Onboarding plans
A set of guides for setting up and using Arrows onboarding plans
Customize and send plan invite emails from Arrows
A walk-through for how to set up and customize invitation emails for each template you create in Arrows. An invitation email to your customers about t...
Creating and using custom roles
Custom roles allow you to add placeholders to templates and plans so you can automatically assign tasks to those responsible individuals without all o...
Embed task actions to speed up task completion
Embedding content into your mutual action plans can make it easier for your participants to get tasks done. Embedding content into your mutual action ...
Using Sequential Phases to ensure urgent tasks get completed
The Sequential Phasing feature in Arrows allows you to require customers to complete all of the tasks within a phase before making the next set of tas...
Template settings
When you are creating or editing an Arrows Template, the Settings drawer is where you can access your general settings, your plan attributes, and othe...
Automatically set plan start dates and target completion dates
Knowing the expected timeline of any project or plan is always helpful. Using plan start and target dates, along with relative task due-dates, can hel...
Using the task page to manage tasks across plans
Learn how to use the Task page to view, filter, and manage tasks across all your onboarding plans. The Task page gives you and your team a centraliz...
Enhance your tasks with interactive task actions!
Arrows task actions are designed to drive action. You can add different action types to your tasks to allow your customers to schedule their next call...
Embed your coordinator’s scheduling calendar automatically into a task
Using a dynamic text tag, you can automatically update a scheduling page within a task based on the plan’s coordinator. We often ask customers to sche...
Managing Customer Logos in Arrows
When you create a new onboarding plan or sales room in Arrows, we want it to feel like a premium, collaborative space for your customers. To do this, ...
Updating the plan status based on CRM conditions
Keeping your onboarding plan status in sync with your CRM can be automated. Each plan has a status associated with it. You can trigger the plan status...
Optional Tasks
Instructions for setting a task in your Arrows plans as “optional” All of your onboarding tasks are important and most are required to finish your pro...
A guide to Arrows email reminders
This guide details the types of email notifications participants will receive from their Arrows plan, and how you can control them! From the email no...
Using Gates between tasks and phases
A guide for setting up Gates in your onboarding plans to control what tasks and phases a customer can see or access based on conditions of your choice...
Using Dynamic Text
Dynamic text allows you to automatically insert specific values into your Arrows plans based on data from HubSpot or Arrows itself. This feature help...
Managing File Uploads and Form Submissions
Learn how to seamlessly collect and sync customer information between Arrows and HubSpot using file uploads and form submissions. Using Arrows task a...
Gate notification emails
Setting up custom gate notification emails to alert customers about their next set of tasks. Gates can help you control plan progress by preventing wh...
Creating and using your task library
You can save tasks and phases into a task library so they are easily added to templates and plans going forward. This guide will walk you through sett...
How to change the coordinator of an onboarding plan
Learn how to update the onboarding plan coordinator either in Arrows or directly from HubSpot. Open the onboarding plan Click into the Share (It will...
Onboarding plans overview page
An overview of how to navigate and customize the Onboarding plans overview page in Arrows. The Plans page in Arrows is your overview for all of your...
Data points available to sync from Arrows to HubSpot (onboarding plans)
Data points can by synced into HubSpot in the form of properties. They live on the object you intend to use for your onboarding process (deals, ticket...