9 steps to a good onboarding setup

9 STEPS TO AGOODONBOARDINGSETUPA QUICK GUIDEON SHAPINGUSER BEHAVIOUR

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OVERVIEW1. Determine your users’ goals2. Measure User Interaction3. Plan the onboarding scenario4. Mockup your assumptions5. nfuse the mockups with good design6. Implement the designs7. Track, Measure, Improve8. Go beyond a simple setup9. Reiterate

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1. DETERMINE YOURUSERS’ GOALS

Use Customer PersonasPerform personal interviewsCombine qualitative and quantitative data

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2. MEASURE USERINTERACTION

Analyze usage dataSet Measurable MetricsTalk to your support crew

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3. PLAN THE ONBOARDINGSCENARIO

Guide someone through your app - personallyWrite a tutorialSlash every unnecessary step

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4. TURN YOUR ASSUMPTIONSINTO MOCKUPS

Test your mockupsTest your mockupsTest your mockups some more

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5. INFUSE THE MOCKUPSWITH GOOD DESIGN

Don't oversellBrand your onboarding flowAim for familiarity

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6. IMPLEMENT THE DESIGNSPerform final tweaksTest for bugs

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7. TRACK, MEASURE, IMPROVETrack what your customers do within the onboarding setupMeasure the impact their actions have on their staying with youImprove the metrics that matter to you

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8. GO BEYOND A SIMPLESETUP

Develop a communication planOptimise for experienceComplement with content marketing

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9. REITERATEGo back to your other marketing materialsTest and test again all your customer touchpoints

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READ MOREhttp://www.appcues.com/blog/3-fundamental-user-onboarding-lessons-from-classic-nintendo-games/https://blog.kissmetrics.com/onboarding-tools/https://blog.chartmogul.com/a-guide-to-saas-customer-onboarding/http://www.nirandfar.com/2012/07/thisisyourbrainonboarding.htmlhttps://zapier.com/blog/user-onboarding-user-interface-inspiration/http://growthdevil.com/7-best-practices-user-onboarding/https://blog.intercom.io/strategies-for-onboarding-new-users/https://news.ycombinator.com/item?id=9500823https://www.groovehq.com/support/reduce-churn-with-successful-user-onboardinghttps://sumome.com/stories/market-researchhttp://www.appcues.com/blog/user-onboarding-starts-with-a-good-landing-page

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