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You have completed User Onboarding!
You have completed User Onboarding!
Preview
Onboarding is more than in-app experiences for new users. This video touches on the exciting possibilities beyond those first experiences.
New terms:
- Multi-channel onboarding: Includes notifications outside the app, in the form of push notifications, desktop notifications, and emails.
Resources:
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0:00
Let's take a step back to understand
the scope of the onboarding experience,
0:06
which actually goes beyond the app or
website.
0:13
Multi-channel onboarding is comprehensive
and includes notifications outside
0:17
the app in the form of push notifications,
desktop notifications and emails.
0:23
Email campaigns can be used
to reconnect with users,
0:30
encouraging them to finish onboarding or
educating them about the products.
0:33
Let's take a look at Mailchimp,
a marketing automation company.
0:38
They ought to know a thing or
two about marketing emails, am I right?
0:43
In this article written by Steph Knapp,
0:47
she shares Mailchimp's on
boarding email series.
0:50
A user receives an email
as soon as they sign up,
0:54
as well as every four days thereafter.
0:57
The first email is just for
confirming the user's email address.
0:59
Also on the first day, the next
email introduces the building block,
1:05
which is the main component of campaigns.
1:09
Four days later, another email
lands in the user's inbox and
1:12
explains another feature,
building an email list.
1:16
The other emails in this series follow
the same pattern of explaining a feature
1:20
every four days in the first
month after sign up.
1:25
If you want to check it out yourself,
check out the link in the teacher's notes.
1:29
Mailchimp also does a great job of
providing resources on its website.
1:33
Learning content such as blog posts,
webinars and knowledge bases
1:38
provide users with even more
opportunities to learn about the product.
1:42
Here's a step by step guide to
help users connect to a domain.
1:49
This walks users through the process
of setting up their Mailchimp hosted
1:53
landing page to appear
on a custom domain name.
1:57
In addition, support teams connect
with users through help desks,
2:01
emails, phone calls, and live chat.
2:05
All of this is included in
the onboarding experience.
2:09
And it's important to keep that
perspective as you design what happens
2:12
within the UI itself.
2:16
It all fits into an ecosystem.
2:18
As you can see, the onboarding
process exists beyond those first few
2:20
experiences a user has with the product.
2:25
Previously, I mentioned redesigns and
2:28
new features as onboarding
opportunities for existing users.
2:31
But it goes beyond that as well.
2:35
Onboarding continues
throughout the user lifecycle.
2:38
As users get acquainted with the product,
they develop a general competency.
2:42
You'll want to enrich their experiences so
they can discover advanced capabilities.
2:47
Perhaps there's a shortcut that
will help them do a repeated task.
2:52
Or perhaps they can improve
their workflow somehow.
2:57
These efficiency tweaks may be
overwhelming to bombard new users with.
3:01
But proficient users will have the mental
capacity to learn something new,
3:06
given their baseline competency.
3:10
Let's look at an example.
3:14
In Adobe XD sometimes a tip
appears in response to an action.
3:16
When duplicating a card,
3:21
a pop-up appeared in the corner of
the app to inform me about repeat grid.
3:23
As it turned out, repeat grid was a more
efficient way to duplicate the content.
3:28
This is a clever way to coach
users on more efficient workflows.
3:33
Okay, great, so that's one approach,
and there are many more.
3:38
If you'd like to learn more,
check out the teacher's notes.
3:43
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