The importance of user onboarding
During onboarding, you provide instructional content that helps users figure out how your product works and familiarizes them with its features and user experience. Customers are more likely to use your product if they understand how it works for their specific needs.
Good for customer retention
An onboarding process that helps new users find value in your product gives them more reasons to remain your customer. That’s why Week 1 Engagement is one of the customer engagement metrics you should be tracking.
Lowers acquisition costs
It’s also easier to convert users who already see the value in your product or service. In this way, user onboarding helps reduce acquisition costs, especially when you’re getting customers to convert from free to paid plans.
How do you create a user onboarding process?
A good user onboarding process includes six elements:
Learn how customers intend to use your app and identify common tasks associated with this use case.
Then identify factors that lead to user churn, like information overload, a lack of project templates, slow load time, or requiring a credit card for a free trial.
Map out the tasks users need to perform to reach the pivotal moment. These can include adding teammates to their user group, completing an onboarding tutorial series, or downloading a mobile app.
Design workflows that guide users through different tasks. This includes creating relevant content and identifying the appropriate channels for sharing it. Remember to design nudges, too – subtle cues in the app that encourage desired behaviors. Think using an eye-catching background color for a button that you want users to click.
Don’t forget the users who prefer a non-guided experience. Include an option to explore your product without the product tour.