The document discusses essential strategies for creating effective user onboarding methods that enhance customer retention and satisfaction. It emphasizes capturing users' hearts and minds, creating a smooth signup process, and aligning in-app touchpoints for success. Additionally, it provides practical tips for reducing friction and ensuring that users understand the product's value quickly.
Start with anextremely clear
value proposition
Mailchimp is
doing it right
Value - Context - People - Aha!
18.
Place it directlywithin the context of a
familiar activity
Value - Context - People - Aha!
app’s place inside the
context of real-world
workflows.
19.
Value - Context- People - Aha!
Focus on making better people
This isn’t what you sell
This is
Potential customer Your product Awesome person
doing rad shit
20.
Value - Context- People - Aha!
A B
Which one do you think is most irresistible?
21.
Value - Context- People - Aha!
B
Which one do you think is most irresistible?
Because it
focuses on
making better
people, not on a
list of features
22.
make people
better atiterating
on designs
Value - Context - People - Aha!
Know what you are making people better at
make people better
at remembering
things
make people
better at
communicating
23.
Value - Context- People - Aha!
Find your “aha! moment”
“oh! I can throw
fireballs by eating
flowers?”
25.
Unlock your aha!moment as fast as possible
“Wait, I can rent
movies without going
to the video store?”
“Hold on, I just drag my
files into this one folder
and they’re automatically
on all my devices?”
“Whoa, I can have super
strong passwords
without having to
remember any of
them?”
Value - Context - People - Aha!
26.
“If your “ahamoment” comes
deep inside your product,
you’ve already lost.”
- Samuel Hulick -
User onboarding expert
27.
● 1-3 minutevideo
● Explain your product value
● Narrative-driven by nature
Alternatively, do an “explainer video”
PROs: You control the story, it goes
through user's ears :)
CONs: Less easy to adapt, expensive
28.
Sandwich Video iskilling this game
Robinhood video
generated 1
million signups
before launch!
click to watch video
If you can’tsell people on using
your product in person, replacing
yourself with a video isn’t going to
suddenly make things click.
31.
Ultimately don’t blindlyfollow the lead of the
Twitters, Facebooks, and LinkedIns.
They have the enviable position of
presuming everyone knows what they offer.
32.
We’re ready tostop
talking about the user
and start talking about ourselves
33.
Now we justneed to
get sign-off from the
mind.
We’ve already
captured their heart
Think beyond features
Specificways your
product exceeds all the
other options
How your product is just
as good as all the other
List your product qualities
Quality #1
Quality #2
Quality #3
Security
Speed
It’s for thissame reason that restaurants seat
people at street-facing windows first:
restaurants that appear crowded are probably
crowded for good reason.
43.
Make your userbase more successful
Kind of person Slack helps
people become
Very specific and relevant vitality
real-world indicators. Impressive!
slack.com
44.
All that’s leftto do is pave that path
so nobody loses their way in your
signup!
We’re well on our way
Do you absolutelyHAVE to:
● Get their phone number at signup?
● Have them confirm email before using the
app?
49.
If many informationneeded, consider
breaking down into consumable steps
N26 signup is composed of 15+ steps easy to take.
50.
Don’t let users
driftaway
Ever seen a field for a coupon code and opened a
new tab to do a search? That’s your flow being
allowed to drift, and it’s dangerous.
51.
Requiring email addressto be
confirmed is a big-time drifter
Allow provisional access until email is
confirmed to keep user in
52.
By now yourusers should have
taken the first step by signing up.
Let’s align in-app touch points to
set them for success at every turn.
Make sure thisfirst impression ends with a
cherry on top
First impression - One seat - Cut steps - Tour
56.
To do soprovide users a taste of success
Buffer first
experience aligns
with product
essence:
scheduling social
updates.
First impression - One seat - Cut steps - Tour
57.
Vimeo first experiencedoes not expect people to wait
while their first upload takes 40 minutes to process
First impression - One seat - Cut steps - Tour
Make first win achievable from one seat
58.
Let’s see howGoogle
Doc shrunk a chain of
dependencies down
from 5 to 2.
First impression - One seat - Cut steps - Tour
Cut as many steps as possible
1. Click create new doc
2. Name the doc
3. Save the doc
4. Copy the embed code
5. Paste it
59.
Does your GoogleDoc
absolutely HAVE to have
a name?
Google just default edit
to “Untitled document”.
1. Click create new doc
2. Name the doc
3. Save the doc
4. Copy the embed code
5. Paste it
First impression - One seat - Cut steps - Tour
60.
Do you absolutelyneed
to save it?
There’s nothing
happening here that an
autosave couldn’t
1. Click create new doc
2. Name the doc
3. Save the doc
4. Copy the embed code
5. Paste it
First impression - One seat - Cut steps - Tour
61.
Do you absolutelyneed to
copy the link manually?
In Google Doc the link is
automatically selected
and copied
1. Click create new doc
2. Name the doc
3. Save the doc
4. Copy the embed code
5. Paste it
First impression - One seat - Cut steps - Tour
62.
1. Click createnew doc
2. Name the doc
3. Save the doc
4. Copy the embed code
5. Paste it
1. Click create new doc
2. Name the doc
3. Save the doc
4. Copy the embed code
5. Paste it2.
Google shrunk the chain and sacrificed
very little power to create a doc
First impression - One seat - Cut steps - Tour
There’s a slimchance a tour will
clear up some confusion
There’s a greater chance it will just
provide an annoying delay
First impression - One seat - Cut steps - Tour
65.
When to builda tour?
First impression - One seat - Cut steps - Tour
66.
Whenever YOU needinformation that’s
critical and isn’t likely to be changed often
Netflix focus mode”
draws focus away
from the single task
at hand
First impression - One seat - Cut steps - Tour
67.
How to builda tour?
First impression - One seat - Cut steps - Tour
68.
Actively guide thenew user through
performing the activity
Rather than describing,
Optimizely gets the
user to actively engage
with it
First impression - One seat - Cut steps - Tour
69.
Or setup quests
Firstimpression - One seat - Cut steps - Tour
Setup quests are the opposite of product tour
as they encourage exploration
70.
Use smart interface
Youcan see in the
background the cool
place you get to land
as soon as you finish
First impression - One seat - Cut steps - Tour
71.
Or make itpublicly accessible
Show what other
customer are seing
once they use the
product
First impression - One seat - Cut steps - Tour
First impression -One sit - Cut steps - Tour
Align it with your activation
Activation
74.
Twitter saw amassive spike
in signup retention once
started encouraging people
to follow instead of search or
tweet.
Everybody knew people they
were interested in ;)
Twitter activation = ~ 30 followers
75.
First impression -One sit - Cut steps - Tour
Align it with your activation
Follow ~ 30 people
76.
Use these toolsto measure each steps of
your onboarding satisfaction
Temper.io Gotcha.io Medallia.com
Now measure