Introduction
We know how important it is to make a good first impression. That’s why we’ve built an on-site onboarding tool for SmartSpending™, which welcomes, engages and educates employees on how their employee discount program works, from the start. They’ll learn the key features and see the value of their platform in four simple steps.
How does it work?
When an employee visits the Discounts homepage the very first time or after a year of inactivity, they will see four “tooltips” which explain the core product features and retail offering that would help them make the most out of the product.
Who sees these tooltips?
The discounts tooltips are shown only once to employees who visit their employee discounts homepage for the very first time, or after a year of not logging in to the platform. First-time visitors are identified by either being a new starter joining an organization with an existing program, or all employees of a newly launched platform. The second group of employees who will see the tooltips are people who have been inactive for a whole year.
The sooner new joiners understand the value of their employee discounts programme, the more likely they are to use and save money regularly through it. That’s why their first visit is so critical in showing them the main features.
For those employees who have not visited their platform in over a year, we want to re-engage them and re-educate them on the main features of the site, in case it has changed since they last visited, or they have forgotten how it works. The simple tooltips are a great way to get them confident in using the site again.
How often will the tooltips show?
Just once.
Is there a way to close the tooltips tour?
Yes, clicking anywhere outside of the tooltip box or pressing the cross in the top right corner will close the tour. We gave visitors a very easy way to close the tour as the tooltips are there to add value, but not at the cost of creating forced friction. Not everyone wants to be handheld through the onboarding process. Tech-savvy users in particular may want to dive right in and explore the discounts themselves, without sitting through the tour. This puts the employee in the driver’s seat, so they can leave the onboarding flow as soon as they want.
Can employees manage the tooltips from the Communication preferences?
Because the tooltips show only once there isn’t a real case for being able to manage them long term. That’s why they haven’t been added to the Communication Preferences.
Can a client manage the number of tooltips or their content?
No. The tooltips focus on core features that are standard to all client platforms, meaning that the content is written specifically to align with the terminology already in use across the product. This is important in order to maintain a consistent message to employees and avoid confusion.