Align via Onboarding Manager

Getting started with Zeta is an exciting milestone — but onboarding to a new platform can sometimes feel complex. At Zeta, we’ve designed Align to make that process effortless. Align helps you collaborate seamlessly with our teams while keeping your business operations running smoothly.

Align is a powerful solution that streamlines your entire journey — from onboarding to long-term success on the Zeta Marketing Platform (ZMP).

What is Align?

Align is Zeta’s proprietary system for orchestrating and managing your onboarding through the Onboarding Manager in the ZMP.

It brings together what was once a fragmented, manual process into a unified, AI-supported workflow that connects you with Zeta’s teams in one collaborative space. Align ensures every requirement, decision, and milestone is clearly documented and visible throughout your onboarding journey.

The Onboarding Manager gives you a modern, transparent experience — helping you track progress, provide inputs, and stay informed every step of the way. Using Align accelerates your setup and ensures a smoother, faster transition onto the Zeta platform.

Key Purpose

Align helps you:

Accelerate onboarding by standardizing workflows and automating setup actions.
Maintain continuity across phases and teams by storing decisions, documentation, and progress in one place.
Improve collaboration and transparency through shared visibility and tracked communications.
Leverage Zeta’s Athena AI for intelligent summaries and actionable workflow insights.

Why Align Matters

Keeps your onboarding transparent, structured, and auditable.
Ensures that your expectations and Zeta’s delivery timelines are always synchronized.
Reduces onboarding time by up to 30%, based on aggregated onboarding performance data.

Align Components

Align is built around three core components that each play a vital role in delivering exceptional results:

Align: Goals

Align Goals collects and documents your business requirements during the pre-sales phase, setting the stage for a smooth project kickoff. If you’re working with tight migration deadlines, our Strategic Blueprint offers valuable market, competitor, and customer intelligence to help you reach better outcomes and faster success.

Align: Solution

This collaborative tool helps ensure that every detail of your functional requirements is captured accurately. Align Solution also provides modern, transparent documentation that leaves no room for miscommunication, so you never have to wonder, “But you didn’t tell me that!”

Align: Outcomes

This prescriptive framework helps you go beyond implementation to achieve tangible ROI. Align Outcomes fosters technology adoption, optimizes your technology stack, and supports program growth—helping you maximize the value of your investment.

How to Use Align via Onboarding Manager

How to Set Up

To enable Align via Onboarding Manager for your ZMP instance, please reach out to Zeta Support.
For Product Feedback, please file an enhancement ticket through the service desk.
Refer to Zeta Hub Support Ticket Submission to learn more about the process of submitting or filing support tickets within the Zeta Marketing Platform Support Portal.

To access Align within the ZMP, you must have the appropriate site-level flag and user-level permissions configured. Reach out to Support if you don’t see Onboarding in your left-hand menu.

Navigate to Onboarding from the left-hand navigation.

Views

Kanban View:
Displays job cards organized into four columns:
To Do → In Progress → In Review → Completed

List View:
A condensed table layout that allows sorting, filtering, and bulk management of job cards.

Sorting and Filtering

Use the search bar to find cards by keyword or title.
Apply filters to narrow down cards by status, owner, or project.
Sort by creation date, due date, or priority to customize your workspace.

Managing Job Cards

Each job card represents a specific onboarding requirement or task group. Cards can be moved across stages as tasks progress.

Getting Started

1. Select a card from the To Do column.

2. Click Get Started to activate it; this moves it to In Progress.

3. Use the right-hand rail to view:

Task history
Assigned members
System metadata (from ZMP or Jotform integrations)

Members and Permissions

By default, only the assignee and card owner can edit or view details.
To invite others:
- Open the action menu (…) for More Options.
- Select Add Members and enter their ZMP credentials.
Tasks can be reassigned by hovering over the assignee's name.

Archiving

Old or completed workflows can be archived via the Settings menu.

Using Forms, Summaries, and Bulk Actions

Collecting Requirements

Each job card has an associated Collect Requirements task, which links to a dynamic form:

Opens in a new browser tab.
Allows multiple saves before final submission.
Once submitted, the form is locked and generates a PDF summary within ~30 minutes.
The submission triggers a ZMP event named:
jobcard_form_submission
This event can initiate automations like:
- Jira ticket creation
- Account configuration updates
- Other backend integrations

AI Project Summary

At any time, click Summarize on the top-right of the dashboard. Zeta’s Athena AI will:

Analyze all active job cards.
Generate a concise, project-level summary showing:
- Pending approvals
- Delayed steps
- Recently completed milestones
Optionally download as a shareable PDF.

Bulk Actions

Available only to Admin users in List View.

Once the job cards have been created, you can streamline workflows by making updates in bulk using the Bulk Actions feature, available directly from the List View. This powerful tool helps reduce manual effort and maintain consistency across multiple cards. The following five bulk actions are supported:

Assign Watchers: Watchers can monitor job card progress and collaborate on requirement forms.
Assign Owner: Designate a primary owner for review and approvals.
Assign Zeta Lead: Assign a Zeta Lead responsible for managing key deliverables.
Change Scope: Mark a card as In Scope or Out of Scope to focus only on relevant tasks.
Archive: Archive cards that are no longer active.

Compile Requirements

The Compile Requirements feature allows Admin users to consolidate all approved and submitted forms into a single, shareable document.

How to Compile

1. Within Onboarding Manager, click Actions → Compile Requirements on the top navigation bar.

2. Select the job cards you wish to include.

Only cards with completed form submissions will be selectable.

3. Click Create to generate the compiled document.

4. Once ready, download the latest version by selecting Download Latest Requirements.

The compiled document includes each submission’s data, structured in order of project workflow.
A timestamp and site ID are automatically included in the header for traceability.
The document can be downloaded as a PDF and shared internally or with your team.

Duplicating Cards

1. Open the action menu (…) on a card.

2. Select Duplicate Card.

3. The system creates a new card in To Do status, inheriting metadata and structure.

4. Reassign Zeta Lead, Owner, and Watchers as needed.

5. Rename the card using the pencil icon next to its title.

Note: If you don’t have view permissions for a card, ask an authorized user to add you as a watcher first.

Managing Projects

If you’re managing multiple onboarding initiatives under the same site ID:

1. Use the top-banner Project Dropdown.

2. Select View All Projects.

3. Create a new project or switch to an existing one.