Step types reference
The type determines what kind of content a step displays to your contacts. You can change a step's type at any time using the Type dropdown in the properties panel.
Choosing the right type
| If you want to... | Use this type |
|---|---|
| Explain something with text | Simple Content |
| Show a screenshot or diagram | Image |
| Walk through a process visually | Video |
| Let contacts schedule a meeting | Embed (Calendly) |
| Collect a survey response | Embed (Typeform/Tally) |
| Embed a product tutorial | Embed (Loom/YouTube) |
| Collect documents from contacts | File Upload |
Simple Content
The default step type. Use it for text-based instructions, explanations, or any content that doesn't need a special embed.
- Write formatted text with bold, italic, and links
- Add an optional call-to-action button
- Best for: instructions, welcome messages, checklists, explanations
Image
Displays an image from your media library alongside the step's text content.
- Click Choose from Media Library to select an image
- Supports PNG, JPG, SVG, GIF, and WebP formats
- Add alt text for accessibility in the image properties
- Best for: screenshots, diagrams, reference images
Video
Embeds a video that your contacts can watch inline.
- Choose a video from your media library (MP4 or WebM)
- Optionally set a poster image that displays before playback
- Videos open in a lightbox for a focused viewing experience
- Best for: walkthroughs, tutorials, product demos
Embed
Embeds external content from supported services directly into the step. Use this for interactive content: scheduling tools, forms, or video platforms.
Supported services:
| Service | What it embeds |
|---|---|
| YouTube | Video player |
| Vimeo | Video player |
| Loom | Screen recording player |
| Calendly | Scheduling widget |
| Typeform | Form or survey |
| Jotform | Form |
| Tally | Form |
| Custom | Any URL you provide (displayed as embedded content on the page) |
To add an embed:
- Set the step type to Embed (or the specific service name)
- Paste the URL in the embed URL field
- OnboardingHub automatically detects the service and configures the embed
- Adjust the embed height if needed (the default is 500 pixels, and you can set it anywhere from 100 to 2,000)
Embeds are sandboxed for security, so they can't access your OnboardingHub workspace data.
- Best for: scheduling widgets, surveys, hosted video tutorials
File Upload
Creates a step where your contacts can upload files back to you. Useful for collecting documents, signed agreements, or other deliverables.
- Contacts can upload up to 5 files per step
- Maximum file size: 50MB per file
- All common file types are accepted
- Uploaded files are accessible from the enrollment detail page
- You can download individual files or all files at once
- Best for: collecting signed contracts, completed forms, configuration files, or proof of completion
Next steps
Learn how to publish your guide when it's ready.