Onboarding is the process of increasing the chances that new customers become successful in embracing your product the first time they try it out for themselves.
Your product design should be so great that it requires no onboarding process. Few prodcuts are that good. Onboarding is there to ensure a customer successfully engages with your product or service.
- Guide the customer through the first time experience but let them do it. Customers learn by doing as you show them not by you telling them.
- Visual cues, highlights, subtle animations, and popover bubbles can be helpful in focusing their attention through the onboarding flow.
- Simple explainer videos can help. Although if you need lots of videos and manuals to explain how to use your product, your product's usability might not be very good.
- Focus on the core, relevant experience. Don't cram all the features into onboarding.
- Keep it short and get right to the "Wow" action so that the user can engage.
- Onboarding should be dead simple to understand, delightful, and work perfectly.
- Remove distractions and lock down features that may veer them off the onboarding process.
- Be adaptive. Confine users to an onboarding path of success, but let them skip the onboarding process if they wish to.
- Customers should have the ability to abandon the onboarding process at any time and be able to come back and change their responses.
- Always be tweaking and improving your onboarding process.
- Identify the must-have experience that keeps people coming back and incorporate that into your onboarding.
- Interview people who finish the onboarding tour and become highly engaged users. Interview people who abandon the onboarding process.
Action: Study the onboarding process of successful games like Candy Crush. There's a lot you can learn from the first time experience tutorials of popular games that you can incorporate into your user onboarding procedures. Tell us about great onboarding processes you've experienced in the comments.
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