When you first sign up for Loveboard

you'll be guided through a step-by-step onboarding flow designed to get you collecting testimonials as quickly as possible. This guide walks you through each step and what to expect.

Step 1: Set Up Your Workspace

The first step is configuring your workspace — the container for all your Loveboard data.

What you'll do:

• Enter your workspace name (e.g., your company or project name)
• Set a URL slug (used in public links)
• Optionally add a description

Tips:

• Choose a workspace name that your team will recognize
• Keep the slug short — it appears in every public URL
• You can change the name and slug later in Settings, but changing the slug will break existing shared links

Step 2: Create Your First Collection Form

Next, you'll create your first form for collecting testimonials.

What you'll do:

• Choose a form type: Text Only, Video Only, or Both
• Customize the form header (logo, headline, subtext)
• Configure which fields to include
• Set up the thank-you page

Tips:

• If you're not sure which type to choose, go with Both — it gives customers the flexibility to submit either format
• Keep the form short — fewer required fields means higher completion rates
• Add your company logo to make the form feel professional and branded

Step 3: Collect Your First Testimonial

The final step encourages you to collect or add your first testimonial.

Options:

• Share your form link — Copy the public URL and send it to a customer
• Add manually — Enter a testimonial yourself to see how it looks in the system

Tips:

• Start by adding 2-3 testimonials manually to populate your embeds while you wait for real submissions
• Send the form link to your happiest customers first — they're most likely to respond quickly
• Consider offering a small incentive (discount code, early access) to encourage responses

After Onboarding

Once you complete the onboarding steps, you'll be taken to your main dashboard. From there, you have full access to:

• Forms — Create and manage collection forms
• Testimonials — Review, approve, and manage incoming testimonials
• Embeds — Create Wall of Love, Carousel, Single, and Badge widgets
• Analytics — Track form views, submissions, and testimonial trends
• Settings — Manage your workspace, team, and billing

What to Do Next

After completing onboarding, here's a suggested roadmap:

1. Customize your form — Add your branding, adjust fields, and set up a custom thank-you page
2. Create a Wall of Love — Go to Embeds and create your first embed to display testimonials
3. Embed on your website — Copy the embed code and paste it on your site
4. Share your form — Start collecting real testimonials from customers
5. Invite your team — Add team members to help manage testimonials
6. Explore analytics — Monitor your form performance and collection trends