How to make a better first impression with improved user onboarding tips
June 27, 2019
June 27, 2019
Everyone knows that a product that is rich in features but too completed to use or takes too long to understand will go nowhere. The two factors – critical features and usability – will define the success of a product and the overall acceptance and reputation of the business.
Like everything with life, the first impression will matter the most as it relates to your usability. You can solve all the pain points for a user but if they do not know how to setup and take advantage of your solution the fact that your product is great is irrelevant. So with that said, product managers need to spend more time on their user onboarding flow and ensuring a user entering your product can understand how to reach a value point as quickly and friction free as possible.
With that said, lets take a deeper drive into the common onboarding flows for a product and how each one can be applied to ensure your next trial is more comfortable taking a deeper dive of your product.
Welcome Screens: One of the most common approaches to onboarding is a simple welcome screen that once a user registers for your product they are presented with a basic hello to transition a user from the registration form and then moving them into the platform itself. This is a change as a product to show your personality, your key value statement and a chance to motivate them to take their first actions once they close your welcome.
Product Tours: There are many tools available to product teams today that will help make giving new users a guided tour of your product, navigation and overviews of how to use the system by small pop ups and buttons to move to the next stop in the tour. These are a great way to give a user the lay of the land with some support tips built in and should be built with an opt out option in case someone just wants to drive in but the offer to hand hold is often appreciated.
Checklists: Setup for a new platform can require key steps to get value of the product and the steps are sequential. Often onboarding a new user can be effective by clearly showing what you want the user to do, in which order and then quick links to get them where they need to be to get setup and running. Let’s face it, we love to see we are making progress and have visibility into how hard or complicated setup is going to be. This makes on boarding more transparent so they can see what needs to get done and better yet where they are in the process.
Built In Tooltips and informational guides: Alternatively to an onboarding flow is having all actions, screens and fields well documented within the product itself so that when a user navigates to a screen they can quickly pick up what the screen is, how to use it and get going. This is a passive way to onboard and assumes the user understands the flows, but just needs help with the execution of the product.
Gamification: I think of LinkedIn with Gamification and my drive to become an All Star ranking of my profile by ensuring I finished the setup tasks remaining to accomplish the title. User onboarding can be setup to help drive the user further in setup by making it a game and promoting them with titles, ranks or icons to show their progress. Everyone likes to win a game so if your product supports setup this way it is always a fun way to do it.
At the end of the day each product is different in the purpose it serves, the steps needing to get setup and the market segment you are approaching. Product managers need to take these factors into account and ensure the onboarding flow for their product matches and helps drive interested users deep into the product with that first impression. If you register for a product and have no idea what to do, users will move on to the next option. Ensure you help your leads find the value you built in your product by focusing on that onboarding flow and showing how to solve their pain points within your product.