or apps) on your team (tag them with an @mention) and list a few popular channels. Don’t be shy about sharing fun facts about your organization or members of your staff, too. It’s a great way to break the ice.
Once you’ve covered the big picture, you can get more granular with the information you are sharing. Post video clips about company history and culture, explain specific business terms and acronyms you use internally, provide links to policy and training materials, send invites to activities and appointments, or anything else that new joiners should know about.
It’s possible that you decide to modify an exsiting message or add a new one after new members had already joined your workspace and begun their onboarding. In that case, the updated messages will be delivered only to members who have joined your workspace before the messages are due to be delivered. For example, when you add a new message with a delay of 6 days, it will be delivered to members that have joined less than 6 days earlier. Anyone who has been a member for longer than that won’t receive this new message.
Direct message scheduling is available on all subscription plans. To set up a series of multiple scheduled direct messages you you will need a paid subscription. Visit our Pricing page for detailed information on availability and pricing. Contact us at [email protected] if you have any questions.