How to On-board New Users: Five Creative Approaches

by | Nov 8, 2016 | Customer Experience

Customer onboarding – educating new customers about your product or service – is an important part of building lasting customer relationships. Understanding how to onboard new users will help you form an excellent first impression. Here are five creative approaches:


1. The ‘Quick Browse’ Approach

This common onboarding method involves giving new users the opportunity to browse through your product or service’s features quickly. This self-directed approach is appropriate for products that have common features that don’t require too much hands-on tutoring.

You can convey the best parts of your product in bite-sized parts with the quick browse approach. A further benefit is that you can use this opportunity to convey a consistent visual style, making your brand memorable. This approach is the easiest to understand and is developer-friendly. You can simply introduce features across a series of swipe screens on a landing page, however, you should be careful not to use this approach where interactive onboarding would be more instructive and fruitful.


2.The ‘Fresh Concept’

Think of this method like inflatable armbands – you help the user test the waters and get comfortable before they dive into your product’s deep end. Guide users through their first steps. This approach is effective for a novel system for approaching a task (such as language learning, for example).

A benefit of this approach is that users can learn at their own pace, making it an effective onboarding method for education-related services.


3. The ‘Speed Date’

This onboarding approach is excellent for gathering personalisation data that will help you hand-tailor UX to individual users’ needs. At first interaction, you collect user profile and account information. This is a convenient approach for apps that need plenty of personal information for the user to start. Dating websites, for example, are a prime example.

Social sign ups provide one way to collect personalisation data without being intrusive. When someone signs up for your app via social media, you get information such as name, photo, email address and location – all information you can use to enhance your users’ first experiences.


4. The ‘Learn By Imitation’ Approach

For this onboarding method, you instruct users via interactive examples that lead them through the tasks they want to achieve. A music streaming app, for example, might lead users through a process where they tap icons labelled with their favourite genres and/or artists to get music recommendations. The same app could walk users through creating and sharing their first playlists.


5.The Upselling Approach


This is a particularly useful approach for service and subscription-based businesses. First, give new users value. Then hint at how much more value they will enjoy once they unlock paid features. The benefit of this approach is that it can boost your revenue. The downside is that users’ expectations will increase once they have paid to access greater value.


Need help to create a series of great first impressions for your product? Speak to Interact RDT today about how we can assist.


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