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Onboarding + Training

STACK Helps You and Your Team Succeed

Our structured onboarding process, customized training, and ongoing full-service customer support make learning a new software fast, easy, and anything but intimidating. 

Step-by-Step Onboarding

We’ll help guide you through each onboarding step so you can progress at your own pace:

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INTRO

Meet Your Account Manager

Your dedicated point of contact to ensure a smooth onboarding experience.

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SETUP

Onboarding Call

Your Onboarding Specialist will review your account setup, confirm system configurations, and schedule training.

STACK Library
RESEARCH

Explore Learning Resources

Gain access to on-demand video training, help center articles, and small group training sessions.

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LEARN

Product Training

Through 1:1 and group training sessions, you'll gain a comprehensive understanding of STACK and its capabilities.

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GROW

Ongoing Education

Stay up-to-date up with new updates and advanced training opportunities anytime you need it.

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INTRO

Meet Your Account Manager

Your dedicated point of contact to ensure a smooth onboarding experience.

/
SETUP

Onboarding Call

Your Onboarding Specialist will review your account setup, confirm system configurations, and schedule training.

STACK Library
RESEARCH

Explore Learning Resources

Gain access to on-demand video training, help center articles, and small group training sessions.

/
LEARN

Product Training

Through 1:1 and group training sessions, you'll gain a comprehensive understanding of STACK and its capabilities.

/
GROW

Ongoing Education

Stay up-to-date up with new updates and advanced training opportunities anytime you need it.

Customer Success

Your Own Dedicated STACK Support Team

First, your Onboarding Specialist coordinates account setup and schedules training. Next, the Training Team provides hands-on guidance to help you navigate STACK efficiently. And throughout the process, your Account Manager remains your go-to contact for support and guidance.

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5/5

See what STACK customers are saying:

Flexible Training Options

STACK provides diverse learning opportunities — in English, Spanish and French — to ensure you get the most out of our platform:

On-Demand Videos

Access a comprehensive library of training materials, allowing you to learn at your own speed and revisit topics as needed.

TIFF PDF

1:1 Training Sessions

Receive personalized guidance tailored to your specific needs, ensuring you maximize STACK’s capabilities for your projects.

TIFF PDF

Small Group Trainings

Participate in live, expert-led session's that provide complete, step-by-step instruction and live Q&A with trainers and peers.

Extensive Help Library​

Find quick answers and detailed troubleshooting guides covering a wide range of STACK features and functionalities.

Expert Support

Need specialized assistance?

Our fee-based Professional Services experts provide personal support with building assemblies, optimizing  your workflows, and training your team.

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Want to Learn More?

See how our onboarding and training will help you become a STACK Expert in no time!
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