Canoa Help Docs & Support
Go to AppContact Support
  • Getting Started
    • What is Canoa?
    • Navigating our Platform and Features
      • Features
    • Quick Start Guide
    • Keyboard Shortcuts
    • Begin with a Template
    • Arranging your Canvas Dashboard
  • Collect
    • How to create a furniture & accessories presentation
    • How to add Links into Canvas
    • How to add an Inspiration Image
      • Copy-Paste from Canvas to Canvas
      • Copy-Paste from Pinterest to Canvas
      • Copy-Paste from Miro to Canvas
      • Copy-Paste from your desktop to Canvas
    • How to start a Canvas from a Drawing
    • How to start a Canvas from Public Catalogs
    • How to add a Product from the Public Catalogs
    • How to search for Products
    • How to create Custom Products
    • How to use Canoa AI
    • Understanding and using Products
    • How to format data with CanoaGPT
    • My Catalog
      • Working in Table view
        • Navigating the Table view
        • How to import your product data
          • How to import 2D vector data (drawings)
            • Best practices for uploading vector data
          • Best Practices for Data Formatting
        • How to edit your product data
    • Integrations & Compatibility
      • Working with Pinterest
      • Working with CET
      • Working with Designer Pages
      • Working with Material Bank
      • Working with Spec
  • Design
    • How to create collages & vignettes for your presentations
    • How to duplicate Images
    • How to add Text
    • How to add Custom Colors
    • How to use the Drawing Tools
    • How to Import and Scale floor plans
    • How to Use the Walls Tool
    • How to draw an Area
    • How to Use the Markup Tool
    • How to Use the Dimension Tool
    • How to use Frames
    • How to organize your Canvas with Frames
    • How to create a Product List
    • How to use the Product Side Panel
    • How to adjust your Product Card view
    • How to use Dashboards
      • Creating a Dashboard
      • Editing the Dashboard settings
      • How to use Areas in a Dashboard and Product List
    • How to design with second life products
    • How to design with generic products
  • Share
    • How to share your Canvas
    • How to invite team members to collaborate
    • How to provide Comments
    • How to use Presentation Mode
    • How to download a Product List
      • How to export a SIF file from Canvas
        • Customizing SIF Export Field Mappings
      • How to bring your Product List data into Microsoft Excel
      • How to bring your Product List data into Google Sheets
      • How to bring your Product List data into Airtable
      • How to bring your Product List data into AutoCAD
      • How to bring your Product List into your Revit model
    • How to export data from a Dashboard
    • How to export or print your Canvas
      • How to export or print your Canvas with Frames
    • How to embed a Canvas
      • How to embed a Canvas into Notion
      • How to embed a Canvas into Squarespace
      • How to embed a Canvas into Webflow
    • How to share products from My Catalog (Gallery)
    • How to share custom products from My Catalog (Table)
    • How to export your product data from My Catalog
      • How to export a SIF file from My Catalog/Table View
  • For Brands
    • How to become a published brand
    • Onboarding your brand catalog
  • Choose a Plan
    • Enterprise
  • Support
    • Managing your account
      • How to create an account
      • How to edit your account settings
      • How to add and remove users from your account
      • How to set an email domain to your account
      • How to switch between accounts
      • How to edit and view billing information
    • FAQs
      • Does Canoa work on mobile?
      • How does the carbon estimator work?
    • 🛶Canoa University
      • 🪢Implementing your Onboarding Program
        • 💻Accessing your Canoa Account
      • 🗃️Collect: Inspiration & Custom Products
      • 🎨Design: Mood Boards & Presentations
      • 📐Design: Space Planning in Canvas
      • 🏗️Products Lists, Budgets & Dashboards
Powered by GitBook
On this page
  • Step 1: Identify a Cohort for the Onboarding Program
  • Step 2: Prepare Product Data
  • Step 3: Set up the Training Environment
  • Step 4: Begin and Complete the Onboarding
  • Step 5: Conduct Interviews and Analyze User Research

Was this helpful?

  1. Support
  2. Canoa University

Implementing your Onboarding Program

These are the recommended steps to start implementing Canoa into your workflow. Carry out these actions before and after your Onboarding Program for a successful and pleasant experience.

PreviousCanoa UniversityNextAccessing your Canoa Account

Last updated 9 months ago

Was this helpful?

Step 1: Identify a Cohort for the Onboarding Program

Select a group of users to go through the Onboarding program with the Canoa Learning & Support team. This can be a narrowed-down, selective group of people you work with or your entire team. Canoa is designed for a wide variety of roles so rest assured that just about everyone will find benefits of going through an onboarding session with our team.

  1. and create a Canoa account.

  2. .

  3. .

Step 2: Prepare Product Data

It is proven that Canoa onboarding and training is enhanced and more relatable when users are designing with their own data - furniture and accessories that they design with day in and day out.

Gather your product info via:

  • furniture schedule

  • spec sheet

  • inventory list

  • sales presentation

  • or any spreadsheet of your standard products that your team would use for look books or budgets

This will most likely require one to two weeks of time to gather the data and to do some data cleaning, formatting, and organizing. You may refer to the while formatting your data, and our Learning & Support team will be available to help you with this important step. Let us know what questions come up!

Step 3: Set up the Training Environment

Below are some helpful steps in making the most of your Canoa training. This step can be done while your furniture data is being gathered and uploaded into Canoa with the help of our team.

  • It's time to set up a channel of internal communication for the onboarding sessions. This resource allows for questions, comments, and troubleshooting to be handled asynchronously and timely throughout the entire program. This can be a Slack Connections channel, a Microsoft Teams channel, GoogleChat, etc..

  • Present Canoa internally to your team - the purpose of using Canoa and your goals for the onboarding program.

  • Offer a full timeline of events and list of support resources, like this Canoa University space!

  • View the syllabuses of each training session, and let us know how we can better tailor them for the needs of your group.

  • Check in often with your users going through the training. It can be helpful to have an internal point person who oversees the Canoa implementation for your firm; who communicates often with the Canoa team; and who helps with participation and attendance.

Step 4: Begin and Complete the Onboarding

Our onboarding trainings are set up in the order that is ideal for almost every user. The Canoa team will broadcast out a Calendly link for your users to sign up for the scheduled trainings. The outlines and links to Training Canvases for each session are posted under each topic, here on Canoa University, so users can follow along live. If a user cannot attend a training, the video recordings and transcripts will also be posted here for self-guided work.

Step 5: Conduct Interviews and Analyze User Research

Once the onboarding program has been carried out, usually over a month's time, the final step is to gather feedback from your cohort group of users. The Canoa team can assist with preparing a survey of questions to ask the cohort to answer in order to receive an assessment of the platform from your team. This will be helpful to understand how Canoa fits into your workflow and what adjustments can be made for potential next steps - whether that is additional training sessions or a customized plugin with a third-party software.

🛶
🪢
Sign up
Choose your account tier
Add users to your account
Product Data Template