Arrows

Join us for a 30-minute session on managing onboarding plans with multiple stakeholders using Arrows custom roles.

What we'll cover:

*   Introduction to custom roles in Arrows
*   Setting up and customizing roles for both internal teams and customers
*   Efficient task assignment using role placeholders in templates
*   Dynamic internal role assignment using HubSpot user properties
*   Best practices around assigning tasks to participants in Arrows

The session will conclude with a Q\&A to go over any specific questions you might have!

Note: Custom roles are a Pro tier feature, but all Arrows users are welcome to join to learn more about managing multiple stakeholders during onboarding.

Can't attend live? Register anyway, and we'll send you the recording when we wrap up.


💡 Arrows deep-dive: Navigating plans with multiple stakeholders

Learn how to effortlessly gather customer information and keep your HubSpot database up-to-date. In this focused 30-minute session, we'll walk you through:

*   Creating tasks that capture the data you need from your customers
*   Leveraging Arrows file upload and form field task actions
*   Automating the flow of the information you're collecting in Arrows back to HubSpot

You'll see a live demo of:

*   Designing effective data collection tasks
*   Setting up the Arrows > HubSpot data sync for forms and file uplads

No question is too big or small – we're here to help. If you don't have specific questions, join us anyway! We'll be sharing insights and tips to improve your data collection process during onboarding.

Can't make it at this time? You can still register to receive the recording as soon as we wrap up.


💡 Arrows deep-dive: Easily collect customer information in Arrows

Join us to learn how to customize your onboarding plans for the unique needs of each customer

In this 30-minute session, we'll dive into Arrows' dynamic branching feature, which allows you to automatically tailor each onboarding plan based on your HubSpot data. Here's what you'll learn:

*   Automate plan customization: Include or exclude tasks, phases, or form fields based on HubSpot data
*   See real-world examples:
*   Show add-on service phases only to customers who purchased them
*   Create targeted tasks based on specific customer needs (e.g., integration requirements)
*   Boost engagement: Eliminate irrelevant content to keep customers focused
*   Save time: Let automation handle plan customization for you

We'll wrap up with a live Q\&A, so bring your questions!

While dynamic branching is currently part of our Pro tier, all Arrows users are welcome to join and learn about this feature.

Come see how you can make your onboarding process more relevant and efficient for each customer. We're looking forward to seeing you there!


💡 Arrows deep-dive: Customize your plans without manual effort

Join Shareil Nariman, our Head of Customer Experience, for a 30-minute tactical session on using Arrows plan data within HubSpot. This live workshop will show you how to effectively track and act on customer onboarding progress in HubSpot.

What we'll cover:

*   Setting up the Arrows > HubSpot data sync
*   Viewing Arrows engagement data in your HubSpot pipeline + setting up pipeline tags to see when customers are stuck in onboarding
*   Creating workflows and reports using Arrows data

We'll wrap up with a Q\&A to address your specific questions and use cases.

Can't make it? Register anyway and we'll send you the recording when we wrap up. See you there!


💡 Arrows deep-dive: Unlock the power of Arrows data inside HubSpot

About

Speakers

Shareil Nariman

Head of Customer Experience

Kim Hacker

Head of Business Operations

Replays

💡 Arrows deep-dive: Navigating plans with multiple stakeholders

💡 Arrows deep-dive: Easily collect customer information in Arrows

💡 Arrows deep-dive: Customize your plans without manual effort