User Onboarding

•

4 likes•1,081 views

Onboarding 101 applies to every product or service startup that wants to attract and retain users. Onboarding is no longer an after thought whereby eager entrepreneurs seeking to monetize skip or relegate this task to a single sign up form. While most people would assume sign-ups are sufficient to win customers, this is not the case. Introducing onboarding as part design, part product development and the rest marketing & support to actively court the customer from the day they visit your website to sign up.

Marketing

ONBOARDING 101
DESIGN FOR CONVERSION 4.0 – GROWTH HACKING

Overview

Ge$ng
started

•  What
is
onboarding?

•  What
it
looks
like,
and
why
it
ma8ers?

Planning
Your
User
Onboarding
Experience

•  Discovery
to
sign
up
journey
mapping

•  When,
what
&
how

to
communicate?
–
Onboarding
Emails

•  Piecing
it
together
–
objecGve
+
content
+
design

Mini
Exercises

•  Map
out
your
user/customer
onboarding
ﬂow
(5mins)

•  Design
&
test
your
email
(5mins)

What is ‘onboarding’?
“Onboarding
is
your
ﬁrst
date
with
your
user
—
you

don’t
want
to
talk
their
ear
oﬀ
and
you
want
to
be
as

charming
as
possible.
Simply
put:
tell
the
user
only

what
they
need
to
know,
in
as
few
words
as
you
can,

to
make
them
like
you.
And
be
as
wi8y
or
delighYul
as

you
can
while
doing
it.”
–
MK
Cook,
dtelepathy

“Everything at once” Approach (walkthrough)

Great user onboarding is,
necessary.
Map
out
your
user
onboarding
ﬂow

-‐ Think
about
what
ma8ers
most
to
your
users.
Results,
not
features.

-‐ 
Consider
all
touch
points,
and
the
overall
experience.

-‐ Communicate.

Let
your
users
know
what
to
expect.

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Communica]ons
Here’s
some
ways:

-‐ Email;
follow-‐up
aher
registraGon/sign
up,
outreach
to
inform
what
more
they

can
do
with
your
product/service
&
engage.

-‐ 
In-‐
app
noGﬁcaGons;
walkthrough
interesGng
features
to
help
users
perform

their
tasks
&
meet
their
objecGve

-‐ -‐
Tool
Gps
or
other
hover
over
UI
elements
e.g.
light
boxes

to
elaborate
on

funcGonaliGes.

Post sign–up email 3:
Reten]on/Conversion

Tips & tricks (ﬁnal notes)
1  If
it’s
tricky,
spell
it
out
–
don’t
skip
any
step!
if
longer

the
onboarding,
show
end
is
insight.

2  Be
opportunis7c
–
aher
ﬁrst
impression,
think
of

opportuniGes
to
deeply
engage
your
user.

3  Make
it
fun
–
delight
your
users!

Mini Exercises
You
work
for
a
ﬁle
sharing
service
startup.

You
have
just
launched
a
website
where
users
can
learn
more
about
features

and
sign
up.
Your
sign
up
requires
users
to
create
an
account
before
starGng
to

use
your
service.
Upon
sign
up,
users
can
access
your
ﬁle
sharing
dashboard.

You
are
a
bit
concerned
your
users
do
not
know
how
to
navigate
inside
the

dashboard,
and
as
such
you
have
also
set
up
support
center
and
knowledge

base
arGcles.
You
want
to
inform
your
users
how
to
get
started,
and

communicate
that
you
are
available
via
email
or
hotline
should
they
require

assistance.

To
do:

1.  Map
out
your
user
onboarding
ﬂow

2.  Design
your
email
copy

Resources (to help you keep hacking!)
User
Onboarding

h8p://www.useronboard.com/

GrowHack.com
h8p://www.growhack.com/

Resources (to help you keep hacking!)
UX
Archive
-‐
Onboarding
Mobile

uxarchive.com/tasks/onboarding

Other useful links
Zapier’s
Blog

h8ps://zapier.com/blog/user-‐onboarding-‐user-‐interface-‐inspiraGon/

Conversion
XL
on
Onboarding
Emails

h8p://conversionxl.com/onboarding-‐emails/#.

Appcues
Onboarding
Academy

h8p://appcues.com/academy/intro/

Get
Response
Web
Form
Builder

h8p://www.getresponse.com/features/form-‐builder.html

THANK YOU!
You’ve
just
heard
from…

liyana.slmn@gmail.com
liyslmn

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dmgokila

Myself Gokila digital marketing consultant located in Coimbatore other various types of digital marketing services such as SEM SEO SMO SMM CAMPAIGNS content writing web design for all your business needs with affordable cost Digital Marketing Services | Techvolt Software : Digital Marketing is a latest method of Marketing techniques widely used across the Globe. Digital Marketing is an online marketing technique and methods used for all products and services through Search Engine and Social media advertisements. Previously the marketing techniques were used without using the internet via direct and indirect marketing strategies such as advertising through Telemarketing,Newspapers,Televisions,Posters etc. List of Services offered in Digital Marketing |Techvolt Software : Techvolt Software offers best Digital Marketing services for promoting your products and services through online platform on the below methods of Digital marketing 1. Search Engine Optimization (SEO) 2. Search Engine Marketing (SEM) 3. Social Media Optimization (SMO) 4. Social Media Marketing (SMM) 5. Campaigns Importance | Need of Digital Marketing (Online Promotions) : 1. Quick Promotions through Online 2. Generation of More leads and Business Enquiries via Search Engine and Social Media Platform 3. Latest Technology development vs Business promotions 4. Creation of Social Branding 5. Promotion with less investment Benefits Digital Marketing Services at Techvolt software : 1. Services offered with Affordable cost 2. Free Content writing 3. Free Dynamic Website design* 4. Best combo offers on website Hosting,design along with digital marketing services 5. Assured Lead Generation through Search Engine and Social Media 6. Online Maintenance Support Free Website + Digital Marketing Services Techvolt Software offers Free website design for all customer and clients who is availing the digital marketing services for a minimum period of 6 months. With Regards Gokila digital marketer Coimbatore

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janani Digital Marketer|Digital Marketing consultant|Marketing Promotion|Coim...

janudm24

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User Onboarding

1. ONBOARDING 101 DESIGN FOR CONVERSION 4.0 – GROWTH HACKING

2. Overview Ge$ng started •  What is onboarding? •  What it looks like, and why it ma8ers? Planning Your User Onboarding Experience •  Discovery to sign up journey mapping •  When, what & how to communicate? – Onboarding Emails •  Piecing it together – objecGve + content + design Mini Exercises •  Map out your user/customer onboarding ﬂow (5mins) •  Design & test your email (5mins)

3. What is ‘onboarding’? “Onboarding is your ﬁrst date with your user — you don’t want to talk their ear oﬀ and you want to be as charming as possible. Simply put: tell the user only what they need to know, in as few words as you can, to make them like you. And be as wi8y or delighYul as you can while doing it.” – MK Cook, dtelepathy

4. Why do I need it?

5. Approaches

6. “Everything at once” Approach (walkthrough)

7. “Setup” Approach

8. “Do Something” Approach

9. Great user onboarding is, necessary. Map out your user onboarding ﬂow -‐ Think about what ma8ers most to your users. Results, not features. -‐  Consider all touch points, and the overall experience. -‐ Communicate. Let your users know what to expect.

10. Map out the ﬂow..

11. Zapier USER SIGN UP JOURNEY MarkeGng Website Below Fold Landing CTA Above Fold Landing CTA Start FREE Today Sign Up Use Zap Now PRODUCT PRODUCT Verify & Conﬁrm Explore Sign Up or Log In Pricing & Plans How It Works Homepage NavigaGon Login Sign Up Start FREE Today Start FREE Trial Create Your Zapier Account

12. Communica]ons Here’s some ways: -‐ Email; follow-‐up aher registraGon/sign up, outreach to inform what more they can do with your product/service & engage. -‐  In-‐ app noGﬁcaGons; walkthrough interesGng features to help users perform their tasks & meet their objecGve -‐ -‐ Tool Gps or other hover over UI elements e.g. light boxes to elaborate on funcGonaliGes.

13. Post sign-‐up light box

14. Post sign-‐up pop-‐up

15. Post sign–up emails 1: Verify

16. Post sign–up email 2: Welcome & Engage

17. Post sign–up email 3: Reten]on/Conversion

18. Tips & tricks (ﬁnal notes) 1  If it’s tricky, spell it out – don’t skip any step! if longer the onboarding, show end is insight. 2  Be opportunis7c – aher ﬁrst impression, think of opportuniGes to deeply engage your user. 3  Make it fun – delight your users!

19. Mini Exercises You work for a file sharing service startup. You have just launched a website where users can learn more about features and sign up. Your sign up requires users to create an account before starGng to use your service. Upon sign up, users can access your file sharing dashboard. You are a bit concerned your users do not know how to navigate inside the dashboard, and as such you have also set up support center and knowledge base arGcles. You want to inform your users how to get started, and communicate that you are available via email or hotline should they require assistance. To do: 1.  Map out your user onboarding flow 2.  Design your email copy

20. Great user onboarding is, necessary. Map out your user onboarding ﬂow -‐ Think about what ma8ers most to your users. Results, not features. -‐  Consider all touch points, and the overall experience. -‐  Communicate. Let your users know what to expect.

21. Resources (to help you keep hacking!) User Onboarding h8p://www.useronboard.com/ GrowHack.com h8p://www.growhack.com/

22. Resources (to help you keep hacking!) UX Archive -‐ Onboarding Mobile uxarchive.com/tasks/onboarding

23. Other useful links Zapier’s Blog h8ps://zapier.com/blog/user-‐onboarding-‐user-‐interface-‐inspiraGon/ Conversion XL on Onboarding Emails h8p://conversionxl.com/onboarding-‐emails/#. Appcues Onboarding Academy h8p://appcues.com/academy/intro/ Get Response Web Form Builder h8p://www.getresponse.com/features/form-‐builder.html

24. THANK YOU! You’ve just heard from… liyana.slmn@gmail.com liyslmn

User Onboarding

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