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Keep your team informed with real-time updates in Slack channels for customer onboarding projects.
Scope will automatically manage Slack channels:
This feature helps your team stay organized and connected throughout the onboarding process.
Scope will now automatically create a channel canvas in Slack with project information, progress, and insights about due or blocked tasks, and keep it updated in real time.
Your team doesn’t even need to open Scope to see project details - they can view everything directly in Slack.
Sometimes, team members don’t need all updates from every project but still want to stay informed about key events, such as changes in project progress, project delays, completions, or changes to planned launch dates.
For these cases, Scope can create a dedicated Slack channel that provides only high-level updates about all active projects.
Now, you can reply to project and task updates directly from Slack. Any message you leave in Slack channel will automatically be sent as a message in the project chat. You can also reply in threads to task updates or messages, and your response will appear in the task chat.
If you communicate with customers using email, Scope will send them email notifications about all these messages. This ensures your customers stay informed and can easily respond.
Do you use Slack Connect to collaborate with customers? Scope can automatically invite your customers to the Slack channel created for their onboarding project.
This allows your customers to stay updated with project insights, receive activity notifications, and communicate with you effortlessly within the project context.
We're excited to introduce an incredibly important feature for customer onboarding – Custom Forms. Start gathering customer information more quickly and accurately with Scope's powerful and flexible forms.
With Custom Forms, you can easily gather the exact information you need for a smooth onboarding process. For example, create forms for your sales team to capture essential details like customer goals, key contacts, requirements, and upselling opportunities when the customer transitions to the implementation stage.
You can also ask your customers to fill out forms, like sharing details about their current processes or integration needs.
Automate the process by scheduling these forms to be sent on specific days in your onboarding plan or after completing certain steps.
Create forms once and save them as templates to use when you needed. This way, you can easily use the same form for similar onboarding plans without having to recreate it each time. It’s an easy way to save time and keep things organized.
Easily share forms with your customers by automatically sending them an email when it’s planned. Scope will send the form submission request and follow up with reminders based on very flexible reminder settings, ensuring you get the information you need on time.
Move to the next onboarding steps without delays by automatically closing the task when the form is submitted and notifying everyone about the next actions they need to do.
Plan to send informational emails to your customers during onboarding projects. You can schedule these emails for a specific day of the onboarding process or after certain events. Here are a few use cases where they can be very useful:
Create these emails in project templates and schedule them automatically when you launch new customer onboarding project.
Avoid delays by using dynamic task start dates instead of fixed dates. For example, imagine you assign a task for your customer to complete a questionnaire, giving them 5 days to do it. Once they finish, the next task is to schedule a kick-off call. Rather than setting the call task to start on a fixed date (e.g., the 6th day of the project), you can set it to start dynamically the day after the previous task is completed. If the customer completes the questionnaire sooner, the next task starts earlier, and they will be notified automatically. This ensures smoother and faster progress.
When creating tasks in templates, you might not know the exact start or due dates, but you know when tasks should happen in the project timeline. With the relative start and due dates feature, you can set these in your templates.
When you create a new project, the relative dates automatically turn into specific dates based on the project’s start date. Scope will skip weekends to calculate all dates using business days only. This makes it easy to set up and manage tasks while keeping your timeline accurate.
Create personalized task descriptions, greeting messages, and scheduled emails using variables. Include the viewer's first and last name, project details, customer information, and task properties to generate dynamic text. This makes your communications more relevant and engaging for your customers.
By using team and customer roles in project templates, you can quickly assign all project tasks to the right people when setting up a new project. This makes task assignment fast and accurate from the start.
Very often, during onboarding, your customer needs to perform simple tasks, such as scheduling a meeting, uploading documents, reading documentation, approving something, or requesting changes, etc. Scope allows you to create such Quick Actions in tasks, providing your customers with the easiest way to do these actions.
Ask your customer schedule a meeting using attached Calendly. For example, when you need ask your customer attend kick-off call you can just create task with this action.
Every time when you want to ask customer to open some link to do something, you can use Action buttons for this. For example, ask to Read API documentation
, Provide API Key
to secure storage, Watch product demo
, etc.
Easiest way to ask you customer to upload any type of resources which you are waiting from them.
When you need approve something during onboarding, for example, accuracy of data migrated from legacy software you can have a lot of back-n-force communication.
First impressions are very important. When your customer opens the customer portal for the first time, they will see a beautiful slider featuring:
Getting Started Guide
. Use this as your welcome kit, which you want to share with your customer first.It is always clear for your customer to know what they need to do next with a highlighted next priority block, which can also contain a simple call-to-action.
Fully redesigned task page with removal of any noise that could overwhelm your customer, focusing on essential information and clear action they need to do.
This is another way to show your customer a clear and simple action they need to do from their list of tasks. If a task is something straightforward, such as scheduling a meeting, uploading files, reading documentation, signing a contract, etc., they can simply click on the button and start to do it.
New page with resources useful for onboarding projects. Attach links, presentations, product demo videos, or other relevant materials.
Mark some resources as Helpful
to highlight them on customer home page, ensuring they are always visible for easier reference.
Generic project management tools require complex configuration and developer resources to connect with your CRM. With Scope, in just a few clicks, anyone can connect your HubSpot account and select which onboarding project data you want to stream to HubSpot. Scope connects projects with HubSpot deals, creates properties that will always be up-to-date, and allows you to use them in any part of your CRM.
Now, when you create a new project, you can select a company and deal directly from HubSpot and start streaming this project's properties, activity, and messages to the HubSpot deal.
Scope can send a variety of project properties and signals into your HubSpot for comprehensive visibility:
Additionally, we set up a very useful CRM card with all the details about the onboarding project, which is located on the deal page in the right sidebar.
Based on your configuration of HubSpot integration, you can start streaming all communication inside the project into your deal activity. All these messages will be correctly associated with your deals, companies, and contacts. All your onboarding conversations are now stored in your CRM because of Scope. You can easily find all messages from your customer inside your customer or contact card.
Additionally, you can also stream project activity into deal. You will see important information in your deal activity, such as:
When you add a company from your HubSpot into Scope, it will start automatically syncing, including all the company's contacts. There is no need to update it manually. It will always be up-to-date in Scope.
Now, you don't need to open each project individually to understand what is going on. On the dashboard view, you can see everything you need about projects:
You can customize the view as needed: hide data you don't need, sort by any column, and rearrange table columns.
To control important metrics of your projects, we display a set of widgets with aggregated project information. Now you can use widgets such as:
All widgets are interactive, and you can easily click on a widget to filter projects. For example, to filter projects going live soon or those that are delayed.
Find projects by owner, project status, or template. Additionally, you can use filter by any project dates. For example:
With Scope views, you don't need to open each project individually to find the required information. Scope provides a set of views that offer a clear understanding of what is happening inside projects. You can find such views with tasks across all projects:
Scope now allows you to seamlessly track time for onboarding projects or billable tasks. Time tracking can be utilized for internal efficiency tracking or reporting of billable hours.
Visibility of project / task hours can be customized to be customer-visible or kept internal-only.
Don't forget to add Tracked Time
to your task card in the Display Settings of your board!
Want to configure your Onboarding project board based on phase, but want to hide the Post-GoLive phase? You can now hide columns directly from the Board view to keep clean visibility of your Project Board.
Scope now includes a progress bar to show the progress for all tasks within that Board column. Easily gauge the overall progress of an onboarding project phase!
Include a personalized or templated greeting message when sharing a new Scope project with company collaborators. When your collaborators are notified, they'll see the welcome message or initial call to action in email before they log in to Scope.
Click Save for later
to convert this greeting message into a template for all future projects.
Scope now allows contributors to respond to chat notifications directly in email, without having to open Scope. Contributors can now update task status, respond to messages, or engage others via email notifications.
Scope can seamlessly plug into your existing workflows and tech stack!
Integrate Scope with your existing systems using our Open API & Webhooks, to enable bi-directional connectivity with other systems and automation of task creation or updates. Setup steps are easy to follow, and the Scope Team can assist with any setup or support needs for your integrations.
You'll need:
Access API & Webhook Settings in Scope:
Workspace Name
in the top left corner, then Settings > API and webhooks
.New Integration
to begin setup for a new system connection.Create a new API Connection:
Integration Name
and Description
and click Create.General Info
tab, copy Access Token
and paste into API setup of the other system (Hubspot, Salesforce, etc.).Webhooks
tab and click New webhook
.Target URL
field in Scope.Search Event
, select the specific Scope actions for the other system to initiate.Create as many integrations as you need, each with unique permission settings. To ensure security of your data, Scopes are disabled by default. Once enabled, you'll have bi-directional data access for the specific Scope data fields.
On the Scopes
tab, enable permissions to pertinent data / fields.
Introducing Scope compatibility with Zapier and Make.com! Create automations in less than 10 minutes to sync Scope task activity with other systems.
Automations available for:
More Zapier integrations available on the Zapier App Integrations page.
Trying to create a Zendesk ticket from a Scope chat? Create a Scope task from an account status change in Salesforce? Something else?
We've got you covered. Reach out to the Scope team for help with setting up and supporting integrations between Scope and other systems.
Facilitate seamless internal onboarding workflows by creating internal-only or hidden process tasks & messages within your customer project workflow.
Configure any task field to be internal-only or read-only fields for customers, to enable balanced visibility of task information between your internal & customer users.
Track team engagement by identifying the last time team members have viewed project pages or individual tasks.
Improve communication & project momentum by keeping customer users informed on project changes & next steps.
Keep project team members at each customer informed & accountable when tasks are due soon or overdue.
Provide customer & internal project participants with an automatic weekly status update with project developments, upcoming tasks & blockers. Note weekly notifications are disabled by default to ensure no unintended emails are sent.