Crafting a great UX onboarding experience
Onboarding your new users is one of the critical factors if they’ll stick with you for the long run. Some apps get this right, and some fail at this.
It’s the time when your user is just getting started; they might still be on the free trial.
They are still getting their accounts set up.
But how can you make this stage more successful?
Here are my tips on User Onboarding:
1) Walkthrough Spotlight Tours
Demonstrate to users the critical functions of your Software. This should help them get familiar with the key features within your application.
They will explore those features in more detail as they use them. You can use many ready tools that will inject the spotlight tour of your app with one line of code! (Refer to the tools links at the end)
See a sample image:
2) Onboarding Checklist
You can also take them through a Checklist-style Wizard to guide them on uploading their data etc. They will be prompted to set up their account and essential preference in a focused style.
While users are in this phase, I recommend that you block out the rest of the app to help them focus and complete the critical milestones.
See below a sample of this:
3) Educational Email Series
In the first month that a user is with you, put them through an automated email series that will send them how-to tips.
In the emails, you can link to your help center articles so users can explore more. Educate them on how to use the basic features of your app.
Don’t try to talk about the advanced functionalities in these initial emails.
4) In-app Smart Tips
Throughout the application, give your users small tips like: “Did you know you can do this?”. Tips serve as bite-size education to users as they go along in their journey. It makes them feel a mentor is built-in!
5) In-app Video Tutorials:
This is a great way to add direct brand communication to your new users. Believe me, when users see the play button — they’ll hit play!
You can embed Loom screen demos to get them up to speed.
A great place to put these was in the empty states of your pages when users did not get a chance to start using a feature. This will educate and push them to start using that feature!
6) Create a Help Center:
A help center is a central place for users to learn how to use your products. You can start with just five articles and then expand it as you go along.
Your service team will also leverage these articles in the sales cycle and when users reach out with questions about your app.
Intercom, help scout are excellent tools for this!
Tools to check out:
Please take my advice and start to implement it with your team!
I’d like to hear what tools you use to help your user onboard smoothly.
Are you seeing it to help user adoption and retention?
If you would like hands-on help with your UX design, please reach out: