Where do you customize the welcome message in onboarding settings?

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Multiple Choice

Where do you customize the welcome message in onboarding settings?

The main idea is that the welcome message for onboarding is a standard communication you want to be consistent for every new user. Placing it in universal settings makes it global, so the same welcome message applies across all onboarding flows and contacts. This ensures a uniform first impression and saves you from having to tailor the message for each individual situation.

If you put it in individual settings, the message could vary from person to person or case to case, which undermines consistency. Lead Capture settings focus on forms and data collection rather than the wording of welcome messages. Client Prospects isn’t a place for configuring onboarding text.

So, the welcome message belongs in universal settings because that area governs the global onboarding defaults that every new user sees.

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