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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35
votes
2answers
9k views

Best practices for UI that introduces new users

I'm working on an onboarding UI to help new users get familiar with our platform and I was thinking about some good ways to implement it. From what I have come across so far, it seems that many ...
17
votes
4answers
1k views

Discovering new features

I work with a web-based platform with lots of data and various tools to view the data, perform analysis. Users are often impressed by one or two features and stick with them. The platform adds new ...
14
votes
7answers
9k views

Should my app send a confirmation email on user registration?

I'm grappling with the user registration experience for my application. I'm considering this model: User enters... Username Password Password confirmation Email address The app displays a message ...
8
votes
2answers
344 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 ...
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 - ...
6
votes
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?
6
votes
2answers
961 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 ...
5
votes
2answers
618 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. ...
5
votes
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 ...
5
votes
1answer
410 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, ...
4
votes
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 ...
4
votes
1answer
363 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 ...
4
votes
1answer
175 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 ...
3
votes
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 ...
3
votes
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 ...
3
votes
4answers
388 views

Onboarding suggestions for a redesigned web app?

I'm beginning work on designing the onboarding process for a redesign of one of my company's products, a platform for managing websites and other related services. Are there any best practices for ...
3
votes
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 ...
3
votes
2answers
112 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?
3
votes
3answers
214 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 ...
3
votes
2answers
784 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 ...
3
votes
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 ...
3
votes
2answers
165 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 ...
3
votes
2answers
429 views

How do you create onboarding logic for first time user experience?

Are there any good resources for writing logic for a series of coachmarks for onboarding users? Specifically, actions that trigger a coachmark in a series, how long they are shown, when they are ...
2
votes
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 ...
2
votes
3answers
241 views

How to illustrate an “UX approved” stamp?

I'm looking for a ways to convey the idea of good vs. bad* UX design and features. In order to offer a UX stamp(s) to my girlfriend as she is a Human Factor Engineer. The idea is neither to ...
2
votes
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 ...
2
votes
1answer
153 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
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 ...
2
votes
3answers
351 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 ...
2
votes
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 ...
2
votes
2answers
141 views

Best way to do private invitations to games or collaborations?

I have a site where users can create a sort of session where they can handle data privately but I would like to allow my users to invite external users who may not be part of the site to collaborate ...
2
votes
1answer
605 views

what kind of questions should i ask the user during the user interview to get insights for revamping website on-boarding?

this is my first week working in a startup as a ux strategist for the very first time. previously i've been working in an digital agency for 4 years. it's been hard to shift my mindset from a ...
2
votes
2answers
102 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 ...
2
votes
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 ...
2
votes
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 ...
2
votes
4answers
202 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 ...
2
votes
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 ...
2
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 ...
2
votes
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 ...
2
votes
2answers
393 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 ...
2
votes
2answers
111 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, ...
2
votes
1answer
133 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
4answers
463 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 ...
1
vote
1answer
926 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 ...
1
vote
2answers
47 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 ...
1
vote
2answers
423 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 ...
1
vote
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 "...
1
vote
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) ...
1
vote
3answers
276 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
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 ...