Questions tagged [onboarding]

For questions about the process of introducing a new user to an application or website, e.g. with tutorials and registration.

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Email verification during onboarding that requires internal approval

I'm designing a sign-up flow for a clinic management platform (browser, desktop and mobile friendly) that is dedicated for business owners to sign-up for their company. The one registering will be the ...
Kenny's user avatar
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2 answers
57 views

Need title for a section in my UX case study

There is this case study that I am writing which is about onboarding users on to the product. The product is platform as a service(PaaS). For designing the onbaording alone I looked into a lot of SaaS ...
user1035287's user avatar
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3 answers
92 views

Help with user onboarding UX

Background : I am creating an app that caters to the new parents to track details about their kid's activities etc. As part of onboarding, I want to capture details about their kid, presently it is ...
Arun-'s user avatar
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App revamp onboarding suggestions that is low development effort? [duplicate]

I'm working on an app revamp, and due to timeline constraints, I'm figuring out how to best onboard existing users to the newly designed app. Are there any best practices or suggestions to this? I'm ...
Benzowin's user avatar
2 votes
3 answers
125 views

Best practice for a public page (not logged in page) prior to log in

Hoping to get some best practices on what should be shown on a landing page or a not logged in page prior to our users logging in. We have a landing page / public page before the login page. And we ...
Swati Gupta's user avatar
1 vote
4 answers
104 views

Onboarding before using app vs previewing first?

I'm an Android user and it seems fairly standard on Android to be able to play around with an app before signing up. This is how I designed my apps. However, I showed it to some iOS users and they ...
Leo Jiang's user avatar
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2 votes
1 answer
70 views

Admin Onboarding

Seeking guidance from the community. Im designing the onboarding flow for an alpha release of a SAAS product aimed at employee engagement. One of the primary persona is an HR admin, who most likely is ...
Anand Nair's user avatar
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3 answers
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Choosing the right onboarding for a niche market mobile app

I have a mobile app in a niche (bird management) where the average age of the user is ~40 The app requires the user to create data, which can at times be time-consuming (it's needed). The churn rate ...
Filipe Picoito's user avatar
2 votes
3 answers
102 views

Does onboarding include sign up?

I'm designing a matchmaking platform for influencers and marketers. I want to create a secure platform that verifies identities (both influencers, and marketers that work for legit brands). I am ...
Maus's user avatar
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0 votes
5 answers
162 views

When is a form too long

I am working on a re-design of an onboarding process for a financial platform, which of course requires a plentidude of information. The forms primary step in the process, has the user fill out their ...
Mav's user avatar
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2 answers
115 views

How to use up more screen real estate in this onboarding flow?

I have this onboarding screen which is supposed to guide you through the creation of a dictionary term (define the term, add pronunciations, add recordings, etc., finish). The design is not fully ...
Lance's user avatar
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2 answers
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Research methods for improving onboarding

I am doing research on improving onboarding process of a SaaS product. Can you recommend a methodology and researches for this kind of work? I plan to do data analysis, heatmaps, video sessions ...
Gustavjung's user avatar
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1 answer
69 views

Different onboarding experiences for different personas?

I want to design the onboarding experience of a project management platform that is similar to Asana or Monday for example. I want to leave an optional guide for users on how to start creating certain ...
Mohamed Eltazy's user avatar
2 votes
4 answers
447 views

Should I add sign up after onboarding (customisation) or before?

I am creating UI for a recipe app. I want to include customisation. Asking questions about diet, allergies and time available for preparation. Should I include login/sign up before or after this ...
Julia Buevich's user avatar
1 vote
1 answer
148 views

What is the best form approach for a single question with 9 options?

We are in the process of creating a survey style onboarding flow and was curious if it is ok to break the rules here? I understand that once the number of choices gets over 6 or 7, it is best to use a ...
Rohrski's user avatar
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2 votes
1 answer
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What's best for a Social Network app first open? Registration needed to view to content or not?

It is optimal to not force the user to create an account on an E-commerce website/application since the objective is to increase the purchases, as noted here. What about a Social Network application? ...
Stemo688's user avatar
1 vote
4 answers
87 views

Presenting access codes on a website with limited formatting options?

I am making a game that has a free demo and a full version. When you are playing the free demo, you can enter an access code to unlock the full version. My issue is, when users go to the webpage with ...
ConsultingNewb's user avatar
3 votes
3 answers
127 views

What term best describes focus on a low barrier to entry for an application?

I am building an application that I would like to describe as being accessible in the sense of having a very low barrier to entry. By this I mean it's an online tool that you can start using ...
dthree's user avatar
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1 answer
421 views

How to test an onboarding?

I have to test an onboarding, and I'm pretty blocked because I'm running out of ideas for tasks for the testing. It's an onboarding of 12 steps showing the product and showing step by step how to use ...
Yami M's user avatar
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1 answer
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User created an account using their phone number- how to ask for the user's email as well?

We are working on a mobile app that offers 'give and receive' advice (concerning relationships, life questions, and so on). In the onboarding flow, we allow users to choose how to create their account ...
Noa.R's user avatar
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2 answers
703 views

User Experience for non linear steps

We are in process of creating guided user experience for simplifying onboarding on multiple processes, services and teams. End User will be tech users only. Our web application will create multiple ...
Girdhar Sojitra's user avatar
1 vote
1 answer
62 views

Pre Onboarding, if data is going to be required, should we get some or all of it up front during account creation?

I'm working on a fundraising app where the client wants the user to start creating the fundraiser details before creating the account. These data points setup the data to display. They are gathering ...
Hieuy's user avatar
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3 votes
2 answers
116 views

It is better to give a quick experience missing features or ask for details upfront to make the experience better?

I have a pretty complex financial app that allows users to add their accounts and then use various tools, calculations, reports and graphs with these accounts. The more accounts they add the better, ...
husseinSD's user avatar
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1 vote
1 answer
186 views

Recommended best practice for add/remove from a list during onboarding

Trying to understand what the best practices are for setup/onboarding use case like this. We're asking the user to customize their feed of newsletters in this instance; user can remove item from those ...
Juraj Pal's user avatar
3 votes
2 answers
81 views

Is it ok to hide the full settings until initial onboarding steps are complete?

We have a product with a bunch of available settings but only a couple are actually required to get started. To simplify things, I was going to hide all these settings behind a banner that drives the ...
Rohrski's user avatar
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2 answers
141 views

Changing login method from email/social to One-time password

There are existing users who login with their email or social accounts. How will existing users login if we get rid of social and email login?
URVISH BHATT's user avatar
1 vote
2 answers
974 views

Should the user be logged in when clicking on the verify email link?

I have a webapp with signp/signin User does a signup with email password or a sign in via Google Twitter Facebook or GitHub If user is new, then an email is sent to this user to verify their email ...
PirateApp's user avatar
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1 vote
2 answers
200 views

Onboardings and wizards - should I show the steps of the process?

So I need to design onboarding screens for a credit card company. I started to look around on different onboardings and collect ideas from different products such as Lemonade, Forward, Grammarly etc. ...
Uzi Cohen's user avatar
2 votes
1 answer
51 views

Blank states where multiple members can create content

We currently use a handful of blank states within the sections of our app to inform users about what things are, along with the benefits and a helpful example. The problem is that this is a team ...
Rohrski's user avatar
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0 votes
1 answer
98 views

Onboarding walkthrough or let them explore?

Working on improving the onboarding process of an app. It's a large app with multiple modules (think Atlassian), and I can't decide whether or not to start users off on the main dashboard to let them ...
Sam Thornton's user avatar
1 vote
1 answer
96 views

What is the design pattern name of onboarding popups jumping step by step (image)

we would like to implement functionality like below, but I cannot find out name of this ux pattern. Those screen is from GSuite admin but you can find it in many applications. It jumps step by step ...
Mateusz Przybylek's user avatar
1 vote
1 answer
709 views

How important explicit back and next buttons in onboarding?

I am designing on-boarding screen for android mobile app, I was looking at onboarding screens at dribble found that some of designs do not have back and next buttons, just have the dot indicator and ...
user158's user avatar
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1 vote
2 answers
252 views

Best practice for requiring an "access code" before user can use app

To put things into context, we have an app that lets users earn money by just learning. Because of this, we have to be quite strict about which users are allowed to sign up as we obviously have ...
Simon's user avatar
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0 votes
0 answers
157 views

Mobile Onboarding

I'm using a slider as an introduction screen for an onboarding flow in a mobile app. The slider represents content about the onboarding, while as the 'Next' button actually goes to an entire new ...
bntrns's user avatar
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3 votes
3 answers
220 views

What is the best way to verify passport?

What are the best practices of verifying passport in a web app? I'm currently designing a verification process where user has to take a picture of the passport and upload it. But pictures are usually ...
Aleksandr Avdeev's user avatar
0 votes
1 answer
4k views

When to shown app intro onboarding? before or after sign up

For mobile applications when it is good to show the app intro onboarding(slider with app features). I have seen some mobile apps showing app intro before signup process and most after. Which is most ...
user158's user avatar
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1 vote
2 answers
185 views

User Testing with onboarding

Should I User Test a new feature with it's onboarding? At the moment I do. Reason is, if I never test the onboarding part, how do I know if the execution is correct? Secondly, if I was to conduct ...
Rhys's user avatar
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1 vote
2 answers
91 views

Onboarding with many user profile fields - lengthy and detailed vs. short and essential?

So if you can imagine a dating app, the essentials are stuff like: gender, location, age, name, a photo Then say you have some optional fields that are pretty useful such as "looking for" - their ...
atkayla's user avatar
  • 223
0 votes
1 answer
150 views

How to effectively get data from onboarding process?

We currently have a very basic onboarding process when signing up for the platform. It consists of 3 screens: Welcomes you to the platform Asks to input personal data (Birthday, gender, city they ...
Velionis's user avatar
3 votes
3 answers
134 views

Force user to enter an address for location based services

I would be happy to hear your opinion on following topic: I am working on an IOT gardening system. Many of our features need the address of the user to work, because of weather data. At the moment ...
Becky's user avatar
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1 vote
1 answer
51 views

Reports/research about legalese texts

I'm looking for any reports or user researches done related to legalese text in software. Apart from curiosity I'm mostly trying to find efficient methods for showing EULA (minimizing confusion for ...
Cheezen's user avatar
  • 73
1 vote
2 answers
88 views

My iPhone app requires sellers to verify their email address and phone number, when should I do that?

I searched User Experience before posting this question. I saw a lot of related questions but not this one in particular. My organization is creating an app that permits users to sell a service or a ...
Peter Jirak Eldritch's user avatar
0 votes
1 answer
177 views

Onboarding experience for redesigned apps

Does anyone have thoughts or good examples (or even white papers) about how to approach onboarding experience for complete app redesign? The two considerations that we are trying to balance is help ...
Boris Volfson's user avatar
2 votes
1 answer
89 views

Best way to smoothly onboard whilst adhering to text message laws

Our team have just discovered the harsh laws surrounding the opt-in/opt-out for receiving promotional SMSs. Our current workflow is this (we are a prescription management application): User sees ...
Brad Walls's user avatar
0 votes
1 answer
134 views

Onboarding Process Deliverable [closed]

I have started learning about user on-boarding. Not sure what on-boarding pattern to use, though. Also, what are the deliverables?
mleaf's user avatar
  • 103
2 votes
1 answer
145 views

Center text if two lines but not if they're more

I ran into this issue when designing an onboarding screen. I have the headline centered and the [NEXT] button as well. When there are two (or one) lines of text I prefer them centered as the overall ...
Cheezen's user avatar
  • 73
2 votes
2 answers
82 views

Splitting required inputs into onboarding & further steps

This is my first question here so it`s nice to meet you ! I am working on a bigger desktop web application that handles events & I am having a difficult time trying to establish a wizard as I ...
Chris's user avatar
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0 votes
2 answers
880 views

Should I use email or phone number verification on an app onboarding process?

I am designing the onboarding experience for a job-posting app. We have two options of verification methods, email verification and mobile verification. We already plan to use email verification on ...
Chan Karunaratne's user avatar
1 vote
2 answers
177 views

when do I hide mobile onboarding hotspots

We placed a few hotspots in our mobile app, when clicked they show onboarding explanations about a component. If the user clicks on them, they will disappear, but what if he does't? is there a best ...
Eran Bar's user avatar
  • 1,010
2 votes
4 answers
757 views

What is the best practice to collect user interests after onboarding?

Im developing new social application mobile-first approach. My Signup \ Login is very short process (only user & email & password) and only if the user doesn't choose to use the provided ...
Zlil Korman's user avatar