15/06/2020
How to get On-boarding right. Or, how can we get people up and running with our products.
This will be a two parter. The first part (which you are currently reading), will be about digital on-boarding. The next part will be about physical on-boarding, or Unboxing. So let's get started.
Every online product has a learning curve. No one was born knowing how to use windows 95 or make transfers using their bank website. Even the most intuitive products need some sort of explanation as to how they are used. Even if that explanation is nothing more than a cleverly placed sentence or a button that says: 'Press Me'.
That being said, there are a few basic guidelines that should always be adhered to:
On-boarding Isn't Magic
If your product is too complicated or hard to understand, you need a UX expert to help you with the interface (we can help you with that). No one wants to sit through a two hour course on how to use a complicated product. Great on-boarding enhances great design. It should not be expected to correct poor design.
As a rule of thumb, if the customer hasn't completed their basic tutorial phase withing a handfull of minutes, perhaps something needs rethinking. This isn't always the case, but should warrant some serious thought.
Action and Value
The first steps in any new product will determine how customers interact with that brand in the future. Great on-boarding takes the customer's hand and walks them through their first actions. Each action must also give value to the customer.
Don't create throw away scenarios that get reset at the end of the tutorial. Show customers how to use a feature, and as they do, let them enjoy its full value. This will strengthen the action in the customer's mind, and keep the experience positive.
Get the Habit Train Going
A short on-boarding process isn't enough to create a habit in the mind of the customer, but it is enough to get them going. Show them how to take an action, and let them enjoy the reward of value and success. That action and reward will flood the brain with Dopamine (the motivation hormone).
Actions that are often repeated in the system, can have their response positively set during the on-boarding process, and then repeated to create a habit in the future. Assuming, of course, the action will continue to generate value as the customer continues to take it.
A great on-boarding process is all about creating excitement while teaching people something new. Done right, it will be quick, positive, and get people going on the right foot.
Have a product that needs a clever on-boarding process? We're here to help
www.theinsightcompany.net
Photo by Tyler Lastovich on Unsplash