Take photos
Guide participants to take some photos.
Onthen allows you to create onboarding 'plans' that you can send to customers, partners, prospects, or anyone else (we call them 'participants'). Each plan has a set of tasks that a participant needs to complete.
The Take photos task action guides the participant to take (or browse & select) one or more photos.
This task action is provided by Onthen and doesn't require any outside service. You can configure the minimum/maximum number photos you expect.
When the participant begins the task, they'll be able to either open their camera to take new photos, or select existing photos from their device. Once they're ready, completing the task uploads the photos and allows them to move on to the next task.
We resize photos to a maximum height of 1000 pixels. If the plan is connected to a CRM, we'll upload the photos to the linked CRM object.
Note: As it's much easier for a participant to complete this task on mobile, if they're on desktop we'll guide them to move to the flow to mobile before they continue. There's a choice of QR code scan or receiving a text message with a link. Once the task is complete, we'll direct them back to desktop to continue.
In Onthen, open the template you want to add a take photos step into.
In the section you want to add the task, click Add task. Select Onthen / Take photos as the task type. Add a description, due date, etc. if you need. Click Add task to create the new task.
Tip: It's best to add a good description to this task type as otherwise the participant won't know what photos you expect.
When the task is saved, click on its name to configure it. You'll see a page like this:
The default is to upload between 1 and 10 photos, but you can change this here. Click Save task when you're happy.
Note: If you want participants to be able to upload no photos, i.e. skip the task, set the task as optional in task settings. This way they'll see a skip task option.
You can test the action by creating a new plan.
The quickest way to test this task action is to go to the list of plans after you've created the new plan, and click its name to open it as the user.
Once you're in the plan and click into the new task you'll see this start page (if on mobile already):
If you're using a laptop/desktop, you'll see this screen instead that will guide the participant to move to mobile to complete this task, since it makes access to the camera easier:
After the participant has selected some photos, they'll be able to preview them and then finally click Upload & complete to finish the task:
Once complete, anyone with access to the plan (participants or users) will be able to open or download the provided photos from the task page:
The photos will also show on the plan summary page for users.
If you have a CRM integration connected and this plan is linked to a CRM object, then the photos will be uploaded to the CRM record too. This is subject to the CRM integration supporting this feature, please check our documentation for the CRM. This feature is available on HubSpot.
