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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3
votes
2answers
164 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
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2answers
764 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 ...
0
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2answers
1k views

Asking for a phone number + type of number

I'm working on the onboarding steps a user has to go through to access a service. I cannot say much about that service. Let's say that it gives them access to some kind of high-end customised services....
1
vote
1answer
263 views

Dealing with skipped onboarding tutorial

Background: I'm designing an onboarding tutorial for my app. You can think of my app as a text editor. The tutorial guides the new user through the basics, but can be skipped at any time. I want to ...
1
vote
2answers
105 views

Executing usability tests on a system which has on-boarding. Should the users be aware of this?

Planning on running usability tests with a product that has an extensive on-boarding tutorial/process. Of course the actual product will allow the users to skip such steps however the product it self ...
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
604 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 ...
3
votes
4answers
379 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 ...
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 ...
3
votes
2answers
416 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 ...
1
vote
0answers
78 views

Multiple tutorials for new users based on level of expertise

Our company is preparing to launch a web app, and we are trying to decide on the right tutorial/onboarding process for new users. In our user testing, we have seen that the app itself is relatively ...
1
vote
2answers
734 views

How to present users with multiple service options?

We currently have a marketplace that allows users to create a project, enter specs and service providers fulfill the service. We want to show a new option on our website which is to provide a ...
2
votes
2answers
391 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 ...
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 ...
2
votes
2answers
109 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, ...
0
votes
1answer
42 views

Best practices for a low threshold signup to a discussion board with sensitive content

I'm working on a discussion board for a sexual health site. We want it to be a safe place for people to ask and get answers/discussion on sensitive topics of sex, relationships, and rights. We want ...
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, ...
2
votes
1answer
131 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
1answer
50 views

Use of website / computer to setup mobile app?

Suppose you have a strictly mobile app that requires the users to go through a setup process involving a fair amount of text input. Does it make sense to request the user to complete the setup on a ...
0
votes
1answer
139 views

How to best structure web flows consisting of multiple paths and goals [closed]

We have a process where a user uploads a file and then is shown a results page with information we've gleaned from their file as well as the option to: explore search results related to their input ...
1
vote
2answers
240 views

What's the best way to display options within options within options in an onboarding process?

I am creating an onboarding process where the admin dictates requirements for it's members. They start by selecting from a list of identifiers [ ] Meat [ ] Poultry [ ] Seafood [ ] Produce Then they ...
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 ...
5
votes
2answers
614 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. ...
6
votes
2answers
958 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 ...
0
votes
1answer
93 views

Restricting users site access until account completion

I'm redesigning a site that requires a fair amount of information from users (because it deals with finance, our company is required to have KYC and AML procedures etc). The site flow for new users ...
1
vote
1answer
94 views

Live filters vs Q and A

I'm designing a "recommendation" experience and was wondering if anyone has data or results on the use of live filters (where the user sees results as they choose parameters) versus Q and A (where the ...
0
votes
1answer
57 views

Our event has it's own brand and site, but I need users to create a profile on our main site

We have a pretty successful event, but I've never been happy with the onboarding process. We have a separate event and brand for our event, lets say www.event.com. In order to particpate, you must ...
2
votes
3answers
348 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 ...
3
votes
3answers
213 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 ...
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 ...
2
votes
2answers
101 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 ...
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 ...
1
vote
3answers
152 views

How should I approach a video tutorial for a responsive web app?

When creating tutorials (video or otherwise) for a responsive web app, what size should I show the interface at? Mobile? Desktop? Should they be separate videos?
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 ...
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 ...