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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30 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 ...
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2answers
46 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 ...
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1answer
74 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 ...
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3answers
89 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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0answers
29 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 ...
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2answers
67 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 ...
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1answer
89 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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1answer
70 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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1answer
79 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?
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1answer
63 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 ...
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2answers
50 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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2answers
93 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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1answer
95 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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4answers
201 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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1answer
85 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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1answer
174 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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2answers
504 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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2answers
66 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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4answers
354 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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3answers
190 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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1answer
215 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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3answers
100 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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1answer
55 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 ...
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1answer
129 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 ...
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2answers
87 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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1answer
361 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 ...
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1answer
292 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 ...
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1answer
103 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 ...
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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 - ...
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1answer
138 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) ...
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1answer
69 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 (...
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3answers
130 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 ...
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1answer
922 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 ...
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1answer
146 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 ...
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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 ...
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0answers
298 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 ...
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2answers
155 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. ...
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3answers
125 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 ...
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4answers
461 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 ...
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4answers
199 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 ...
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2answers
422 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 ...
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1answer
59 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 ...
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3answers
274 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 ...
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2answers
81 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 "...
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5answers
4k 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?
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1answer
125 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 ...
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2answers
417 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 ...
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3answers
615 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 ...
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2answers
108 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 ...
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4answers
690 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 ...