This document appears to be a presentation about designing effective onboarding experiences for first-time users. It discusses 7 design principles for onboarding: 1) Present a clear value proposition, 2) Minimize login/account creation, 3) Provide a simple setup process, 4) Avoid a blank slate, 5) Allow users to immediately do something with results, 6) Import existing user data, and 7) Orient users with built-in demonstrations. Examples of mobile apps, web apps, and devices that exemplify these principles are presented, along with screenshots.

1. Lisa Battle
President and Principal Consultant
lisa@designforcontext.com
@design4context
First Impressions Matter:
Onboarding for
First Time Users
UXPA 2016 Conference • 1 June 2016

2. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
First
Impressions

3. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66

4. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
https://blog.intercom.io/designing-first-run-experiences-to-delight-users/

5. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
http://www.digitaltrends.com/mobile/16-percent-of-mobile-userstry-out-a-buggy-app-more-than-twice/

6. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Why should I use this?
Value proposition
How do I get started?
Initial setup
I’m stuck!
Remove barriers
What can I do here?Streamline initial tasks
Show me what to do!
Instructions, demos

7. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
First-time
novice user
Engaged, active,
repeat user

8. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
ATM
$

9. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Examples
SaaS Web Application
Zurb Verify
Tablet App
Evernote
Mobile App
Delectable
Digital Pen
Adobe Ink and
Slide

10. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Design
Principles

11. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Present a
clear value
proposition.
1

12. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

13. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

14. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

15. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

16. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

17. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

18. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

19. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

20. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 20
ENTERPRISE APPLICATIONS

21. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Present a
clear value
proposition.
1

22. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Minimize login
and account
creation.
2

23. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

24. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

25. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

26. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

27. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

28. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

29. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

30. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 30
OTHER SAAS APPLICATIONS AND ONLINE SERVICES

31. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 31
ENTERPRISE APPLICATIONS
Single sign on.

32. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Minimize
login and
account
creation.
2

33. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Provide a
simple, smart
process for
setup.
3

34. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

35. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

36. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

37. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

38. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

39. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

40. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

41. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

42. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

43. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 43
OTHER SAAS APPLICATIONS

44. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 44
OTHER SAAS APPLICATIONS

45. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 45
ENTERPRISE APPLICATIONS
Migrate the user’s data.

46. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Provide a simple,
smart process for
setup.
3

47. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Avoid the
blank slate.4

48. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

49. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

50. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

51. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

52. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

53. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

54. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 54
OTHER SAAS OR ONLINE SERVICES

55. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 55
OTHER SAAS OR ENTERPRISE APPLICATIONS

56. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Avoid the
blank slate.4

57. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Allow the user to
immediately do
something that gets
results.
5

58. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

59. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

60. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

61. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

62. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

63. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

64. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

65. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

66. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

67. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

68. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

69. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

70. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

71. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

72. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

73. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 73
ENTERPRISE APPLICATIONS
1 2 3

74. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 74
ENTERPRISE APPLICATIONS

75. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Allow the user to
immediately do
something that gets
results.
5

76. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Import the user’s
existing data from
other sources.
6

77. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY
?

78. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

79. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

80. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

81. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

82. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

83. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 83
OTHER SAAS APPLICATIONS
APP A APP B
Launch App B

84. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 84
ENTERPRISE APPLICATIONS

85. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Import the user’s
existing data from
other sources.
6

86. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Orient the
user via minimalist,
built-in
demonstrations.
7

87. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

88. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

89. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

90. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

91. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

92. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

93. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 93
OTHER SAAS AND ENTERPRISE APPS

94. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Orient the
user via minimalist,
built-in
demonstrations.
7

95. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Instruct at the
point of use.
8

96. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

97. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

98. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

99. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

100. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

101. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

102. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

103. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

104. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

105. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 105
OTHER SAAS AND ENTERPRISE APPS

106. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 106
OTHER SAAS AND ENTERPRISE APPS

107. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 107
OTHER SAAS AND ENTERPRISE APPS

108. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Instruct at the
point of use.
8

109. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Ask to use the
photos, contacts,
& notifications
when the user
sees a clear
benefit.
9

110. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

111. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

112. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

113. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

114. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

115. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

116. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

117. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

118. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Ask to use the
photos, contacts, &
notifications when
the user sees a
clear benefit.
9

119. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Provide
preferences and
controls users can
set as they gain
experience.
10

120. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

121. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

122. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

123. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
WEB APPLICATION: ZURB VERIFY

124. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: EVERNOTE

125. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

126. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
MOBILE APP: DELECTABLE

127. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

128. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

129. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
DEVICE: ADOBE INK AND SLIDE

130. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
OTHER SAAS AND ENTERPRISE APPLICATIONS

131. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
OTHER SAAS AND ENTERPRISE APPLICATIONS

132. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Provide
preferences and
controls users can
set as they gain
experience.
10

133. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Present a clear value proposition.
Minimize login and account creation.
Provide a simple, smart process for setup.
Avoid the blank slate.
Allow user to immediately do something that gets results.
Import the user’s existing data from other sources.
Orient the user via minimalist, built-in demonstrations.
Instruct at the point of use.
Ask to use the photos, location, contacts, & notifications when the
user sees a clear benefit.
Provide preferences and controls that users can set as they gain
experience.
10
1
2
3
4
5
6
7
8
9

134. Lisa Battle
President and Principal Consultant
lisa@designforcontext.com
@design4context
First Impressions Matter:
Onboarding for
First Time Users
UXPA 2016 Conference • 1 June 2016
Thanks!
Presentation is on Slideshare – Go to www.designforcontext.com/publications
http://www.uxpa2016.org/sessionsurvey?sessionid=66