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The notion of onboarding is all about helping users quickly and easily find value in your offering. Speed and ease of use are equally important because users might lose interest if going through an onboarding takes more time or is more complicated than what they expected. Speed and ease of use are also relative to a person’s point of view: a salesperson can have vastly different expectations for an onboarding than a developer.
A well-constructed onboarding process boosts engagement, improves product adoption, increases conversion rates, and educates users about a product. Optimizing the onboarding experience is a journey. You should have a plan but be agile, utilizing processes and tools to garner feedback from target users in a bid to constantly improve.
In this article, we will walk you through how we developed the onboarding processes for platformOS from the very beginning. You will be able to follow how we carried out user experience research, how our onboarding has changed over time, what assumptions we made, and how we adjusted them. We will talk about all the tools we used as examples, but the same processes can be implemented with a wide variety of other tools. You will get practical examples and a complete overview of how we built our onboarding, with insights into UX research and the specifics of working with different audience segments.