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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.

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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 ...
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1 answer
51 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 ...
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1 vote
3 answers
86 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 ...
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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 ...
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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? ...
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3 answers
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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 ...
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3 votes
3 answers
81 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 ...
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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 ...
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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 ...
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195 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 ...
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1 vote
1 answer
57 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 ...
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2 votes
1 answer
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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, ...
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1 vote
1 answer
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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 ...
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3 votes
2 answers
76 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 ...
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  • 381
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2 answers
68 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?
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2 answers
344 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 ...
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2 answers
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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. ...
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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 ...
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1 answer
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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 ...
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1 vote
1 answer
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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 ...
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1 answer
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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 ...
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2 answers
163 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 ...
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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 ...
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3 votes
3 answers
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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 ...
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1 answer
2k 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 ...
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2 answers
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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 ...
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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 ...
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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 ...
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3 votes
3 answers
123 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 ...
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1 answer
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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 ...
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1 vote
2 answers
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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 ...
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0 votes
1 answer
145 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 ...
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2 votes
1 answer
85 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 ...
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1 answer
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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?
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2 votes
1 answer
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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 ...
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2 votes
2 answers
71 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 ...
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2 answers
584 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 ...
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1 vote
2 answers
167 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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2 votes
4 answers
572 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 ...
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5 votes
1 answer
102 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 ...
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1 answer
356 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 ...
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2 votes
2 answers
920 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 ...
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2 votes
2 answers
79 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 ...
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2 votes
4 answers
485 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 ...
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3 votes
3 answers
223 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 ...
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2 votes
1 answer
305 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 ...
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3 votes
3 answers
109 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 ...
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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 ...
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3 votes
1 answer
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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 ...
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1 vote
2 answers
132 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 ...
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