User Onboarding and Sign-up Flow - Useful Notes, Links and Articles

Ongoing list of articles on user onboarding, sign ups, etc.

Onboarding to help get users to the "AH HA!" moment faster.

Posted by JB Uy on November 25, 2013 at 01:59 AM UTC
Edited on December 20, 2013 at 06:15 PM UTC
8 Notes

14 Sites for user onboarding inspiration:

Posted by JB Uy on April 08, 2014 at 03:17 PM UTC
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Sending onboarding emails without being a nag:

Posted by JB Uy on March 31, 2014 at 12:53 PM UTC
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  • Slide 12:
    • "What can you do here?"
    • benefits, not features: describe what YOU can do, not what the SITE does.
  • Slide 14:
    • "Why is vimeo different?"
Posted by JB Uy on December 02, 2013 at 07:52 PM UTC
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"It’s logical for Pinterest, and any application with a new or unique concept, to be sure that new users don’t leave until they understand it. This is likely why Pinterest requires users to complete their tutorial before they are free to explore on their own."

"Churn rate is proportional to the distance between sign-up and value. "

Posted by JB Uy on December 02, 2013 at 06:25 PM UTC
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  • Slide 18: Tells what you can do with the software (benefits) not just what the software can do (features)
  • Slide 19: Pairing scannable copy with intriguing imagery
  • Slide 14: Testimonials
    • Face, logo, name, blurb
  • Slide 28: sign up form
    • few fields
    • "Free" and "No credit card required"
  • Slide 32: give indication that a button click is being processed (if using ajax)
  • Slide 35: show an intro video on initial sign in
  • Slide 59: pre-bake demos
    • For NoteDock, can pre bake demo items
    • Like with Trello onboarding, have one of the items be a tutorial
Posted by JB Uy on November 27, 2013 at 04:58 PM UTC
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After signup, instead of having user confirm email first, redirect them into the app right away.

In the app, have an notification telling them to confirm their account via email.

Allows them to get started right away without having to check email. This would add a roadblock to them getting started.

How will we verify their account then?

Posted by JB Uy on November 25, 2013 at 02:31 AM UTC
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Trello onboarding process

  • Slide 35: "The content is the tutorial!"
    • For NoteDock, can have a tutorial as an item. Deletable once they are done reading. Can add comment to it, etc.
    • Maybe based on what business they are in, the tutorial will have tailored content.
  • Slide 40: UI as educator
    • UI filled with things that describe themselves.
    • For NoteDock, inside the "tutorial Item" (from previous bullet point), can have comments already made as comments, etc.
Posted by JB Uy on November 25, 2013 at 02:02 AM UTC
Edited on November 25, 2013 at 02:39 AM UTC
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Site has great teardowns on some popular SaaS apps' onboarding process and marketing pages.

Posted by JB Uy on November 25, 2013 at 02:00 AM UTC
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