Centercode Onboarding Overview

Inviting users with Centercode's acquisition tools

User Acquisition through Centercode's Onboarding

Our goal with the Onboarding tool is to make the process of user acquisition feature-rich and flexible while still maintaining the reliability and consistency. With Centercode's Onboarding, you’ll create Opportunities to join your projects that utilize various Sources for bringing in your users. To keep track of users you’ve invited, Opportunities leverage Candidate Pools - a compiled list of all individuals and unique access Keys associated with an Opportunity.

Getting a Feel for the Onboarding Management UI

The interface for Onboarding Management is designed to give you a quick, high-level overview of how your Community or Project Onboarding efforts are performing, as well as provide easy access to administering your Opportunities and Sources. 

Onboarding Management displays a dashboard with five statuses:

  • Total - all Users and Keys that have been held within any Opportunities.
  • Remaining - any users or Keys still waiting in any Pools.
  • Not Interested - all candidates who clicked the “Not Interested?” link in the footer of an Onboarding email they’ve received.
  • Blacklisted - candidates who have attempted to convert to full users, but were blocked by your Recruitment Limiting Filter.
  • Converted - users who successfully joined through any Opportunity.


Opportunities act as the gateways through which your users join your Community or Project. They control the landing page and which Destination Team(s) users are assigned to once they join. 

Within the UI, Opportunities are listed as clickable headers with hover-over actions for moderating Keys and Candidates, emailing an unfiltered list of Candidates pooled in that Opportunity, and creating new Sources within that Opportunity. Opportunity rows also include an indicator of which Team(s) the onboarded candidates will be assigned to (with hover-over help text), and a breakdown of Total, Remaining, and Converted candidates or Keys within the context of that Opportunity. More information about Opportunities.


Sources are the different pathways your users will take to convert through your Opportunities. These Sources track and determine how your testers are brought into your portal. You can have as many Sources as makes sense for your Opportunities and Onboarding offers many types of Sources to fulfill many specific and general use cases. More information about Sources.  

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