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User Onboarding

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Best Practices

2:45 with Hope Armstrong

Learn best practices for user onboarding.

Onboarding best practices

  • Keep it brief
  • Provide a way to skip the onboarding whenever feasible
  • Provide a way to revisit the onboarding
  • Give a completion estimate
  • Measure success

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    Now that you have a bunch of onboarding patterns in your toolbox, 0:00
    you may be wondering, what are the best practices? 0:04
    Keep it brief. 0:08
    Provide a way to skip the onboarding whenever feasible. 0:10
    Provide a way to revisit the onboarding. 0:15
    Give a completion estimate. 0:18
    And measure success. 0:21
    Up first, keep it brief, be concise and don't cognitively overload the users. 0:23
    The longer it is, the more likely the user will skip the onboarding and 0:30
    miss out on important information. 0:34
    On the other hand, provide a way to skip the onboarding. 0:37
    While you ideally want users to go through the onboarding, 0:41
    don't force it unless it is truly a requirement for getting set up in the app. 0:45
    Users like being in control. 0:51
    Provide a way to revisit the onboarding. 0:53
    Sometimes users dismiss a tour on accident and it isn't clear how to get back to it. 0:56
    If you're asking users for their interest, recognize that they likely will change 1:02
    over time, so allow them to revise their interests later. 1:07
    To mitigate users skipping the onboarding, be upfront about the length and 1:12
    provide a completion estimate. 1:16
    This can be as simple as including dots to indicate the number of slides. 1:19
    Or a progress bar to show the users progression through a guided action. 1:23
    Lastly, measure success. 1:28
    When conducting user research, 1:31
    use paper prototyping to test the onboarding experience. 1:33
    Get the user talking about why they didn't notice, or 1:37
    interact with a particular feature. 1:40
    When rolling out the onboarding in a live app, set it up as an A/B test. 1:43
    The control can have no onboarding, 1:48
    and you can compare it to the experiment variant which has onboarding. 1:51
    Compare these two user cohorts to see how engaged they are, 1:56
    their retention rate, feature adoption, and so on. 2:00
    Aside from doing an A/B test, 2:05
    you can also measure how many users are completing the onboarding surveys. 2:07
    Are most users exiting halfway through? 2:12
    Consider iterating on the flow to improve completion. 2:16
    And above all, see if there's a correlation with onboarding completion and 2:20
    app engagement. 2:24
    That will ultimately let you know if the onboarding experience 2:26
    is making a difference. 2:29
    All right, that's a wrap for this course. 2:32
    I hope you enjoyed learning about user onboarding. 2:35
    And you can go forth with several UI patterns in your toolkit. 2:38
    Check out the teacher's notes for further reading. 2:42

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