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Creating Jobs

Step-by-step guide to creating and configuring Jobs in Rise.

Creating Your First Job​

Access the Jobs Dashboard​

  1. Log into your Rise Admin Console
  2. Navigate to Jobs in the sidebar
  3. Click Create New Job

Job Creation Form​

1. Basic Information​

Job Name Clear, descriptive name for internal reference.

Example: "Complete Profile Setup"

Description (Optional) Additional context about this Job's purpose.

Example: "Help new users complete their profile within first 24 hours to improve activation."

2. Define the Goal​

Goal Statement What should users accomplish? Be specific.

Example: "User should fill in all required profile fields and verify email"

Success Event (Optional) Specific event or state that indicates success.

Example: "profile_completed" event fired
OR
All fields: name, email, company, role have values

3. Target Audience​

Who should see this?

Options:

  • All Users - Everyone gets this Job
  • New Users - Users within X days of signup
  • Specific Segment - Users matching criteria
  • Cohort - Imported from Mixpanel/Amplitude

Examples:

Target: New users within first 7 days

Target: Users with plan = "trial" AND features_used < 3

Target: Mixpanel cohort "At-Risk Users"

4. Priority & Context​

Priority Level

  • Critical - Core activation or retention metric
  • High - Important feature or workflow
  • Medium - Nice-to-have improvement
  • Low - Optional enhancement

Context/Timing When is this Job relevant?

Examples:
- After signup, during first session
- When user opens Analytics dashboard
- Before trial expiration
- Weekly active users on Monday

Advanced Configuration​

Intervention Style​

Guidance Level

  • Observe Only - Rise learns but doesn't intervene yet
  • Subtle Hints - Minimal, contextual nudges
  • Active Guidance - Clear step-by-step help
  • Automation - Rise can take actions on behalf of user

Tone & Messaging

  • Formal - Professional, business tone
  • Friendly - Conversational, approachable
  • Concise - Minimal text, quick tips
  • Educational - Detailed explanations

Success Metrics​

Define what you want to measure:

Primary Metric: Completion Rate
Secondary Metrics:
  - Time to completion
  - Steps to completion
  - User satisfaction (NPS impact)

Job Templates​

Rise provides templates for common use cases:

Onboarding Template​

Name: [Your Feature] Setup
Goal: Complete initial setup of [feature]
Success: User has configured basic settings
Audience: New users within 3 days
Priority: High
Guidance: Active

Feature Adoption Template​

Name: Adopt [Feature Name]
Goal: User successfully uses [feature] at least once
Success: [feature_used] event fires
Audience: Active users who haven't used feature
Priority: Medium
Guidance: Subtle Hints

Retention Template​

Name: Re-engage Inactive Users
Goal: Bring user back to [core workflow]
Success: User completes [key action]
Audience: Users inactive for 7+ days
Priority: Critical
Guidance: Active

Example: Creating an Export Job​

Let's create a Job to help users export their data:

Step 1: Basic Info

Name: First Data Export
Description: Help users export their data for the first time

Step 2: Define Goal

Goal: User successfully exports data in any format (CSV, Excel, PDF)
Success Event: "export_completed" event

Step 3: Target Audience

Audience: Users who have been active for 7+ days but haven't exported yet
Segment: days_since_signup > 7 AND export_count = 0

Step 4: Priority & Context

Priority: Medium
Context: Show when user is viewing data they might want to export

Step 5: Guidance Style

Level: Subtle Hints
Tone: Friendly
Message: "Did you know you can export this data? Click Export to download as CSV, Excel, or PDF."

Testing Your Job​

Before activating, test your Job:

1. Preview Mode​

See what users will experience without affecting production.

2. Sandbox Testing​

Test in a sandbox environment with test users.

3. A/B Testing​

Launch to a small percentage first:

  • 10% of target audience
  • Compare completion rates
  • Gradually increase if successful

Activating Your Job​

Once satisfied with configuration:

  1. Click Activate Job

  2. Choose rollout strategy:

    • Immediate - All target users
    • Gradual - 10% → 25% → 50% → 100%
    • Scheduled - Start at specific date/time

  3. Monitor in real-time:

    • Live dashboard shows active users
    • Completion rate updates
    • Friction detection alerts

Monitoring & Iteration​

First 24 Hours​

  • Verify Job is triggering correctly
  • Check event stream for data
  • Monitor for errors or issues

First Week​

  • Review completion rates
  • Analyze friction points
  • Gather user feedback

Ongoing​

  • Rise continuously optimizes
  • Review weekly performance reports
  • Adjust based on insights

Common Mistakes to Avoid​

❌ Too Many Jobs at Once​

Problem: Overwhelming users with interventions Solution: Start with 1-3 critical Jobs

❌ Vague Success Criteria​

Problem: "User understands the feature" Solution: "User clicks feature 2+ times in session"

❌ Wrong Audience​

Problem: Showing onboarding to power users Solution: Carefully define target segments

❌ Forcing Steps​

Problem: Rigid, mandatory walkthroughs Solution: Let Rise adapt to user behavior

❌ Not Giving Time to Learn​

Problem: Expecting results immediately Solution: Allow 72 hours for initial learning

Job Management​

Editing Active Jobs​

You can modify Jobs while they're running:

  • Update messaging
  • Change target audience
  • Adjust priority
  • Modify success criteria

Changes take effect within minutes.

Pausing Jobs​

Temporarily stop a Job without deleting:

  • Maintains historical data
  • Can reactivate anytime
  • Useful for seasonal features

Archiving Jobs​

Archive completed or obsolete Jobs:

  • Removes from active list
  • Preserves analytics data
  • Can reference for future Jobs

Next Steps​