How to Onboard Your Supporters to the program/service?

The supporter onboarding process on the Vygo platform is a structured set of steps designed to seamlessly integrate new supporters into your program. This includes creating accounts, completing profiles, understanding their role and responsibilities, and learning how to navigate and utilise the platform's features.

Why it Should be Used (The Benefits)

• Smooth Integration: Streamlines the process for supporters, minimising confusion and ensuring a positive first impression.
• Role Clarity: Clearly defines expectations for supporters, helping them understand their responsibilities within the program.
• Platform Proficiency: Enables supporters to quickly become familiar with Vygo's tools and features, empowering them to contribute effectively.
• Enhanced Engagement: Creates a welcoming environment that actively encourages supporters to participate in the program from the start.
• Reduced Admin Overhead: Automates certain onboarding tasks, freeing up program administrators to focus on other priorities.

How to Onboard Supporters?

1. Invitation and Account Creation:

• Invite Supporters: Send personalised invitations via email, providing a brief overview of the program and their role. Use the supporter onboarding checklist as a guide.
• Account Setup: Guide supporters through the account creation process, ensuring they use the university SSO to register.

2. Profile Completion:

• Essential Information: Instruct supporters to complete their profiles, including a professional headshot, a clear bio highlighting their expertise, and relevant contact information.
• Custom Fields: If applicable, prompt supporters to fill out all the custom fields specific to your program (e.g...Introduction Video/Tagline/About Me Section)

3. Role Education and Training:

• Resource Hub: Provide supporters with access to a central knowledge base or resource hub containing onboarding materials, guides, and tutorials.
• Orientation Sessions: Conduct live or recorded orientation sessions to walk supporters through platform features, answer questions, and foster a sense of community.
• Mentorship: Assign experienced supporters as mentors to new supporters to provide personalised guidance and support.

4. Platform Navigation and Tools:

• Guided Tours: Offer interactive tours of the Vygo platform, highlighting key features like scheduling sessions, accessing resources, and communicating with members.
• Vygo Support: Direct them to the Vygo Help Centre to explore the available support resources for using the platform features and any FAQs.

5. Ongoing Support and Feedback:

• Check-ins: Regularly check-ins with new supporters to address questions or concerns and gauge their progress.
• Feedback Loop: Actively solicit feedback from supporters on the onboarding process and make improvements as needed.
• Community Building: Foster a supportive community where supporters can connect with each other, share tips, and seek help when needed.

Additional Tips:

• Personalise the Experience: Tailor the onboarding process to your specific program and the needs of your supporters.
• Keep it Engaging: Use a variety of formats (videos, quizzes, interactive activities) to make the onboarding experience engaging and enjoyable.
• Celebrate Milestones: To boost morale and motivation, acknowledge and celebrate supporters' progress through the onboarding process.

By following these steps, you can create a smooth and effective onboarding experience that sets your supporters up for success on the Vygo platform.