Requirements to adding users to your implementation
Onboarding is a set of connected tools that handle all of the ways users join your Customer Validation Community or Project. These tools have been implemented to standardize the way users are identified, invited, and join:
Opportunities are highly customizable landing pages which place users on selected Team(s). Opportunities control the landing page and subsequent access provided to your potential users, determining the first steps and initial experience of accessing your Community or Project. The Platform includes both Community Opportunities (for new users) and Project Opportunities (to add existing users to projects).
Sources represent where your users come from. They are attached to Opportunities as a method to bring potential users to your Opportunity's landing page (e.g. a custom URL or an invite sent to a list of email addresses). Sources include a diverse set of paths to be used at your discretion in the most advantageous and effective ways for your user acquisition efforts.
Opportunity Pools act as a holding place for users who have been invited, but not yet joined your Community (re: Community Opportunities) or a project (re: Project Opportunities). Lists generated by Sources, Opportunity Pools allow you to curate/nurture your candidates through to their eventual conversion as active members into your Community or Project.