Welcome Video and Acknowledgement
Last updated
MangoApps User Guide
Last updated
This use case for Trackers demonstrates how to create automated workflows that deliver content tailored to a user's country or language. In this example, we’ll send send welcome videos to New Hires. These videos will require acknowledgement and also show in the user's primary language.
These form will be followed by an Employee Mood Tracker prompt.
Features used in this example:
Form Workflow
Automates sending forms at login/scheduled time
Send Form Action
Directs a specific form to a user/team
Description Add-On
Displays videos, welcome text
Language-Specific Forms
Tailored communication by audience segment
We will also show the @ Submitted By system column so we can see who has acknowledged the video.
Add in the matching language version Checkbox Field for "Acknowledgement" and mark as Required.
The Description form feature uses a rich text editor to support multiple languages, allowing you to create a separate form for each language.
In this example, we have created separate forms for English speakers and Spanish speakers:
"Welcome to ACME Hub!" (English)
"¡Bienvenidos a ACME Hub!" (Spanish)
Each form’s Title, Description, and Acknowledgement text has been customized to reflect the appropriate language.
Define the Trigger:
Set Trigger to At Scheduled Time, On Entry Added, or On Login (depending on your need). For our example we will set the cadence to "At Scheduled Time" and "Once" on user login/access.
Add Conditions for Language Segmentation:
In this section, we will set conditions for the workflows to check user segments based on whether they are "New Hires" AND if they fall into the selected "Language segments".
For our example, we will configure our Conditions as:
User is in Segment = New Hires
AND (By default, this operator will be OR, click on it to change the operator)
User is in Segment = Spanish Speakers Frontline (for Spanish form), English Speakers (for English form)
You can define segments based on language preferences, regions, or user groups.
Send the Appropriate Form:
Form = Select the corresponding form (e.g., "¡Bienvenidos a ACME Hub!" for Spanish speakers).
Mode = Pop-up while using App (to ensure visibility).
Display Priority = High. This will ensure that the welcome video form will display first in the event there are multiple forms requiring user interaction upon login.
Allow User To Skip = Disabled. We will disable this option since we want users to acknowledge the video.
Save the workflows.
When a user fulfilling the user segment conditions logs in, they will be prompted to acknowledge the video via pop-up. The user can see their is another form that requires their attention via the slider icon beneath the pop-up. This Mood Tracker form, though, is optional, as we have enabled the Skip function in its workflow.
Depending on the user's language segment, they will receive the corresponding form configured through our workflows.
As end users interact with the forms, their acknowledgments will be tracked in our Welcome Video Viewership tracker. Acknowledgments from users in the English segment will be recorded in the Acknowledgment column, while acknowledgments from Spanish-speaking users will appear in the Reconocimiento column.
To get started, we will first need to setup our tracker which will record the user acknowledgements. In this tracker we will create the fields Acknowledgment (to track our English users) and Reconocimiento (to track our Spanish users). We will configure these columns to be the with only 1 option. This option will be the acknowledgement description.
Next, we will , an English form and a Spanish form. These two forms will be utilized in the workflow configurations.
For our forms, we will make use of the form feature to insert welcome text and the Welcome Video.
In the next step, we will for our forms to ensure the right user segments receive the forms. We will create two workflows.
Go to your tracker and click Tracker Tools → Manage Workflows. Click Create Workflow and select the .
For the Action, we will select .
With the tracker, forms, and workflows configured, our users can now begin populating acknowledgements. For this example, we have also configured a form to appear after the Welcome Video form.
