Without effective, strategic user onboarding, here’s what happens:
Spend thousands on user acquisition
Get new customers
Lose those customers
Ouch – what a waste! And yet, it’s true. It’s all too easy to treat building a great product and getting new customers as separate processes – especially since those goals are handled by different teams.
That’s where user onboarding comes in. User onboarding is the bridge between acquiring new users and turning them into highly engaged customers.
Think of it as the conversion funnel between new signups and long-term paying customers. These user onboarding best practices will guide you in impressing and retaining your users.
User onboarding is the bridge between acquiring new users and turning them into highly engaged customers.
Know your customers and what they need. This includes who they are, what they want, their pain points, their tasks, their perceived risks, and why they churn.
Remove barriers to the "aha!" moment, which is when users understand the value of your product and are willing to spend money on it.
Go all-in on your brand. Create a great brand for your product that speaks to your users.
Create a multichannel onboarding experience. Users now consume information in many places, and they have different preferences for learning styles.
Tailor onboarding to individual users or user segments to engage different desires easily.
Measure success with your onboarding and improve where needed
Remember, user onboarding is the glue that holds everything together. Commit to intelligent, intuitive, and helpful user onboarding, and you’ll see the results quickly.
User Onboarding Handbook: Craft Exceptional FlowsIt's your go-to guide to user onboarding – backed by behavioral science and packed with tips, tools, and tactics you can use to level up your onboarding game. We'll send the eBook straight to your inbox.
The definition of user onboarding to beat all definitions #
Before we dive into these best practices, let’s quickly recap what user onboarding really is. It’s not just a product tour any more than fully expressing yourself as a human is just a 5-minute improv performance.
User onboarding is the system of actively guiding users to find new value in your product.
If it sounds vague, that’s because it can take many forms. You can onboard users with a series of help documents, email sequences, product tours – or likely a strategic mixture of these components, with one goal:
Actively guide each and every user towards greater and greater adoption until they can’t imagine life without your product.
The journey of a successful user, supported by great onboarding, looks like this:
But that's not what happens most of the time. Each step of the way, there's a hidden risk of that user deciding to click the little red 'X' and never coming back. In fact, it happens between 40 and 60% of the time.
It's rightfully known as the SaaS killer! 😨 Luckily, it's what we're here to help with.
User onboarding best practices to engage your users from the start #
To help you achieve the goal of turning new users into fully engaged customers who’ve adopted your product into their lives, we’ve put together six best practices for user onboarding. Let's get into more details for each.
1. Know your customer and their needs #
In the example above, we see that Sift Science has identified its ideal user's two biggest motivations: fighting fraud and stopping bad users. This onboarding modal reassures the user that they're in the right place, and reminds them of the product's value.
Why do your customers need your product?
If you don’t know the big “why” for existing users, then you can’t master the onboarding for new users. Conduct product surveys to understand what customers really get from the product, and build your user onboarding experience around that value.
To cater to your customers, you need to know:
Who they are (e.g. their role)
What they want (e.g. the metrics they care about)
What pain they’re experiencing that your product solves (e.g. why now)
What tasks do they need to complete (e.g. what fits in their daily workflow)
What would stop them from using your product (e.g. what they consider risks)
Why any users who churn end up churning (e.g. where they got stuck)
Once you’ve got a grasp on these critical (but easy to overlook) details, you can begin to treat user onboarding like a jigsaw puzzle, rather than a guessing game.
2. Remove barriers to the "aha!" moment #
For a platform that thrives on user content, an empty account = an unsuccessful user. Wistia lowers the barrier to entry by giving users three easy options to get started.
“Aha! I totally get it. I need this.”
That’s what you want your users to feel as quickly as possible. The "aha!" moment is when users understand the value of your product and are willing to spend money on it.
Tips for removing barriers:
Don't require account creation before trying the product
Ask for user information as late as possible
If you don't offer a free trial, use your marketing site to lead potential users to the "aha!" moment (include testimonials or highly relevant screenshot gifs)
Ultimately, you need to discover what is keeping people from getting to the "aha!" moment. Is it a problem with the signup? Is it a problem with bringing them to their first in-app action after signing up? Find the product friction and remove it!
3. Go all-in on your brand #
In this example, Playbuzz's user onboarding email makes its brand obvious straight away, with bold colors, playful copy, and pop culture references.
Here’s what Sir Richard Branson has to say about branding:
Branding demands commitment; commitment to continual re-invention; striking chords with people to stir their emotions; and commitment to imagination. It is easy to be cynical about such things, much harder to be successful.
Just like branding can be the thing that makes your product stand out to your ideal target audience and gets your users to sign up in the first place, it can also be the factor that keeps them on board. Product teams can sometimes forget about the brand experience, and when they do, they risk losing users.
We’re human, after all. We don’t want to just achieve things, we want to feel good while doing it. We want our software products to be like our favorite work friends, totally productive and astoundingly brilliant, but also chill, funny, relatable, or whatever else adjective applies to who your customers are.
Would Mailchimp have as many diehard users without the Freddie high five that appears after every new campaign gets scheduled? Likely not.
Absolutely, a best practice for user onboarding is to go all-in on branding and bring that brand to life immediately. Value isn’t just about checking a task off your to-do list, so devote time and creative intensity to bringing your product’s full value to life.
4. Create a multichannel experience #
Google knows who's using its Analytics app on mobile. It's not users who want to sign up for a new account, it's users who already have Analytics access and want to know how the experience translates to mobile.
To increase engagement and retention, you’ve got to make use of multiple channels, because users now consume information in many places, and have different preferences for learning styles.
How do you design a multichannel onboarding experience?
Ideally, the multichannel user onboarding experience should be as consistent and synchronized as possible. To do this, architect your users' journeys and evaluate what information you need to provide at which point, and what the best channel for this is.
Will they start with a video and then go to a walkthrough? Will they read a quick start guide and later watch a webinar? Will they use tooltips in-app and receive emails with links to more resources? What do they need to know immediately? What resources do they need in a few weeks or months?
Check out the middle section of a welcome email from Dubsado, a business management platform for entrepreneurs, in the example below. After a warm welcome, the email points new users towards personalized help.
There are many different channels that you can use to create the user onboarding experience. Let's go deeper into a few ideas.
Email autoresponder to guide users to the "aha!"
Your email autoresponder for new signups should guide users towards the "aha!" moment and initially help them understand where they can turn for help. Later emails can provide additional resources to cater to many learning styles, and behavior-based emails can be used to reduce churn.
The email below is part of the first autoresponder sequence new Chameleon users receive. It helps users become successful by teaching them how to get the most impact with their product tours.
Videos for quick product introductions
Videos are great resources in user onboarding. They can be used as a 1-2 minute introduction in place of a walkthrough or in a list of resources. For very visual products, the more videos the better.
Why? Even if your user doesn’t have time to make use of the product right away, if they see someone else quickly get to the "aha!" moment, then they will remember it.
For example, Snappa shows a one-minute blog header image tutorial so that users instantly see how valuable the tool is.
Product tours to point out the key features
Product guidance is essential. You want to pull users towards creating their first project or achieving their first task. Bear in mind that users sometimes perceive product tours and tooltips as popups and find them annoying, so gear your product guidance towards your users’ needs.
Are users very tech-savvy? They might just need to be shown where critical features live. Are they pressed for time? They might just want a 3-step tour and not a 12-step tour. The best practice here is to survey your customers and optimize over time.
In-app chat for answering questions
User onboarding isn’t just something that happens in the first 10 minutes or an hour of usage. Providing users with a way to ask questions (whenever they have them, be it immediately or 13 days into their 14-day trial) is critical to increasing retention.
Webinars to help users master the tool
SEMrush has really mastered its user onboarding webinars. Their “101” webinars help new users understand how to use the platform, while their high-level SEO webinars increase user engagement over time, enforce their brand authority, and help push out content that brings in new users looking for professional development content.
There are very few companies that do this well, but every single SaaS platform has the opportunity to create beginning tutorials and professional development content geared toward their unique users.
Personalized training to help users succeed
Demo request, anyone? Especially for complicated B2B products, many users won’t take the time to move their business processes over without a personalized demo showing them exactly why they should.
If any of your users are confused or if your "aha!" moment takes more than a couple of hours to discover, you absolutely need to offer 1:1 training. To showcase this, here's an example from Gainsight.
Training docs and documentation for self-serve support
Only highly motivated new users will pour through your training docs to learn how to use your platform. But remember, user onboarding is a long-term process, and written documentation and help centers are very valuable for experienced, engaged users.
Comprehensive documentation can also help reduce user anxiety. This example below from Chargebee demonstrates a powerful piece of onboarding content that clearly outlines the steps a user needs to take to succeed:
5. Tailor the experience to each users’ journey #
PicMonkey's choose-your-own-adventure user onboarding flow helps the user choose the most relevant tutorial.
In other words, behavior-based user onboarding is incredibly valuable. Let’s say user A and user B both sign up at the same time. User A needs your solution right away, so he immediately spends two hours completing a task. User B however, has signed up with the intent to explore your product later.
How can you cater to such different needs? Ask users what they’d like to do, like PicMonkey did, so you can engage different desires easily.
Tailoring the onboarding journey doesn't stop there. After the initial welcome email series, send emails based on behaviors like time spent in-app or task completion so you can guide experienced users towards further value (additional features) and inexperienced users towards the "aha!" moment.
Consider a trial that is project-based or task-based instead of time-based so you don’t lose out on users who might be a great fit (just not right now).
Where in a user’s journey are they most likely to upsell and cross-sell? The answer will be different for highly engaged users versus users who haven’t yet made use of the product.
Automate your upselling and cross-selling by identifying the right subsets of users and presenting them with more product options. When you tailor the experience and sell the right product add-ons to the right customers, you increase your revenue while increasing the customers’ satisfaction and delivering greater value.
6. Measure success and treat user onboarding like an ongoing project #
One of the essential steps is to measure your user onboarding performance. For example, if you build product tours with Chameleon as your Product Adoption Platform, you can measure their success with Chameleon's tour analytics dashboard – track how many users engage with your product's onboarding, and get the insight you need to drive new user adoption.
It’s definitely not one-and-done.
User onboarding requires that you set and analyze goal metrics, track conversions and churn, discover any issues or drop-offs, and commit to regular reviews and updates.
Key takeaways: Improve your user onboarding process with these tips #
To sum up, these best practices will help you track user onboarding more successfully:
Know your customer
Remove barriers to initial value
Stay aligned with your brand style
Create a multi-channel onboarding experience
Tailor onboarding to individual users or user segments
Measure success and improve where needed
User onboarding is the glue that holds everything together. Without it, your promise and your offering can easily fall apart. Commit to intelligent, intuitive, and helpful user onboarding, and you’ll quickly see the results for yourself.
You can start building effective onboarding flows with Chameleon today, no code needed. Or you can book a personalized demo to get on a call with one of our product experts who will guide you through how Chameleon can help you address specific challenges you have.