{"id":10488,"date":"2022-04-19T07:38:24","date_gmt":"2022-04-19T07:38:24","guid":{"rendered":"https:\/\/www.digital-web-services.com\/?p=10488"},"modified":"2023-03-27T14:54:14","modified_gmt":"2023-03-27T14:54:14","slug":"how-to-create-successful-user-onboarding-5-tips-to-set-up-a-strategy","status":"publish","type":"post","link":"https:\/\/www.digital-web-services.com\/how-to-create-successful-user-onboarding-5-tips-to-set-up-a-strategy.html","title":{"rendered":"How to Create Successful User Onboarding? 5 Tips to Set Up a Strategy"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">What happens when you don\u2019t have an effective user onboarding strategy in place?\u00a0<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">You spend thousands of dollars in acquiring new users<\/span><\/i><\/p>\n<p><i><span style=\"font-weight: 400;\">Lose those users<\/span><\/i><\/p>\n<p><i><span style=\"font-weight: 400;\">Repeat<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">When individuals think about expansion, they frequently focus on gaining more users.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you&#8217;re creating a software product, though, your funnel is almost certainly leaking as soon as consumers click the \u2018sign up\u2019 icon.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you&#8217;re still developing your service or have seen difficulty with retention, it&#8217;s probably time to start thinking about user onboarding.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">User onboarding refers to the initial contact between your company and the users. It aims to help users understand your products or services and how they use them to achieve success. It involves practices and strategies which ensure that existing and prospective users will keep using your services.<\/span><span style=\"font-weight: 400;\">\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That said, it\u2019s essential for your users that they know how your products\/services work to increase retention. Otherwise, costly business problems may arise. <\/span><span style=\"font-weight: 400;\">It&#8217;s pointless to sign up users if you don&#8217;t explain how they can get what you&#8217;ve claimed. Even the best customer reviews won&#8217;t keep them from leaving if they don&#8217;t know how to utilize your product.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This difficulty is compounded when you&#8217;re creating a SaaS product that you&#8217;ll use yourself. You\u2019ll have \u2018onboarded yourself\u2019 and become a master in using your own product, with close to 100% utilization of your set of features.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One can&#8217;t emphasize this enough. If you&#8217;re designing a product that you use, you need to take a step back and consider your user onboarding from the viewpoint of a new user.<\/span><\/p>\n<p><a href=\"https:\/\/www.profitwell.com\/blog\/positive-onboarding-boosts-retention-wtp\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Customers who experience a positive user onboarding are considerably less likely to churn during the first 21 days of using a new product<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Additionally, consumers who have a good induction experience are up to 21% more inclined to pay for a mobile app. So, a great user onboarding is beneficial not just to your acquisition plan but also to your pocketbook.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this article, we will give you five tips to ace your user onboarding game.\u00a0<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_58 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\" role=\"button\"><label for=\"item-656586cfd3943\" ><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input aria-label=\"Toggle\" aria-label=\"item-656586cfd3943\"  type=\"checkbox\" id=\"item-656586cfd3943\"><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.digital-web-services.com\/how-to-create-successful-user-onboarding-5-tips-to-set-up-a-strategy.html\/#How_to_Create_Successful_User_Onboarding_5_Tips_to_Set_Up_a_Strategy\" title=\"How to Create Successful User Onboarding? 5 Tips to Set Up a Strategy\">How to Create Successful User Onboarding? 5 Tips to Set Up a Strategy<\/a><ul class='ez-toc-list-level-3'><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.digital-web-services.com\/how-to-create-successful-user-onboarding-5-tips-to-set-up-a-strategy.html\/#1_Design_a_flowchart\" title=\"1. Design a flowchart\">1. Design a flowchart<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.digital-web-services.com\/how-to-create-successful-user-onboarding-5-tips-to-set-up-a-strategy.html\/#2_Keep_it_simple\" title=\"2. Keep it simple\">2. Keep it simple<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.digital-web-services.com\/how-to-create-successful-user-onboarding-5-tips-to-set-up-a-strategy.html\/#3_Be_unique\" title=\"3. Be unique\">3. Be unique<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.digital-web-services.com\/how-to-create-successful-user-onboarding-5-tips-to-set-up-a-strategy.html\/#4_Display_progress\" title=\"4. Display progress\">4. Display progress<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.digital-web-services.com\/how-to-create-successful-user-onboarding-5-tips-to-set-up-a-strategy.html\/#5_Make_it_fun\" title=\"5. Make it fun\">5. Make it fun<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.digital-web-services.com\/how-to-create-successful-user-onboarding-5-tips-to-set-up-a-strategy.html\/#Wrapping_Up\" title=\"Wrapping Up\">Wrapping Up<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Create_Successful_User_Onboarding_5_Tips_to_Set_Up_a_Strategy\"><\/span><strong>How to Create Successful User Onboarding? 5 Tips to Set Up a Strategy<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">You cannot overstate the importance of user onboarding. <\/span><span style=\"font-weight: 400;\">It can help your business in several ways.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, proper user onboarding can improve customer engagement and conversion rate by showing the real value of your products\/services to your customers. It can also help educate users and boost customer retention.<\/span><span style=\"font-weight: 400;\">\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With a well-designed user <\/span><span style=\"font-weight: 400;\">onboarding<\/span><span style=\"font-weight: 400;\"> process, your current and prospective customers will feel they\u2019re experts in using your products\/services. Consequently, you can convince them to keep paying subscription fees for your easy-to-use products\/services.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Onboarding can also minimize customer support costs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Since the process involves providing valuable tips on how the customers can use it, you can reduce the resources your customer service team has to use in answering questions about using your products\/services several times.<\/span><span style=\"font-weight: 400;\">\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Therefore, you should know how to create a successful user onboarding process to maximize these benefits. <\/span><span style=\"font-weight: 400;\">Here are a few to help you offer your users a great onboarding experience.<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Design a flowchart<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Keep it simple<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Be unique<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Display progress<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Make it fun<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Read on to know about the tips in detail.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Design_a_flowchart\"><\/span><strong>1. Design a flowchart<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Consider your user onboarding process as a flow.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You don&#8217;t have to go too technical here, but ensure you&#8217;re considering a simple linear path for your user onboarding from beginning to end.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Although determining the beginning and end of your product&#8217;s user onboarding is difficult, we recommend sketching out the entire path as best you can.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before joining, a user may visit your site, look at your pricing page, fill out your sign-up form, and then go to the user onboarding flow of your product.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, the step preceding that is sometimes overlooked: <\/span><b>what compelled that individual to visit your homepage in the first place?<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Determining the reason behind your website\u2019s traffic appears to be more of a marketing chore. However, you must understand why people are contemplating your product in order to guarantee that your user onboarding does not offend or repel them away.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Keep_it_simple\"><\/span><strong>2. Keep it simple<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You&#8217;ll have a lot better understanding of how to optimize your user onboarding flow when you&#8217;ve sketched it out. One of the first things to do is to see if there are any stages that don&#8217;t have to be completed during the first session.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An excellent question to ask is, \u201cHow can you get your new users to their &#8220;Wow&#8221; moment as soon as possible?&#8221;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It&#8217;s vital to remember that not every step is unnecessary. Some steps are crucial for the user&#8217;s understanding of the process. In fact, steps that involve action, on the other hand, can operate as \u2018stepping stones\u2019\u00a0 blocks for a new user.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Observing real users walk through your onboarding is a terrific method to find out which steps are challenging for them.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can provide a great user onboarding process with the help of <\/span><a href=\"https:\/\/www.smartlook.com\/blog\/digital-experience-monitoring\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">digital experience monitoring<\/span><\/a><span style=\"font-weight: 400;\"> (DEM).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It involves monitoring application\/tool performance and functionality from the end user\u2019s perspective. It provides insights and understanding about the user\u2019s experience using their point of view.<\/span><span style=\"font-weight: 400;\">\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With DEM, you can develop an effective user onboarding strategy, which is critical in finding and minimizing issues later on. Remember, you can use the data about end-user experience to fix problems and give your customers a great onboarding experience from beginning to end.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Be_unique\"><\/span><strong>3. Be unique<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Just as branding may help your brand stand out to your desired intended audience and entice them to sign up right away, it can also help them stay on board. Product teams can lose sight of the brand experience from time to time, and as a result, end up losing users.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After all, not everyone is adept at accomplishing goals; we want to enjoy the process. Most users want your <a href=\"https:\/\/www.digital-web-services.com\/\">software solutions<\/a> to be like your favorite coworkers: extremely productive and stunningly bright, but also chill, hilarious, relatable, or any other term you can think of to describe your consumers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Would <\/span><i><span style=\"font-weight: 400;\">MailChimp<\/span><\/i><span style=\"font-weight: 400;\"> be as popular if the Freddie high five that displays after each new campaign is scheduled didn&#8217;t appear? No way.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In fact, going all-in on branding and bringing that brand to life right away is a top strategy for user onboarding. Quality isn&#8217;t simply about crossing something off your to-do list; it&#8217;s about unleashing your product&#8217;s full potential.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Display_progress\"><\/span><span style=\"font-weight: 400;\">4. Display progress<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">One of the most difficult aspects of <\/span><a href=\"https:\/\/www.appcues.com\/blog\/saas-user-onboarding\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">SaaS onboarding<\/span><\/a><span style=\"font-weight: 400;\"> is persuading new users to complete a sequence of processes in order to reach a final stage. Since several steps are frequently required, you should preferably explain the number of steps as well as the ultimate aim to the end-user.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It&#8217;s vital to make the objective exciting and fulfilling &#8211; the value proposition you offer on your advertising site should preferably be repeated in whatever conclusion you&#8217;re attempting to push anyone to in your onboarding. You&#8217;re not just looking for someone to \u2018use feature X\u2019 &#8211; you want them to \u2018be more successful\u2019.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You should also aim to break down any major milestones into smaller, more practical steps that may be skipped over in order to show progress toward your final goal.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you want to publish a novel, don&#8217;t set your goal to \u2018publish a novel\u2019 &#8211; set it to \u2018form a sentence\u2019, and then you might actually start to develop the first momentum that will lead you down the proper route.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Make_it_fun\"><\/span><strong>5. Make it fun<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Finally, games are entertaining. Consider how you might add fun and excitement to your user onboarding experience to make someone&#8217;s day a little brighter.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An amusing cartoon, a welcoming icon, and maybe some funny copy, when used judiciously, can bring joy to a new user&#8217;s face, encouraging them to not give up, to fight through, and to commit to testing out your product.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Wrapping_Up\"><\/span><strong>Wrapping Up<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Now that we have come to the conclusion of this article, we hope that the aforementioned tips will help you create a ground-breaking user onboarding strategy. Remember, without an effective strategy, you will be lost in the maze of repetitive tasks without achieving any result.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, pull up your socks and start improving your strategy today. If you have any questions, reach out to us via the comments.\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What happens when you don\u2019t have an effective user onboarding strategy in place?\u00a0 You spend thousands of dollars in acquiring new users Lose those users Repeat When individuals think about expansion, they frequently focus on gaining more users. If you&#8217;re creating a software product, though, your funnel is almost certainly leaking as soon as consumers [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":10491,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_gspb_post_css":"","footnotes":""},"categories":[10,55],"tags":[397,396,395],"offerexpiration":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create Successful User Onboarding? 5 Tips to Set Up a Strategy<\/title>\n<meta name=\"description\" content=\"Know how to create successful user onboarding? 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