How to design an effective onboarding UX?
So how do you design an effective onboarding UX?
The onboarding process must ensure that users understand the product's functionality and value quickly and clearly according to their needs, before they become bored with the complexity of the product.
A good onboarding UX cannot be designed by chance. However, if the right steps are taken, the probability of success increases significantly.
For example, UserGuiding lists the following key points about the steps in designing an onboarding UX
- Understand the needs and expectations of the user
- Draw up a customer journey
- Consider whether to be web-based or mobile
- Create and test prototypes
Understand user needs and expectations
Users may not be aware of it, but they have some needs and expectations when they interact with your product. When designing an onboarding UX for a new product, first conduct UX research on users' needs and expectations.
Specifically, this could include market research, research on case studies of similar products, interviews with existing users, etc. On the other hand, for existing products, in addition to the above, customer satisfaction surveys and NPS surveys that have already been conducted can also be used as a reference.
Draw up a customer journey.
Creating a customer journey is essential to ensure that all the goals of the onboarding process have been achieved and that there are no design issues. First, decide on the scope of the onboarding process. Determine whether you want to cover the entire product, a single website or app page, or just certain functions. Next, create personas - based on the results, or evidence, from the UX research in point 1, identify the user profile and create the final personas. Finally, list the touch points at which the persona will interact with the product. It is important to include the emotions of the user.
Ideally, you should also delve deeper into the user's needs and expectations from the UX research and reflect all elements in the customer journey map.
Consider web-based or mobile.
The design of an onboarding UX can be completely different depending on whether it is web-based or mobile.
For example, a user visiting a website is more likely to come to learn about a product, while someone downloading an app is more likely to already know something about the product.
This means that website onboarding, compared to apps, needs to first present the value that users will gain from using the product more clearly. With this in mind, a website starts with a marketing strategy that communicates the value of the product and ultimately leads to processes such as sign-up. An app, on the other hand, should focus on guiding users on how to use the product to meet their needs and expectations. What both need to do, however, is to provide excellent customer support. Users are more likely to stop using a product if they cannot find answers to their questions or solutions to their challenges.
Recognise that time is the most precious thing for users. Make it important to answer user questions and resolve issues in the most efficient way possible, starting with the help centre.
Create and test prototypes
Once you have chosen the subject of your onboarding UX, whether web-based or mobile, and followed the customer journey to ensure there are no outstanding issues, you have a nearly finished prototype. However, before releasing it, conduct another UX research to ensure that it meets the needs and expectations of the users identified in the initial UX research.
Specific methods include user interviews, A/B testing, remote usability testing and eye tracking. The key here is to decide on the objectives you want to reveal in your UX research based on user needs.
For example, do you want to know how long it takes users to finish onboarding, do you want to know if users are reaching their end goal, do you want to know how users are feeling, or do you want to know what else can improve the onboarding UX? Depending on these objectives and the size and budget of your project, you should choose your research methodology.
Thus, designing an onboarding UX requires continuous UX research, analysis of the results and improvement. Repeated research and improvement will help you deliver a good onboarding UX with attention to detail.
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