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Inspirations for a Great SaaS User Onboarding Experience: Basecamp 3

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Basecamp's user onboarding experience is an example of slick way to onboard your new users. Basecamp 3 offers a nice user onboarding experience that focuses on inviting your team to the SaaS application.

Activation is key in SaaS. This example of onboarding process illustrates how to smoothly encourage users to invite their team and become active users.

This SlideShare aims at inspiring other product managers who are working on improving the user onboarding experience of their SaaS product.

Published in: Internet
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Inspirations for a Great SaaS User Onboarding Experience: Basecamp 3

  1. 1. User Onboarding Experience for SaaS Inspirations from Basecamp 3 by Guerric de Ternay
  2. 2. Building expectation (like in a movie)
  3. 3. Give the choice to try a sample version before setting up the real workspace
  4. 4. Here is a sample version
  5. 5. A smart way to promote one of Basecamp’s side projects
  6. 6. Introduce the 6 main features of Basecamp 3
  7. 7. Once I have played with the sample version, I start with the real onboarding process.
  8. 8. 4 steps: I know how long this will take
  9. 9. Name your workspace
  10. 10. The onboarding process shares some use cases
  11. 11. Oh. Here is the name I gave to my workspace
  12. 12. First thing: I’m asked to invite my team
  13. 13. The onboarding experience focuses on helping the user to set up his account in order to make the most out of using Basecamp.
  14. 14. Ask for Name and Email
  15. 15. Step 2
  16. 16. A Yes-No question that defines how the workspace will be set up
  17. 17. Once again, the onboarding experience focuses on helping the user to set up his account (and choose a pricing plan). 
 Working with Clients is a central feature in Basecamp 3.
  18. 18. If I am not sure about the answer, I can get a quick look at the help guide
  19. 19. In step 2, Basecamp’s onboarding process still focuses on inviting people. That’s a key success factor for a SaaS product that helps teams.
  20. 20. If I am not sure about the answer, I can get a quick look at the help guide Step 3
  21. 21. If I am not sure about the answer, I can get a quick look at the help guide Wow. In step 3, Basecamp’s onboarding experience is still focusing on the users. It really shows that users are key to Basecamp’s success.
  22. 22. If I am not sure about the answer, I can get a quick look at the help guide I did not add anybody to my workspace so it skipped the 4th step.
  23. 23. Et voilà. I’m back on Basecamp’s workspace.
 It looks the same than the one I played with, except that I’m starting from a blank page.
  24. 24. Thanks for the welcoming messages
  25. 25. A recommendation what feature I should do first. It is still focusing on interacting with other users. That’s a nice way to encourage the activation of a new user.
  26. 26. A quick description of what Basecamp is. That’s useful if I’ve been invited by one of my colleagues.
  27. 27. There is a guide, just in case I don’t find the user interface interactive enough.
  28. 28. And I’m encouraged to reach out the support team, when needed.
  29. 29. Basecamp 3 is good source of inspiration for your user onboarding process. The company has been involved in building SaaS products for years. @GuerricdeTernay
  30. 30. Basecamp 3 is the 3rd iteration of their most successful SaaS product. You can imagine that the user onboarding experience has been the result of hours of work and more than 15 years of experience in SaaS. There is definitely something to learn from Basecamp’s user onboarding experience. @GuerricdeTernay
  31. 31. Follow me on Twitter: @GuerricdeTernay And on SlideShare. Interested in SaaS? Read this short guide: Designing a Pricing Strategy for SaaS: Why You Can’t Overlook Value Metrics

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