Users aren't as interested in the product as they are in striving for the best result for their goals. Effective onboarding, easily and efficiently, guides users to their desired outcomes as quickly and as effectively as possible - so let us find out, how you can best onboard your users!
How it works
The onboarding phase creates constant associations with your brand and product and sets the mood for the entire upcoming customer journey. Onboarding trial users is a lot more than simply creating a user-friendly environment that is easy to master. Successful onboarding involves different stages that help with specific goals:
Product learning curve
Product engagement and habituation
Product success enablement
Product value realization
In this article, you will learn what main tasks arise from these stages and how to master them.
What you need to do
Stage 1: Product learning curve
Make your users understand and use your product in the most efficient way to ensure that they realize its full potential.
How to do this?
Enable your users to sign up and move on to the actual interface quickly
Take full control over the initial steps your users take to make sure they achieve some quick-wins
Make your users familiar with key elements and features within your application and ensure that their attention is focused on the feature they're currently learning
Clarify the workflow's structure and how to integrate other solutions
Prevent users from leaving your platform by showing them the most efficient way to get from A to B
Let your users follow a specific checklist of tasks and guarantee that they know where they are in the onboarding process
Stage 2: Product engagement and habituation
Create habit-forming patterns, so that your users keep using the product
Build the basis for engagement and activation
Make your users accomplish actual tasks immediately so that they directly see results
Motivate your users and reward them for their progress and completion of onboarding guides
Block advanced features to ensure that your users interact successfully with basic functions first.
Create a smooth experience to prevent churn caused by delays and frustration
Set a positive mood for future relationships and make them feel excited to continue working with your application
Stage 3: Product success enablement
Make product success easy to achieve and repeatable by knowing your customer's objectives and enabling them to reach them effortlessly
Make your users understand the extent a software can help them reach their goals
Eliminate confusion and insecurity
Segment your users, address them personally, and adapt the onboarding as well as the user experience according to their needs
Follow and monitor your users' behavior and use the collected data to provide adequate information as well as support when insecurities arise
Interact in real-time with users that get stuck and guide them to the next step
Continuously train users and surprise them with new functionalities based on their feedback
Stage 4: Product value realization
Make clear what the actual value of your solution is by showing them the results they can achieve with your product
Point out what the product is designed for, what its benefits are, and what makes your solution unique
Show the personality of your brand, be authentic and real
Ensure that your users find a way to reach their goals as soon as possible
Prove that you can actually meet your customer’s expectations and over-deliver
Show the user the value proposition of your solution
Sell your solution as if you were pitching it directly to the user
This, and actually much more, needs to happen fast. Very fast! People’s attention span is limited and you need to continuously offer variety as well as novelty elements and draw the attention of trial users to their roadmap towards their goal. You need to start with small steps presenting major and basic features but quickly allow users to reach full proficiency within your product. You need to eliminate any frustration points and allow users to feel good about their choice.