Create compelling onboarding experiences by following these industry best practices.
Less is more
Just because you can onboard in-product doesn’t mean you should. Showing fewer features to a user means you can focus more on each one. Choose what to onboard based on data and insight - and use the decision tree - to build compelling in-product onboarding experiences.
Use multiple touchpoints
Use multiple onboarding touchpoints to help users get the best experience at appropriate times in their user journey.
Don't overload the experience
Be conscious not to overload the onboarding experience — Reserve onboarding for the most critical features.
Allow users to dismiss
Persistent prompts can annoy users. Dismissing an onboarding component should be seen as an acknowledgement.
Context is key
It can be tempting to show users everything right away. But it's important to let them explore and discover features naturally.
Let users discover things in context
Stagger features, so they're prompted/discovered in context.
Don't be overly intrusive
Avoid over-using intrusive methods like modals and banners. Users are less likely to engage with content if it's presented out of context or obstructs their journey.
Simplify and guide
Where possible, simplify visuals and copy down to the essentials. Give users actions or goals.
Use simple illustrations
Explain benefits and concepts through simple illustrations where possible.
Don't overcomplicate things
Avoid complex instructions. And write in plain language.
Document and monitor your onboarding experiences
It can be difficult to track multiple onboarding experiences. Keep documents up to date and reassess your onboarding with every launch. Track and monitor analytics to help future prioritisation.
Don't neglect existing users
It's important not to neglect your existing users. Instead, use onboarding throughout the product lifecycle to ensure they continue getting value from your product.