---
title: Onboarding Customization & Checklist
description: Onboarding Customization & Checklist
---

[Skip to content](https://help.primefold.ai/onboarding-customization-checklist#main-content)

English

Show submenu for translations

![Frame 1](https://help.primefold.ai/hs-fs/hubfs/Frame%201.png?width=200&height=123&name=Frame%201.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Contact us

 Contact us

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.primefold.ai/?hsLang=en)
2. [1 Getting Started](https://help.primefold.ai/1-getting-started?hsLang=en)

# Onboarding Customization & Checklist

**Applies to:** Trial, Business, Enterprise

The last onboarding step helps Primefold XI tailor the product to what you’re trying to do. After that, you’ll land in your dashboard and can start working immediately.

### **Customize your experience**

You’ll be asked what you need help with.

1. Open the dropdown under **“What can we help you with?”**
2. Choose a suggested use case (examples you may see): 
     - E-Commerce: reduce checkout friction
     - Real Estate: gauge tenant satisfaction
     - Shopping Centers: measure visitor experience
     - Retail: benchmark product sentiment
     - HR / People Ops: pulse employee engagement
     - SaaS / Tech: detect churn signals
     - Hospitality: capture guest feedback
     - Healthcare: collect patient feedback
3. If none fit, select **Other** and type what you want to use Primefold XI for.

You may also see an additional question (e.g., whether you use Primefold XI as a research tool). Answer it or skip if available.

Click **Continue** (or **Skip** when offered).

---

### **You’re done, Welcome to the dashboard!**

After customization, you’ll be redirected to your **dashboard**, where you can:

- create your first survey,
- publish and share it,
- and view results in analysis/insights areas.

---

#### **Onboarding checklists (by plan)**

### **Trial checklist (fast path: “prove value quickly”)**

- Confirm email & sign in
- Complete setup (name → org → workspace → customize)
- Create **one** survey (simple is fine)
- Publish it and share it with a small audience
- Review results and confirm you can export/share insights internally

**Goal:** validate the end-to-end workflow in under a day.

---

### **Next recommended article links **

If you want to add “next steps” at the bottom of each article, a typical sequence is:

1. [**Create a Survey**](https://help.primefold.ai/create-a-survey-?hsLang=en)(Product Guide → Generate)
2. [**Design your Survey**](https://help.primefold.ai/design-your-survey-?hsLang=en) (theme, layout, branding)
3. [**Go live & share**](https://help.primefold.ai/publish-your-survey-?hsLang=en) (Distribute)
4. [**Analyze results in Insight Hub**](https://help.primefold.ai/create-a-new-insight-hub-?hsLang=en) (Analyze)

- [1 Getting Started](https://help.primefold.ai/1-getting-started?hsLang=en)
- [2 Product Guide](https://help.primefold.ai/2-product-guide?hsLang=en#main-content)
  
  
  
  
  
    - [2.1 Generate](https://help.primefold.ai/2-product-guide?hsLang=en#2-1-generate)
    - [2.2 Distribute](https://help.primefold.ai/2-product-guide?hsLang=en#2-2-distribute)
    - [2.3 Analyze](https://help.primefold.ai/2-product-guide?hsLang=en#2-3-analyze)
    - [Workspaces & Collaboration](https://help.primefold.ai/2-product-guide?hsLang=en#workspaces-collaboration)
    - [Integrations (Shopify)](https://help.primefold.ai/2-product-guide?hsLang=en#integrations-shopify)
- [3 Plans & Billing](https://help.primefold.ai/3-plans-billing?hsLang=en)
- [4 Security, Privacy & Governance](https://help.primefold.ai/4-security-privacy-governance?hsLang=en)
- [5 Support & Success](https://help.primefold.ai/5-support-success?hsLang=en)
- [6 Legal](https://help.primefold.ai/6-legal?hsLang=en#main-content)
  
  
  
  
  
    - [6.1 Terms of Use](https://help.primefold.ai/6-legal?hsLang=en#6-1-terms-of-use)
    - [6.2 Privacy Policy](https://help.primefold.ai/6-legal?hsLang=en#6-2-privacy-policy)
    - [6.3 Cookie Policy](https://help.primefold.ai/6-legal?hsLang=en#6-3-cookie-policy)

[![Frame 1](https://help.primefold.ai/hs-fs/hubfs/Frame%201.png?width=200&height=123&name=Frame%201.png "Frame 1")](https://primefold.ai)

<https://www.linkedin.com/company/primefold>

Copyright © 2026, Saypien GmbH