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Questions tagged [onboarding]

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

0
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1answer
49 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?
2
votes
1answer
59 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 ...
2
votes
2answers
36 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 ...
0
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2answers
59 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 ...
0
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1answer
56 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 ...
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0answers
30 views

Migrate users to another site

Are there any best practices and samples or benchmarks for a process around migrating users from one site which will take down its service to an entirely another site? Your ideas and suggestions are ...
2
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4answers
146 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 ...
5
votes
1answer
67 views

Getting large amounts of information from users

Say I have an app that requires a lot of information or insights about our users to function, what is considered the best way of going about this? Thinking about forms, they would be too large and ...
0
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1answer
104 views

New dashboard feature walkthrough

I am currently designing a new dashboard feature for a data-driven recruitment managers. Feature should allow them to manage costs of their current positions and edit/delete/view them for a more ...
0
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0answers
49 views

Should I be Implementing dedicated permissions request screen for an iOS app?

I want to know how to effectively ask for user location (or other sensitive/annoying permissions) in a modern iOS app. I have a client with an app which is heavily reliant on user location via ...
2
votes
2answers
357 views

What's the name of this vertical carousel UI element?

This 'vertical carousel' pattern seems really powerful for 'how it works' sections since, unlike a horizontal carousel, you can easily read through the steps without interacting with it. We're ...
1
vote
0answers
46 views

Mobile on-boarding - Single page instructions instead of multiple paging

I'm building a mobile app where the user needs to copy link from a different app and only than open my app. My app detect the link when the user open the app and than he proceeds using it. The steps ...
3
votes
4answers
321 views

When to ask for phone verification?

This is related to a food ordering/takeout mobile app. Currently, users create an account immediately in order to access the app, and it is required that they verify their phone # to prevent duplicate ...
3
votes
3answers
153 views

Where to land after the onboarding process?

I'm developing a social media app and I'm currently mapping out the onboarding process. My onboarding process won't include fulfilling profile information, adding profile pictures, etc. in order to ...
1
vote
1answer
174 views

Using Sample data for User Onboarding

I am currently working on the onboarding of a recruitment application. Modules in this application are inter dependent. If want to create a job opening, I have to create a Candidate first. In the ...
3
votes
3answers
92 views

Signing up before or after creating a listing — which performs better?

I'm working on a marketplace site where a user can be a buyer, a seller, or both. Right now I'm focusing on onboarding from a seller's perspective. Think about sites like AirBnB, Ebay, or Etsy, where ...
0
votes
1answer
49 views

App on-boarding via contextual imagery

I am in the process of identifying suitable methods for on-boarding users on what is in effect a "shopping" app. I would like to configure the app to the needs of its current user by finding out what ...
3
votes
1answer
122 views

What is the common name for this type of multiple option journey?

I stumbled upon this beautifully user-friendly, human-speaking quotation journey ceda-nepal.com/cost-calculator/ and I couldn't find any article about this kind of journey. I am currently designing a ...
1
vote
2answers
84 views

Partial sign up

Trying to figure out whether to go for a one or two step sign-up process for a mobile app. 1st step Thinking of letting the user to sign up with just the e-mail and password upon which an "User" is ...
3
votes
1answer
264 views

Email as a service, should I send verification emails on signup?

Is it worth it for an email as a service platform to use verification links? and How negative of an impact have verification emails had on user signups in the past? I have an email as a service ...
1
vote
1answer
289 views

How to add sample content when onboarding new users?

Our app allows users to create projects. After a user has signed up, they're dropped into the "select project" screen with a "Getting Started" project: This "Getting Started" project is "content as ...
1
vote
1answer
97 views

What is an ok rate on unconfirmed emails?

We are running an online platform which requires a signup from the user. After completing the signup flow, the users is prompted to confirm her email. Without confirmation, the users can't use the ...
7
votes
2answers
1k views

Sign up and onboarding

We have a big project management web app. Before the user can use the app, we have some steps to complete, like: 1 - Signup - 6 fields (Name, Email, Password, Job Role, Phone and Captcha) 2 - ...
1
vote
1answer
129 views

Best way to get a user to sign up via an app

I am developing an app, which allows a user (Leader) to develop plans for many other users (followers). The Leader will be able to update a follower's plan (and the follower receives a notification) ...
0
votes
1answer
64 views

Should I allow unconfirmed users to store a credit card?

I'm currently building a site where a user can sign up, and amongst other things, opt-in to a paid subscription for a selection of products. Currently, my workflow has the following steps: Sign up (...
1
vote
3answers
111 views

mobile interface for assets distribution

Hello there and thanks in advance for your help. Background: I am designing a financial mobile app that will allow users to invest in private equity. By law (French in this case) to invest it is ...
1
vote
1answer
672 views

How should Android back button behave when it's not possible to go back to previous screen?

I'm designing an on-boarding process and it is not always possible to go to the previous screen with the Android back button. So in this case I have two options: Let user know that is not possible to ...
0
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1answer
137 views

User entry point after quiting the onboarding process

I am designing the onboarding flow for a mobile application. The first image below shows a simplified version of the flow. The application consists of two parts; the onboarding for new users and the ...
3
votes
1answer
34 views

How effective in terms of conversions is a logged out user profile creation?

I am designing a responsive website (app in phase 2) whose target audience will be 25-45yo parents/educators. We want users to be able to browse the website without login barriers but ultimately we ...
1
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0answers
249 views

After Onboarding · Account Activation Flow for E-Commerce

I've been asked to re-UX (and also re-UI) the flow, just after the Onboarding process of new customers/users/accounts for a wineshop e-commerce. Basically I'm talking of 7 different possibility that ...
1
vote
2answers
143 views

How to optimize user onboarding for an app without a login

Designed an app to help users quickly create printable user personas. The app doesn't require a login, but rather a unique url is created which allows users to to view and edit their personas later. ...
0
votes
3answers
123 views

How to tell users to sign up with our technology partner during onboarding?

We are developing a mail campaign product on top of our Technology Partner (Say mailgun ) , The user who sign up for our product should sign up with Mailgun as well to send the campaigns from our ...
1
vote
4answers
393 views

How to ask user to fill out a short form after first log-in?

We need to ask the user for additional mandatory information after their first log-in because we don't want to overwhelm them on the registration page. How do we do it so that it's not annoying.. and ...
2
votes
4answers
189 views

Is it ok to introduce subscription plans to the user while they are signing up?

Background: I am working on a commercial mobile app with some opening in the retail market but not a typical consumer app. Users would need to sign up to start exploring what the app can do. This app ...
1
vote
2answers
344 views

How can I design a 'checkbox experience' for a message/text based bot?

I'm looking to design decent solution for reflecting 'checkbox functionality' in Slack. I'm working on a bot and during the onboarding process I need the user to set some preferences while talking ...
0
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1answer
55 views

When to ask invited users to register?

I work with a SaaS B2B company and I'm currently working on enhancing the onboarding experience for invited users to use the app. Note that we want to learn about the user from the beginning so we can ...
1
vote
3answers
188 views

How to show several log-in and sign-up options (mobile app)?

I'm just wondering, how do you deal with a sign-up / login page that has a lot of options? As in below, after the onboarding, the user can sign-up / log-in in 3 ways. Is this too overwhelming or is ...
1
vote
2answers
77 views

How to minimize onboarding steps for mobile apps when invited/added by another user?

Here's the best we have right now. It's 7 steps for UserB. We use email address for usernames. Can we do better? UserA adds UserB, in app, via email address. UserB receives welcome email. Subject "...
5
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5answers
3k views

Sign in / register UI in a modal or separate page

Is there any research or best practice guidelines on the most appropriate solution for this UI from an experience perspective? Are there known advantages and disadvantages of each?
0
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0answers
121 views

Welcome Email for new admin level users

I am designing a welcome email for the administrative level users. I am wondering what is the pro/con of combining the administrative details (username / password ) into a welcome e-mail. By saying ...
1
vote
1answer
124 views

Is delaying password setup after the signup a good thing?

In order to reduce the signup friction on our website, we are planning to delay the need for the users to set their password to a later step by asking them only their email address at the moment they ...
0
votes
2answers
398 views

Dashboard for new users

I would like to ask what is the best solution for onboarding users dashboard. Scenario A when user login i will show them a big image to tell them that must add subscribers. when they add 2 ...
1
vote
3answers
518 views

Usernames, Display Names, Full Names - how to onboard

In the app I'm designing there are currently only display names. Since these are not unique, it can be hard to distinguish. With this in mind, full names are going to be implemented alongside display ...
5
votes
2answers
107 views

Airbnb: gradual engagement on web app but not on mobile app - rationale ?

Airbnb lets you search for places on their web app until you want to contact or book it. Then you have to create an account and go through the sign up process. In the android app, you have to sign ...
1
vote
4answers
431 views

Sanitizing input of names

I'm working on the onboarding of my web app and I'm wondering how to sanitize user input for data fields such as the name or the business name. Initially I limited input to only letters and numbers ...
-1
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1answer
85 views

What is your feedback on the attached screenshot? [closed]

This is a Tutorial screen which shows up to a first time user to help them understand the process. Can you please help us with your feedback?
3
votes
2answers
108 views

When is the best time to collect login credentials during registration?

On a long, multi-screen registration flow, is it better to collect login credentials at the start, at the end, or when the user chooses to save their application and return to it later?
0
votes
2answers
126 views

How do product designers experience onboarding?

It's very important to play around and experience a feature in the wild for iterative process. Once you've designed onboarding which includes getting started tooltips and emails, it's difficult to ...
3
votes
2answers
150 views

Ordering of an Eligibility Funnel during application onboarding process

I am designing an onboarding/registration process for a mobile app/service that has fairly restrictive qualification requirements. Over time, these requirements will be come substantially less ...
4
votes
2answers
622 views

Is video onboarding a good idea?

Our target users don't have much experience with mobile apps and are familiar with Whatsapp or couple more apps at max. So, I've been thinking of showing 'how to use app' video(gif) during the splash ...