A List of Onboarding Pilots Check Again When Last Time Sent and Go From There
When it comes to improving product adoption, a product onboarding checklist is one of the most effective tools for PMs. A peachy checklist guides your users through various tasks. Information technology helps them identify central features of your product, and it means they start getting value from it right away.
Building a checklist is easy. Tools like Userpilot tin help you implement ane into your product in no time at all (and without lawmaking).
Edifice a checklist that is effective, however, tin can be a lilliputian trickier.
Here are some tips to use when building your user onboarding checklist:
Tip #i: Keep Your Product Onboarding Checklists Simple
The whole point of a checklist is that it takes a fairly complicated and drawn-out concept and then breaks it down into a series of simple tasks.
For an email newsletter tool, for instance, the checklist may help guide users towards sending their first email. This tin can exist a fairly circuitous task if you're new to the product.
A checklist would break it downwards into dissimilar mini-tasks. You'd stop upwards with something like this:
- Import your audition.
- Choose a template.
- Create your email.
- Schedule your email.
- Send your entrada.
By breaking large goals into manageable tasks, you go far easier for your users to follow the steps.
It's also worth remembering that your user doesn't accept much experience with your product at this early stage. That makes it even more important that you lot proceed it elementary.
In this example from GrowthMentor, you can come across how each of the items on the checklist is simple and straightforward.
Added together, however, the items combine to aid the user make full out their contour and get started with the platform.
Request users to "Fill out their contour." and leaving information technology at that wouldn't be equally constructive.
Breaking it down into elementary tasks helps the user understand what they need to do, and also makes information technology seem much more manageable as a result.
Tip #2: Give Your Users A Headstart
There'south an old joke that y'all should start every to-practice list you brand with "Create to-practice list." That way you've already fabricated progress.
Well, it turns out in that location's some truth to that joke.
There'southward a psychological phenomenon chosen the "Endowed Progress Effect". In unproblematic terms, it means people are more likely to consummate a task (or series of tasks) if they feel they've already made progress.
This presents an opportunity for a great little hack you can use to raise your user onboarding checklist.
Just checking off the offset item on the listing is enough to motivate users to take the next pace.
A famous example of this in action is when you receive one of those stamp cards from coffee shops. Yous become a stamp every time you buy a java. 10 stamps and you get a drink for costless.
I've got plenty of unfinished cards like this lying around. Turns out I would be much more likely to collect those stamps if I'd be given a couple up-front.
That'south an example of endowed progress. It makes you feel similar you've already fabricated progress towards your goal.
Here'due south an example more relevant to SaaS products:
When you first sign upwardly to PayPal, that first "Account created" stride will already be checked off.
Fifty-fifty though that first step is literally just creating the account, it's enough to motivate you onwards to step 2.
If you're going to use a progress bar (run into "Measure Your User's Progress") then that provides another risk to use endowed progress in your user onboarding checklist.
Simply make sure the bar starts part-manner along, say 10%, and so that your user feels they've already made progress.
Kickstarter apply this to great upshot, showing a progress bar towards a project's funding goal.
If somebody sees that the bar is already close to the end, they're more probable to invest in the projection.
Endowed progress is a powerful way of improving the effectiveness of your user onboarding checklist.
[For more psychology hacks you lot can utilize in your onboarding, check out this commodity .]
Tip #3: Calculation A Progress Bar To Your Production Onboarding Checklist
If you take a lot of items on your user onboarding checklist, information technology can be a little overwhelming for your users.
This tin often lead to them simply ignoring the list birthday and that can have a fairly big impact on the success of your onboarding.
A adept manner to make things clearer for your users is to add a progress bar to your checklist. This provides a couple of benefits.
Firstly, it provides your users with a articulate indication of how they're getting on with your production. Seeing that you've completed 50% of the onboarding is far more enticing than seeing you've completed 5 out of 10 tasks.
Secondly, it provides farther incentive. As that bar moves steadily closer to the end, information technology encourages your users to bear on. They see a direct alter in response to their actions.
If, for example, one of the steps on your checklist was to add an email signature, the user wouldn't really gain whatever value from that until they came to send an email.
By moving the progress bar along in one case they complete that stride, they can encounter that they're on the correct runway. In this example, the value comes from seeing their progress, as opposed to the product.
A progress bar, therefore, works extremely well when your checklist is relatively long, or when the tasks don't provide immediate value to the user.
This example from Storychief is swell:
The progress bar sits prominently in a higher place the checklist, and clearly shows the user's progress. It too has an encouraging argument — "Yous are about there!" — to help motivate the user further.
Progress bars enable your users to measure their progress, and inspire them to go along towards the goal.
Tip #4: Plow User Onboarding Into A Game
Anybody likes to experience like they're playing a game, especially when they're at work.
When a user starts trying out a new SaaS app, the last thing they want is a checklist of fifty-fifty more chores they need to get washed.
In some cases, a checklist might even put your users off. They might meet the tasks and immediately decide that it can wait for another 24-hour interval.
Sometimes those users don't ever come back.
To gainsay this, you can utilize gamification to plow even the about mundane checklist into something fun for your users.
Gamification is, as the proper noun suggests, the process of turning something into a game.
Y'all can do this in several dissimilar ways.
One mode is to literally turn your app into a game. Habitica does this perfectly. Information technology may seem like your standard task manager app, helping you to form expert habits.
Nether the surface, withal, is a part-playing game where users can collect items like armor or golden to level upwards and go more powerful.
Users obtain these items past completing existent-world tasks, and by engaging with the app. This is a not bad example of how gamification can influence your users' behavior.
The other, more usually used, way is to gamify your user onboarding checklist.
You can exercise this by adding badges, points, or even common cold hard greenbacks to each task. When a user completes a job, they get a prize.
Here's an instance from Khan Academy:
The folks at Khan Academy want people to continue learning through their product, so they've included a range of badges you tin unlock.
The more yous utilize Khan Academy, the more badges y'all get, and the better your contour looks to visitors. People beloved to bear witness off, so whatsoever way y'all tin help them practice that volition piece of work wonders.
Another way is by enabling users to level upwardly as they use the app, equally Databox does in this case:
Everyone likes the idea of levelling upwards, and this is a nifty fashion of tying personal development into prolonged utilize of the production.
The example from Databox is also a cracking illustration of using progress bars (see "Measure Your Users' Progress).
Turning your user onboarding checklist into a game is a fantastic fashion of encouraging your users to work through the tasks.
Tip #5: Provide A Quick Win
How many times practise you put off a task, only to find out it wasn't really that difficult in the first place?
If yous're annihilation like me, you do information technology far too oftentimes.
People often have trouble starting new tasks or projects, considering they call up information technology'due south going to be hard, take a long time, or considering they tin't see the value in information technology.
Your user onboarding checklist is no unlike. A lot of users volition have one look at it and think, "There's no style I'grand doing that now!". Then they log off and never return.
Checklists can exist overwhelming, especially with more circuitous products. That's why it's all-time to provide your users with a quick win upfront.
This provides the momentum your users need to behave on working through the rest of the tasks on the checklist. It also utilizes the endowed progress upshot (see "Give Your Users A Headstart").
If you tin, brand the quick win something that is integral to your product.
Evernote, for example, have "Create your first note" as the first item on the checklist.
They then make it incredibly easy to do exactly that.
This provides Evernote users with an instant win, plus introduces them to the main characteristic of the app — note taking.
Giving your users a quick win helps provide them with the motivation they demand to deport on working through your user onboarding checklist.
Tip #6: Employ The Right Words On Your Product Onboarding Checklist
The copy y'all use on your user onboarding checklist is 1 of the most important aspects to consider.
It needs to do several things all at one time, and y'all don't have much infinite to play around with.
Firstly, information technology needs to focus on an activity. The whole point is that your users take action when they work through the checklist, so you demand to exist clear about what you want them to do.
If you desire them to add a profile motion picture, so don't beat out around the bush and say something like: "Customize your contour." That doesn't really mean anything.
It'due south far improve to be specific and say something like: "Add a contour picture." That way your user knows exactly what they're supposed to do.
Secondly, you need to provide a reason why. If you just ask your users to do something without explaining how it helps, they'll be less motivated to do it.
Let'southward keep with the profile pic example from in a higher place.
Adding a profile picture might not be very important to our users. So, we need to explain why adding a photo is a skillful idea.
We might say: "Add together a profile moving picture. Profiles with a picture receive xxx% more engagement."
This style our users will understand how completing the job will help them.
Finally, your user onboarding checklist re-create needs to reflect your brand's personality.
Sounding like a robot isn't going to piece of work. Unless that's the look you're going for, of form.
Don't be afraid to utilise informal language, or even emojis, to aid brand your checklist every bit convenient every bit possible.
Here's a fantastic example from Skedsocial:
Their target users are Instagram influencers, and then they have a fun, calorie-free-hearted tone of vox. You can see how they use emoji to inject a bit of fun into their checklist.
Use your words wisely, and your checklist volition be much more than effective.
The Perfect Product Onboarding Checklist
A groovy user onboarding checklist guides the user through the key parts of the product, providing value forth the way.
The tips I covered in this article volition help maximize the effectiveness of your checklist.
To epitomize, they are:
- Keep information technology unproblematic.
- Requite your users a headstart.
- Mensurate your users' progress.
- Turn onboarding into a game.
- Provide a quick win.
- Use the right words.
If you need help actually creating and implementing your user onboarding checklist, then why not volume a demo with Userpilot and get started right away?
Got whatsoever other tips or tricks to assist improve user onboarding checklists? Permit me know in the comments.
About the Author
Joe is a UX and content writer, with several years of experience working with SaaS startups. He's been working with SaaS startups that are focused towards product management and client success for the by couple of years.
Source: https://userpilot.com/blog/user-onboarding-checklist-tips/
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