Onboarding Forms

Initial partner signup and profile collection forms.

Onboarding forms capture partner information during initial signup. This is often the first interaction partners have with your program.

Configure onboarding settings first. Before building your onboarding forms, set up the splash screen content (title, description, perks) in Settings → Onboarding Settings. This content appears before creators see the form fields.

What to Collect

Essential (Required)

• Email address
• First name
• Last name

Recommended

• Social handles (Instagram, TikTok, YouTube)
• Bio / about me
• Profile photo
• Audience description

Optional

• Mailing address (for seeding)
• Phone number
• Content style preferences
• Niche / category

Onboarding Settings (Splash Screen)

Before creators see the form fields, they see a splash screen with your onboarding messaging. Configure this in Settings → Onboarding Settings.

Onboarding Title

What it does:

• Displays prominently on the splash screen
• First thing creators see when starting onboarding
• Sets the tone for the experience

Best practices:

• Keep it short and welcoming
• Examples: “Welcome to [Brand] Partners”, “Join Our Creator Community”, “Let’s Get Started”

Onboarding Description

What it does:

• Appears below the title
• Provides context about the program
• Sets expectations

Best practices:

• 2-3 sentences maximum
• Explain the value proposition
• Set clear expectations

Onboarding Perks

What it does:

• Displays in three slots on the splash screen
• Highlights key benefits of joining
• Separated by commas

Format: Enter three perks separated by commas:

Exclusive discounts, Early access to new products, Performance-based commissions

Best practices:

• Keep each perk concise (3-5 words)
• Focus on creator benefits
• Make them specific and compelling

Initial Settings Guide

Complete guide to configuring onboarding settings and all initial CreatorCommerce configuration

Form Configuration

Field Types Available

Type	Use For
Text	Name, bio, handles
Email	Contact email
URL	Social links, website
Image upload	Profile photo
Select	Category, content style
Multi-select	Product interests
Textarea	Long-form content

Validation Options

• Required vs optional
• Email format validation
• URL format validation
• Character limits
• File size limits

Example Onboarding Flow

1. Partner clicks invite link
        │
        ▼
2. Basic info form
   - Name, email, social handles
        │
        ▼
3. Profile form
   - Bio, photo, audience description
        │
        ▼
4. Confirmation
   - Welcome message
   - Next steps

Best Practices

Keep It Short

First impression matters. Collect essentials only:

• 5-7 fields max for initial form
• Use progressive collection for more data

Explain Why

Partners are more likely to share if they understand:

• “Your bio appears on your landing page”
• “We’ll use your photo in co-branded emails”

Provide Examples

Show what good looks like:

• Example bios
• Recommended photo specs
• Sample social handle format

Mobile-Friendly

Many partners will complete on mobile:

• Large touch targets
• Single-column layout
• Minimal typing required

Related

• Initial Settings — Configure onboarding splash screen content
• Collection Forms
• Custom Forms
• Partner Enrollment — Onboarding strategy and best practices