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0
votes
0answers
25 views

Asking users for their budget [on hold]

We are working on redesigning our onboarding flow, and one of the steps involves asking users what is the budget they have for this project. What are some examples we can follow on other apps asking ...
1
vote
2answers
65 views

Interactions for moving to the next step in a mobile “slideshow” onboarding / tutorial.

Quite often, mobile apps have a 3-6 step "slideshow" tutorial/onboarding in the beginning. The user can slides through it by swiping or just choose to skip it. Some initial user research that I have ...
8
votes
2answers
181 views

How to encourage users to manipulate search criteria to get results

Context I have a large pool of telephone agents using a custom built piece of software to track the calls. Due to the high pressure of having a caller on the line agents often rely on old methods for ...
2
votes
2answers
37 views

Indication for dummy data for new user

I'm working on a B2B system that has a dashboard that displays analytics in a few charts. When new users sign into the system, the system doesn't yet have data to show them. Until the data is ready, ...
0
votes
1answer
23 views

Best practices for a low threshold signup to a discussion board with sensitive content

I'm working on a discussion board for a sexual health site. We want it to be a safe place for people to ask and get answers/discussion on sensitive topics of sex, relationships, and rights. We want ...
5
votes
1answer
128 views

Instant gratification in B2B onboarding

Instant gratification seems to work very well when onboarding B2C end-users. To the extent that it's pretty much table stakes in some app categories. Intuitively it should translate into B2B SaaS, ...
2
votes
1answer
47 views

Does onboarding questionnaire make sense? If yes, how much is too much?

We have a demo dashboard when people sign up for our web app. This dashboard, filled with sample data, is supposed to help users discover the app's potential to solve their problems. The problem is, ...
1
vote
1answer
37 views

Use of website / computer to setup mobile app?

Suppose you have a strictly mobile app that requires the users to go through a setup process involving a fair amount of text input. Does it make sense to request the user to complete the setup on a ...
0
votes
1answer
69 views

How to best structure web flows consisting of multiple paths and goals [closed]

We have a process where a user uploads a file and then is shown a results page with information we've gleaned from their file as well as the option to: explore search results related to their input ...
1
vote
2answers
79 views

What's the best way to display options within options within options in an onboarding process?

I am creating an onboarding process where the admin dictates requirements for it's members. They start by selecting from a list of identifiers [ ] Meat [ ] Poultry [ ] Seafood [ ] Produce Then they ...
2
votes
1answer
127 views

What is the term for content that is only shown to new users?

What is the commonly accepted term for the content that is shown to users after they sign up? Things like welcome panels, "did you know", etc.. Content that can be closed (i.e. don't show me this ...
2
votes
2answers
167 views

How long should a good onboarding experience be?

I'm currently investigating and preparing to add, quite soon, a tool to welcome and guide a first-time users to the service we are offering, show them around, and explain where is everything located. ...
6
votes
2answers
285 views

The effect of showing “wizard” style steps in a multistep process

I'm approaching this from the context of a user onboarding workflow. Specifically I'm looking for references to research that discuss what effect displaying "wizard" steps actually has on user ...
0
votes
1answer
52 views

Restricting users site access until account completion

I'm redesigning a site that requires a fair amount of information from users (because it deals with finance, our company is required to have KYC and AML procedures etc). The site flow for new users ...
1
vote
0answers
54 views

Getting new and existing users to follow others - Best Practices? [closed]

I'm interested in finding out what the best practices are in terms of encouraging current and new users to follow other users (or areas of interest) on the platform. This would be on both Mobile and ...
1
vote
1answer
49 views

Live filters vs Q and A

I'm designing a "recommendation" experience and was wondering if anyone has data or results on the use of live filters (where the user sees results as they choose parameters) versus Q and A (where the ...
0
votes
1answer
48 views

Our event has it's own brand and site, but I need users to create a profile on our main site

We have a pretty successful event, but I've never been happy with the onboarding process. We have a separate event and brand for our event, lets say www.event.com. In order to particpate, you must ...
2
votes
3answers
132 views

What is a good frequency for user onboarding emails?

I am working on the onboarding process for an enterprise webapp. One of the onboarding elements is a series of emails to help the user get up and running and effectively using the application. My ...
3
votes
3answers
94 views

should I ask for a phone number even though it is not required?

I'm building an app which is very similiar to venmo: it allows users to text money to eachother. While it is not per se necessary to know the phone number of the user that is registering, it could ...
1
vote
0answers
106 views

Is it a good UX practice to include paid membership plans within the user onboarding process? [closed]

We are designing an onboarding process for a marketplace where the sellers have different tiers of membership options, we are not sure weather to include the membership options as part the process or ...
2
votes
2answers
76 views

How can I account for lack of data during an on-boarding process?

My application manages and measures data (like visits, social activity) around a specific type of web page. The data doesn't really get interesting until you have a corpus of 4 or 5 different pages in ...
4
votes
1answer
114 views

Using audio vocals in iOS app tutorials in onboarding

I'm working on designing an onboarding tutorial for a audio based app. I've come up with a carousel with visuals and text to better describe what the app is, and give quick insight on top actionable ...
1
vote
3answers
105 views

How should I approach a video tutorial for a responsive web app?

When creating tutorials (video or otherwise) for a responsive web app, what size should I show the interface at? Mobile? Desktop? Should they be separate videos?