{"id":102452,"date":"2023-01-13T07:35:17","date_gmt":"2023-01-13T15:35:17","guid":{"rendered":"https:\/\/thegood.com\/?post_type=insights&#038;p=102452"},"modified":"2024-11-27T06:49:13","modified_gmt":"2024-11-27T14:49:13","slug":"best-onboarding-experiences","status":"publish","type":"insights","link":"https:\/\/thegood.com\/insights\/best-onboarding-experiences\/","title":{"rendered":"11 Examples of the Best Onboarding Experiences in SaaS to Inspire Your Own"},"content":{"rendered":"\n<p>The onboarding process is make or break for your product. With so much competition, you can\u2019t afford to confuse users even for a second. In fact, <a href=\"https:\/\/userpilot.com\/blog\/saas-user-onboarding-2021\/\" target=\"_blank\" rel=\"noreferrer noopener\">74% of potential customers<\/a> will switch to another solution if the onboarding process is complicated, while 86% will stick around for the long haul if they have an enjoyable onboarding experience and get continuous education.<\/p>\n\n\n\n<p>Your goal might be to get someone to click the \u201csign up\u201d button, but what then? Making sure the next steps are easy and insightful can do wonders for your business. A really good onboarding experience can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Increase retention by helping new users quickly understand the value of your product<\/li>\n\n\n\n<li>Improve customer satisfaction by reducing friction and confusion<\/li>\n\n\n\n<li>Increase conversion rates by converting free trial users into paying customers<\/li>\n\n\n\n<li>Improve product feedback by gaining insight into how users interact with your product<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-basics-of-great-user-onboarding-experiences\"><strong>The basics of great user onboarding experiences <\/strong><\/h2>\n\n\n\n<p>What does an excellent <a href=\"https:\/\/thegood.com\/insights\/user-onboarding\/\" target=\"_blank\" rel=\"noreferrer noopener\">user onboarding<\/a> experience look like? This is tricky because the experience will vary depending on your user base and their needs. For example, a 10-strong team signing up for a predictive analytics tool is going to look a lot different from a one-person company signing up for a notetaking app.<\/p>\n\n\n\n<p>It depends on the savviness of the user, too. Someone who has less tech know-how might need more hand-holding, while someone already comfortable with complex systems might want to skip parts of the process.<\/p>\n\n\n\n<p>That being said, while we can\u2019t map out an exact blueprint for every single user onboarding flow, there are some commonalities to bear in mind:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Put the user first: <\/strong>The best user onboarding experiences focus on the needs of each individual user and what they need to know to get started. It might be tempting to show off your awesome product features, but now\u2019s the time to be humble and empathic.<\/li>\n\n\n\n<li><strong>Promote user action: <\/strong>Quick wins are a must in any onboarding experience. Focus on getting new signups to complete small actions quickly so they start to feel comfortable using the tool ASAP.<\/li>\n\n\n\n<li><strong>Push the value: <\/strong>Your onboarding experience should highlight the value of your product and why it\u2019s different from similar ones out there. Ideally, you want to help the user gain value as soon as possible\u2014this will ensure they keep coming back.<\/li>\n\n\n\n<li><strong>Collect feedback: <\/strong>A good onboarding experience should meet the needs of the user. Track and measure how successful your process is by seeing how many people stick around and asking new signups for their feedback. You can use this to tweak and improve the process.<\/li>\n\n\n\n<li><strong>Take it slowly: <\/strong>The last thing you want to do is information dump everything onto new signups. Avoid overwhelming by trickling out information and allowing users to go at their own pace.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-11-best-user-onboarding-examples-and-what-you-can-learn-from-them\"><strong>11 best user onboarding examples and what you can learn from them <\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-canva-let-users-choose-their-adventure\"><strong>1. Canva &#8211; Let users choose their adventure <\/strong><\/h3>\n\n\n\n<p>Tailoring your user onboarding flow to the unique needs of each user will increase loyalty\u2014<em>and<\/em> usage. No one wants to walk through a demo that\u2019s not relevant to them. <a href=\"https:\/\/www.canva.com\/en_gb\/\" target=\"_blank\" rel=\"noreferrer noopener\">Canva<\/a> navigates this perfectly by asking new signups what they plan to use the tool for. The answer they choose then guides the rest of the onboarding experience.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"577\" src=\"https:\/\/thegood.com\/wp-content\/uploads\/Canva-1024x577.png\" alt=\"Canva onboarding question on what the app will be used for \" class=\"wp-image-102470\" srcset=\"https:\/\/thegood.com\/wp-content\/uploads\/Canva-1024x577.png 1024w, https:\/\/thegood.com\/wp-content\/uploads\/Canva-300x169.png 300w, https:\/\/thegood.com\/wp-content\/uploads\/Canva-768x433.png 768w, https:\/\/thegood.com\/wp-content\/uploads\/Canva-380x215.png 380w, https:\/\/thegood.com\/wp-content\/uploads\/Canva-600x338.png 600w, https:\/\/thegood.com\/wp-content\/uploads\/Canva-133x75.png 133w, https:\/\/thegood.com\/wp-content\/uploads\/Canva.png 1196w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>\ud83d\udca1What we can learn from Canva\u2019s onboarding experience:<\/strong> Put users in charge of their own destiny. Not only does this create a highly-relevant process for new signups, but it also gives you more information about how people are using your product.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-asana-personalize-the-experience\"><strong>2. Asana &#8211; Personalize the experience <\/strong><\/h3>\n\n\n\n<p>Someone has just chosen to use <em>your <\/em>product over the thousands of others out there\u2014that\u2019s huge. Now it\u2019s time to make them feel special. <a href=\"https:\/\/asana.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Asana<\/a> does this by asking a handful of questions about the new user and then helping them set up a new project based on their actual needs. This means new signups are ready to hit the ground running as soon as they finish onboarding.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"615\" src=\"https:\/\/thegood.com\/wp-content\/uploads\/Asana-1024x615.png\" alt=\"Personalization survey as part of Asana's best onboarding experiences\" class=\"wp-image-102469\" srcset=\"https:\/\/thegood.com\/wp-content\/uploads\/Asana-1024x615.png 1024w, https:\/\/thegood.com\/wp-content\/uploads\/Asana-300x180.png 300w, https:\/\/thegood.com\/wp-content\/uploads\/Asana-768x462.png 768w, https:\/\/thegood.com\/wp-content\/uploads\/Asana-600x361.png 600w, https:\/\/thegood.com\/wp-content\/uploads\/Asana-125x75.png 125w, https:\/\/thegood.com\/wp-content\/uploads\/Asana.png 1198w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>\ud83d\udca1What we can learn from Asana\u2019s onboarding experience: <\/strong>Get to know your users and help them get started as quickly as possible. This sets them up for a series of quick wins that will increase the chances of ongoing satisfaction and loyalty.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-hubspot-incorporate-a-user-checklist\"><strong>3. HubSpot &#8211; Incorporate a user checklist <\/strong><\/h3>\n\n\n\n<p>Signing up for a new tool can be overwhelming. There\u2019s so much to learn and users can often feel like they\u2019re a long way from where they need to be when they get started.                     <a href=\"https:\/\/www.hubspot.com\/products\/crm\" target=\"_blank\" rel=\"noreferrer noopener\">HubSpot<\/a> reduces the overwhelm by providing a very clear user checklist. New signups can work their way through the checklist at their own pace, but they can always see what\u2019s up next and how many more items there are to tick off.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"560\" src=\"https:\/\/thegood.com\/wp-content\/uploads\/HubSpot-1024x560.png\" alt=\"Hubspot checklist for first time users to have best onboarding experiences\" class=\"wp-image-102471\" srcset=\"https:\/\/thegood.com\/wp-content\/uploads\/HubSpot-1024x560.png 1024w, https:\/\/thegood.com\/wp-content\/uploads\/HubSpot-300x164.png 300w, https:\/\/thegood.com\/wp-content\/uploads\/HubSpot-768x420.png 768w, https:\/\/thegood.com\/wp-content\/uploads\/HubSpot-600x328.png 600w, https:\/\/thegood.com\/wp-content\/uploads\/HubSpot-137x75.png 137w, https:\/\/thegood.com\/wp-content\/uploads\/HubSpot.png 1160w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>\ud83d\udca1What we can learn from HubSpot\u2019s onboarding experience: <\/strong>Create a checklist that users can work through at their own pace. Make sure each item provides a quick win so that new signups feel confident moving on to the next step.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-toggl-create-bitesize-tours\"><strong>4. Toggl &#8211; Create bitesize tours <\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/www.wyzowl.com\/app-demo-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener\">75% of people<\/a> believe video is the best way to learn how a product works. But dumping <em>all <\/em>the information a new user needs to know in one long video is a surefire way to overwhelm\u2014who <em>really <\/em>wants to sit through an hour-long video that may or may not even be relevant to their needs? <a href=\"https:\/\/toggl.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Toggl<\/a> addresses this by implementing a series of bitesize videos that cover each feature.<\/p>\n\n\n\n<p>At the end of the video series, users get positive reinforcement from Toggle and encouragement to continue using the tool.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/thegood.com\/wp-content\/uploads\/Toggl-1024x1024.png\" alt=\"Positive reinforcement being used by Toggl to provide one of the best onboarding experiences for users\" class=\"wp-image-102476\" srcset=\"https:\/\/thegood.com\/wp-content\/uploads\/Toggl-1024x1024.png 1024w, https:\/\/thegood.com\/wp-content\/uploads\/Toggl-300x300.png 300w, https:\/\/thegood.com\/wp-content\/uploads\/Toggl-150x150.png 150w, https:\/\/thegood.com\/wp-content\/uploads\/Toggl-768x768.png 768w, https:\/\/thegood.com\/wp-content\/uploads\/Toggl-600x600.png 600w, https:\/\/thegood.com\/wp-content\/uploads\/Toggl-75x75.png 75w, https:\/\/thegood.com\/wp-content\/uploads\/Toggl-24x24.png 24w, https:\/\/thegood.com\/wp-content\/uploads\/Toggl-48x48.png 48w, https:\/\/thegood.com\/wp-content\/uploads\/Toggl-96x96.png 96w, https:\/\/thegood.com\/wp-content\/uploads\/Toggl.png 1076w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>\ud83d\udca1What we can learn from Toggl\u2019s onboarding experience: <\/strong>Give new users small chunks of information at a time and provide positive reinforcement every time they take the next step.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-storychief-combine-user-testimonials-with-a-product-tour\"><strong>5. StoryChief &#8211; Combine user testimonials with a product tour <\/strong><\/h3>\n\n\n\n<p>There\u2019s nothing quite like a bit of social proof to reassure people they\u2019re making the right decision. <a href=\"https:\/\/www.storychief.io\/\" target=\"_blank\" rel=\"noreferrer noopener\">StoryChief<\/a> weaves testimonials into its onboarding process to give new users peace of mind and increase the chances of conversion. The onboarding process itself consists of an in-depth walkthrough video and a user checklist to get new signups started.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"732\" src=\"https:\/\/thegood.com\/wp-content\/uploads\/StoryChief-1024x732.png\" alt=\"StoryChief making use of social proof by including testimonials in the onboarding\" class=\"wp-image-102475\" srcset=\"https:\/\/thegood.com\/wp-content\/uploads\/StoryChief-1024x732.png 1024w, https:\/\/thegood.com\/wp-content\/uploads\/StoryChief-300x214.png 300w, https:\/\/thegood.com\/wp-content\/uploads\/StoryChief-768x549.png 768w, https:\/\/thegood.com\/wp-content\/uploads\/StoryChief-600x429.png 600w, https:\/\/thegood.com\/wp-content\/uploads\/StoryChief-105x75.png 105w, https:\/\/thegood.com\/wp-content\/uploads\/StoryChief.png 1080w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>\ud83d\udca1What we can learn from StoryChief\u2019s onboarding experience: <\/strong>Don\u2019t underestimate the power of social proof. Incorporate customer testimonials, reviews, and case studies into your onboarding process to give new users the confidence to continue.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-notion-create-an-interactive-walkthrough\"><strong>6. Notion &#8211; Create an interactive walkthrough<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/www.notion.so\/\" target=\"_blank\" rel=\"noreferrer noopener\">Notion<\/a> has a <a href=\"https:\/\/zapier.com\/blog\/notion-ideas-for-business\/\" target=\"_blank\" rel=\"noreferrer noopener\">mind-boggling number of use cases<\/a> it can be tricky to condense all the possibilities into one simple onboarding process. To tackle this, the tool has created an interactive product walkthrough that lets users pick and choose what information they want to learn first.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"584\" src=\"https:\/\/thegood.com\/wp-content\/uploads\/Notion-1024x584.png\" alt=\"Notion personalizing the based on chosen product features and interactive to-dos for best onboarding experiences\" class=\"wp-image-102473\" srcset=\"https:\/\/thegood.com\/wp-content\/uploads\/Notion-1024x584.png 1024w, https:\/\/thegood.com\/wp-content\/uploads\/Notion-300x171.png 300w, https:\/\/thegood.com\/wp-content\/uploads\/Notion-768x438.png 768w, https:\/\/thegood.com\/wp-content\/uploads\/Notion-600x342.png 600w, https:\/\/thegood.com\/wp-content\/uploads\/Notion-132x75.png 132w, https:\/\/thegood.com\/wp-content\/uploads\/Notion.png 1102w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>\ud83d\udca1What we can learn from Notion\u2019s onboarding experience: <\/strong>Don\u2019t try and cram every use case into your onboarding process. Instead, give new signups the option to choose which product features are most important to them and encourage them to take action with interactive to-dos.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-7-webflow-use-tooltips-to-grab-user-attention\"><strong>7. Webflow &#8211; Use tooltips to grab user attention <\/strong><\/h3>\n\n\n\n<p>The backend of a tool often looks very different from the shiny landing page where a user signed up. There might be a ton of features, lots of tabs, or a new system waiting to be learned. <a href=\"https:\/\/webflow.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Webflow<\/a> does a great job of directing eyeballs to specific parts of its dashboard with popup tooltips. These are small, effective ways to grab attention and divulge snippets of information quickly.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"441\" src=\"https:\/\/thegood.com\/wp-content\/uploads\/Webflow-1024x441.png\" alt=\"webflow directing users to important parts of the product with tooltips\" class=\"wp-image-102468\" srcset=\"https:\/\/thegood.com\/wp-content\/uploads\/Webflow-1024x441.png 1024w, https:\/\/thegood.com\/wp-content\/uploads\/Webflow-300x129.png 300w, https:\/\/thegood.com\/wp-content\/uploads\/Webflow-768x331.png 768w, https:\/\/thegood.com\/wp-content\/uploads\/Webflow-600x259.png 600w, https:\/\/thegood.com\/wp-content\/uploads\/Webflow-174x75.png 174w, https:\/\/thegood.com\/wp-content\/uploads\/Webflow.png 1100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>\ud83d\udca1What we can learn from Webflow\u2019s onboarding experience: <\/strong>Use visual design cues like tooltips to direct users to important parts of your product. This will help them focus on core features and avoid getting overwhelmed by too much information at once.<\/p>\n\n\n\n<div class=\"wp-block-stackable-columns stk-block-columns stk-block stk-c842da9 reusable-block-2-column good-question-block\" data-block-id=\"c842da9\"><style>.stk-c842da9{max-width:1500px !important;margin-top:30px !important;margin-bottom:30px !important}.stk-c842da9-column{max-width:941px !important}@media screen and (max-width:767px){.stk-c842da9{--stk-col-order-1:2 !important;--stk-col-order-2:1 !important}}<\/style><div class=\"stk-row stk-inner-blocks stk-block-content stk-content-align stk-c842da9-column\">\n<div class=\"wp-block-stackable-column stk-block-column stk-column stk-block stk-8993c44 horizontal-form-container\" data-v=\"4\" data-block-id=\"8993c44\"><style>.stk-8993c44-container{margin-top:0px !important;margin-right:0px !important;margin-bottom:0px !important;margin-left:0px !important;background-color:#c3ddf0 !important;border-top-left-radius:12px !important;border-top-right-radius:12px !important;border-bottom-right-radius:12px !important;border-bottom-left-radius:12px !important;overflow:hidden !important;max-width:701px !important;padding-top:40px !important;padding-right:35px !important;padding-bottom:40px !important;padding-left:35px !important}.stk-8993c44{margin-top:0px !important}.stk-8993c44-container:before{background-color:#c3ddf0 !important}@media screen and (max-width:1023px){.stk-8993c44-container{padding-bottom:60px !important}}@media screen and (max-width:767px){.stk-8993c44-container{padding-bottom:60px !important}}<\/style><style class=\"stk-custom-css\">.stk-8993c44 figure{margin:0 !important}<\/style><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-8993c44-container stk-hover-parent\"><div class=\"stk-block-content stk-inner-blocks stk-8993c44-inner-blocks\">\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-791f1b3\" id=\"span-style-color-0277-c-0-class-stk-highlight-enjoying-this-article-span\" data-block-id=\"791f1b3\"><style>.stk-791f1b3{margin-bottom:12px !important}.stk-791f1b3 .stk-block-heading__text{font-size:36px !important;color:#ffffff !important}@media screen and (max-width:1023px){.stk-791f1b3 .stk-block-heading__text{font-size:36px !important}}@media screen and (max-width:767px){.stk-791f1b3 .stk-block-heading__text{font-size:24px !important}}<\/style><h3 class=\"stk-block-heading__text has-text-color has-text-align-center\"><span style=\"color: #0277c0;\" class=\"stk-highlight\">Enjoying this article?<\/span><\/h3><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-30f99ae\" data-block-id=\"30f99ae\"><style>.stk-30f99ae{margin-bottom:20px !important}.stk-30f99ae .stk-block-text__text{color:#ffffff !important}<\/style><p class=\"stk-block-text__text has-text-color has-text-align-center\"><span style=\"color: #000000;\" class=\"stk-highlight\">Subscribe to our newsletter, Good Question, to get insights like this sent straight to your inbox every week.<\/span><\/p><\/div>\n\n\n\n\t\t\t\t\t\t<script>\n\t\t\t\t\t\t\twindow.hsFormsOnReady = window.hsFormsOnReady || [];\n\t\t\t\t\t\t\twindow.hsFormsOnReady.push(()=>{\n\t\t\t\t\t\t\t\thbspt.forms.create({\n\t\t\t\t\t\t\t\t\tportalId: 5834619,\n\t\t\t\t\t\t\t\t\tformId: \"64ede74e-e88f-44c7-996f-78859799755a\",\n\t\t\t\t\t\t\t\t\ttarget: \"#hbspt-form-1768305665000-7313204751\",\n\t\t\t\t\t\t\t\t\tregion: \"na2\",\n\t\t\t\t\t\t\t\t\tcssRequired: \".submitted-message { overflow: auto; } .hs-form-88422a7d-0355-4f27-b674-4b9fcc71560c, .hs-form-ac90f61a-a614-4bcd-b57a-18cd0e91ceff { color: #fff }\",\n\t\t\t\t\t\t\t})});\n\t\t\t\t\t\t<\/script>\n\t\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1768305665000-7313204751\"><\/div>\n<\/div><\/div><\/div>\n<\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-8-wealthfront-display-the-benefits-of-sticking-around\"><strong>8. Wealthfront &#8211; Display the benefits of sticking around <\/strong><\/h3>\n\n\n\n<p>It\u2019s incredibly powerful to visualize a before and after, especially for users who might be skeptical about what they can get out of your product. Investment app <a href=\"https:\/\/www.wealthfront.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Wealthfront<\/a> deals with this through interactive graphs that allow new signups to see what the results of their investments might look like in months and years. There\u2019s no better incentive to stick around than actually seeing how much you can make if you stay, right?<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" width=\"593\" height=\"1024\" src=\"https:\/\/thegood.com\/wp-content\/uploads\/Wealthfront-593x1024.png\" alt=\"Wealthfront making use of visual aids (such as graphs) to help users keep track of progress\" class=\"wp-image-102478\" srcset=\"https:\/\/thegood.com\/wp-content\/uploads\/Wealthfront-593x1024.png 593w, https:\/\/thegood.com\/wp-content\/uploads\/Wealthfront-174x300.png 174w, https:\/\/thegood.com\/wp-content\/uploads\/Wealthfront-600x1036.png 600w, https:\/\/thegood.com\/wp-content\/uploads\/Wealthfront-43x75.png 43w, https:\/\/thegood.com\/wp-content\/uploads\/Wealthfront.png 658w\" sizes=\"(max-width: 593px) 100vw, 593px\" \/><\/figure>\n\n\n\n<p><strong>\ud83d\udca1What we can learn from Wealthfront\u2019s onboarding experience: <\/strong>Help first-time users visualize their progress and what outcomes they might be able to achieve if they continue to use your tool. Graphs are a great way to do this, but you might also showcase relevant case studies or implement some kind of calculator.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-9-moosend-provide-a-step-by-step-guide\"><strong>9. Moosend &#8211; Provide a step-by-step guide <\/strong><\/h3>\n\n\n\n<p>Being able to see the next steps can give new users the motivation to continue the onboarding process. <a href=\"https:\/\/moosend.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Moosend<\/a> does this through an automated series of emails that take new signups on a journey. Users can see what steps they still need to take at the top of each email and a clear call-to-action (CTA) makes it easy for them to put what they\u2019ve learned into action as soon as possible.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"900\" height=\"648\" src=\"https:\/\/thegood.com\/wp-content\/uploads\/Moosend.png\" alt=\"Moosend incorporating emails to create one of the best onboarding experiences\" class=\"wp-image-102472\" srcset=\"https:\/\/thegood.com\/wp-content\/uploads\/Moosend.png 900w, https:\/\/thegood.com\/wp-content\/uploads\/Moosend-300x216.png 300w, https:\/\/thegood.com\/wp-content\/uploads\/Moosend-768x553.png 768w, https:\/\/thegood.com\/wp-content\/uploads\/Moosend-600x432.png 600w, https:\/\/thegood.com\/wp-content\/uploads\/Moosend-104x75.png 104w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/figure>\n\n\n\n<p><strong>\ud83d\udca1What we can learn from Moosend\u2019s onboarding experience: <\/strong>Reach users where they\u2019re already hanging out\u2014their inboxes. Send a series of step-by-step emails that introduce new signups to different features and how they can get the most of out them ASAP.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-10-trello-use-your-tool-to-help-onboard-users\"><strong>10. Trello &#8211; Use your tool to help onboard users<\/strong><\/h3>\n\n\n\n<p>There\u2019s no better way to show what your tool is capable of than by letting new users see it in action. <a href=\"https:\/\/trello.com\/en\" target=\"_blank\" rel=\"noreferrer noopener\">Trello<\/a>\u2019s onboarding process is collated in a Welcome Board that uses\u2014you guessed it\u2014Trello. Users can test out key features in a live example while they learn about the product at the same time.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"920\" height=\"526\" src=\"https:\/\/thegood.com\/wp-content\/uploads\/Trello.png\" alt=\"Sample of Trello's welcome board that allows users to practice using the software create one of the best onboarding experiences \" class=\"wp-image-102477\" srcset=\"https:\/\/thegood.com\/wp-content\/uploads\/Trello.png 920w, https:\/\/thegood.com\/wp-content\/uploads\/Trello-300x172.png 300w, https:\/\/thegood.com\/wp-content\/uploads\/Trello-768x439.png 768w, https:\/\/thegood.com\/wp-content\/uploads\/Trello-600x343.png 600w, https:\/\/thegood.com\/wp-content\/uploads\/Trello-131x75.png 131w\" sizes=\"(max-width: 920px) 100vw, 920px\" \/><\/figure>\n\n\n\n<p><strong>\ud83d\udca1What we can learn from Trello\u2019s onboarding experience: <\/strong>Show your tool in action by including it in the onboarding process. Give new signups the chance to play around with the features in a live example.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-11-process-place-get-users-started-with-templates\"><strong>11. Process place \u2013 Get users started with templates<\/strong><\/h3>\n\n\n\n<p>Blank page syndrome is real. <a href=\"https:\/\/www.processplace.org\/\" target=\"_blank\" rel=\"noreferrer noopener\">Process Place<\/a> avoids putting its new users through this by showcasing a handful of templates they can get started with. Users can browse a library of ready-made templates they can edit and use straight away without figuring out how to use the tool from scratch.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"914\" height=\"654\" src=\"https:\/\/thegood.com\/wp-content\/uploads\/Process-Place.png\" alt=\"Collection on templates offered by process place to help new users start on what they need to do right away\" class=\"wp-image-102474\" srcset=\"https:\/\/thegood.com\/wp-content\/uploads\/Process-Place.png 914w, https:\/\/thegood.com\/wp-content\/uploads\/Process-Place-300x215.png 300w, https:\/\/thegood.com\/wp-content\/uploads\/Process-Place-768x550.png 768w, https:\/\/thegood.com\/wp-content\/uploads\/Process-Place-600x429.png 600w, https:\/\/thegood.com\/wp-content\/uploads\/Process-Place-105x75.png 105w\" sizes=\"(max-width: 914px) 100vw, 914px\" \/><\/figure>\n\n\n\n<p><strong>\ud83d\udca1What we can learn from Process Place\u2019s onboarding experience: <\/strong>Provide a collection of templates that not only show users how they can use your tool, but that also allow new signups to get started straight away.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-key-components-of-the-best-onboarding-examples\"><strong>The key components of the best onboarding examples<\/strong><\/h2>\n\n\n\n<p>While the onboarding experiences we\u2019ve mentioned here are all very different in their own ways, there are some crucial elements they all have in common:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>They show users the main benefits of a product and how they can be achieved<\/li>\n\n\n\n<li>They provide personalized experiences through interactive walkthroughs, detailed signup forms, and \u201cchoose your adventure\u201d style guides<\/li>\n\n\n\n<li>They show new users the main features of a product and how to use them<\/li>\n\n\n\n<li>They aim to get users started straight away<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-tips-to-level-up-your-onboarding-experience\"><strong>4 tips to level up your onboarding experience <\/strong><\/h2>\n\n\n\n<p>Your onboarding process is fluid. The needs of your user base will change over time, and it\u2019s important that you listen to their feedback if you want to continue to improve the experience. If your churn rates are through the roof, adoption rates are at rock bottom, and you\u2019re watching new users disappear into the ether, follow these tips.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-take-stock-of-user-goals\"><strong>1. Take stock of user goals<\/strong><\/h3>\n\n\n\n<p>It can be tempting to bombard new users with all the amazing features of your tool, but you should aim to provide the quickest route to value for each user. Consider what <em>their <\/em>goals are and make sure your onboarding process is aligned with those. For example, if a new user of your project management tool wants to gain transparency across their team, the onboarding process should show them how to do that before it does anything else.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-leverage-ui-tactics\"><strong>2. Leverage UI tactics <\/strong><\/h3>\n\n\n\n<p>Make use of UI techniques, like tooltips or a modal window to gently guide users through the onboarding process. They can help grab user attention without overwhelming them with too much information.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-segment-users\"><strong>3. Segment users <\/strong><\/h3>\n\n\n\n<p>Not every user will have the same needs, but there\u2019s a good chance there will be groups of users who have similar goals. Gain insight into your new users, identify patterns, and create onboarding flows for each of the user personas you\u2019ve identified.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-test-tweak-and-track\"><strong>4. Test, tweak, and track<\/strong><\/h3>\n\n\n\n<p>No onboarding experience gets it right the first time. Just like your users are learning how to use your product, <em>you\u2019re <\/em>also learning how they use it. The more clarity you get on challenges, use cases, and goals, the easier it\u2019ll be to create a slick onboarding experience. Continuously test different journeys, tweak steps based on user feedback, and don\u2019t forget to track everything you do to see what works and what doesn\u2019t.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-onboarding-faqs\"><strong>Onboarding FAQs<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-user-onboarding\"><strong>What is user onboarding?<\/strong><\/h3>\n\n\n\n<p>The user onboarding process welcomes new users to your product and shows them how it works. The goal of an onboarding experience is to showcase the value of your product and what it can achieve for new signups as quickly as possible. This will increase retention rates and long-term loyalty.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-is-user-onboarding-important\"><strong>Why is user onboarding important? <\/strong><\/h3>\n\n\n\n<p>The user onboarding process is often the first point of contact you have with new users, which means it\u2019s your one chance to make a good first impression. Get it right, and it can lead to increased usage rate, higher retention, and long-term customer satisfaction.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-makes-a-good-user-onboarding-experience\"><strong>What makes a good user onboarding experience? <\/strong><\/h3>\n\n\n\n<p>A positive onboarding experience should take the individual needs of each new signup into account. It should get them to their \u201ca-ha!\u201d moment as quickly as possible and give them the chance to explore your product at their own pace.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-surprise-and-delight-to-improve-retention-after-onboarding\"><strong>Surprise and delight to improve retention after onboarding<\/strong><\/h2>\n\n\n\n<p>Building a user-centric onboarding experience is only one piece of the puzzle. Once a user is signed up (or subscribed), your job is to discourage cancellation by delivering a seamless experience that continues to surprise and delight.<\/p>\n\n\n\n<p>If you aren\u2019t sure how to do it on your own, <a href=\"https:\/\/thegood.com\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">get in touch<\/a>.<\/p>\n\n\n\n<p>We worked with a major media organization, <a href=\"https:\/\/thegood.com\/insights\/the-telegraph\/\" target=\"_blank\" rel=\"noreferrer noopener\">The Telegraph<\/a>, to reduce same-day cancellations by 30% while improving subscriber quality and increasing acquisition rates.<\/p>\n\n\n\n<p>We\u2019d love to talk to you about how we can help you do the same.<\/p>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container ugb-98623be ugb-container--v2 ugb-container--design-image2 ugb-container--collapse-on-mobile ugb-main-block\"><style>.ugb-98623be-wrapper.ugb-container__wrapper{border-radius:0px !important;background-color:#000000 !important}.ugb-98623be-wrapper.ugb-container__wrapper:before{background-color:#000000 !important}.ugb-98623be-content-wrapper > h1,.ugb-98623be-content-wrapper > h2,.ugb-98623be-content-wrapper > h3,.ugb-98623be-content-wrapper > h4,.ugb-98623be-content-wrapper > h5,.ugb-98623be-content-wrapper > h6{color:#ffffff}.ugb-98623be-content-wrapper > p,.ugb-98623be-content-wrapper > ol li,.ugb-98623be-content-wrapper > ul li{color:#ffffff}.ugb-98623be-wrapper > .ugb-container__image{background-image:url(https:\/\/thegood.com\/wp-content\/uploads\/9.jpg);width:40% !important}@media screen and (max-width:768px){.ugb-98623be-wrapper > .ugb-container__image{height:300px !important}}.ugb-98623be > .ugb-inner-block > .ugb-block-content > *{justify-content:center !important}@media screen and (min-width:768px){.ugb-98623be > .ugb-inner-block > .ugb-block-content > .ugb-container__wrapper > .ugb-container__side{padding-top:8% !important;padding-bottom:8% !important;padding-right:8% !important;padding-left:8% !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-98623be-wrapper ugb--shadow-0\"><div class=\"ugb-container__image\"><\/div><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-98623be-content-wrapper\">\n<h3 class=\"wp-block-heading\" id=\"h-looking-for-a-cro-action-plan\"><span style=\"color: #ffffff;\" class=\"ugb-highlight\">Interested in learning the laws of optimization?<\/span><\/h3>\n\n\n\n<p><span style=\"color: #ffffff;\" class=\"stk-highlight\"><em>Opting In To Optimization<\/em> is a set of principles that will help digital leaders capitalize on unprecedented market demand and build sustainable, thriving businesses.<\/span><\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-white-color has-main-blue-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/thegood.com\/oito\/\" target=\"_blank\" rel=\"noreferrer noopener\">LEARN MORE<\/a><\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n<div class=\"tkugp-items-wrap\"><div class=\"tkugp-bottomcontent\"><\/div><\/div>","protected":false},"author":62,"featured_media":97000,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","wpcf-summary":["Most onboarding experiences can make or break a product. Here are examples of great onboarding experiences, including key tips like tailoring your flow to individual needs, creating quick wins, and pushing value."]},"insight-category":[10073],"insight-tag":[10082,10337,10162,10206],"class_list":["post-102452","insights","type-insights","status-publish","format-standard","has-post-thumbnail","hentry","insight-category-conversion-tactics","insight-tag-customer-experience","insight-tag-improve-onboarding","insight-tag-saas","insight-tag-user-onboarding"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash.jpg",1000,667,false],"thumbnail":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash-150x150.jpg",150,150,true],"medium":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash-300x200.jpg",300,200,true],"medium_large":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash-768x512.jpg",768,512,true],"large":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash.jpg",1000,667,false],"1536x1536":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash.jpg",1000,667,false],"2048x2048":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash.jpg",1000,667,false],"teaser":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash-380x215.jpg",380,215,true],"teaser-large":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash-760x430.jpg",760,430,true],"insights-featured":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash-600x400.jpg",600,400,true],"case-study-logo-small":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash.jpg",112,75,false],"gform-image-choice-sm":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash.jpg",300,200,false],"gform-image-choice-md":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash.jpg",400,267,false],"gform-image-choice-lg":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash.jpg",600,400,false],"profile_24":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash-24x24.jpg",24,24,true],"profile_48":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash-48x48.jpg",48,48,true],"profile_96":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash-96x96.jpg",96,96,true],"profile_150":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash-150x150.jpg",150,150,true],"profile_300":["https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash-300x300.jpg",300,300,true]},"post_excerpt_stackable_v2":"<p>The onboarding process is make or break for your product. With so much competition, you can\u2019t afford to confuse users even for a second. In fact, 74% of potential customers will switch to another solution if the onboarding process is complicated, while 86% will stick around for the long haul if they have an enjoyable onboarding experience and get continuous education. Your goal might be to get someone to click the \u201csign up\u201d button, but what then? Making sure the next steps are easy and insightful can do wonders for your business. A really good onboarding experience can: Increase retention&hellip;<\/p>\n","category_list_v2":"","author_info_v2":{"name":"Caroline Appert","url":"https:\/\/thegood.com\/author\/carolineappert\/"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.7 (Yoast SEO v26.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Best Onboarding Experiences in SaaS<\/title>\n<meta name=\"description\" content=\"Most onboarding experiences can make or break a product. Here are examples of great onboarding experiences and key tips to improve yours.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/thegood.com\/insights\/best-onboarding-experiences\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Examples of the Best Onboarding Experiences in SaaS\" \/>\n<meta property=\"og:description\" content=\"A list of successful onboarding experiences with key tips on implementing them.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/thegood.com\/insights\/best-onboarding-experiences\/\" \/>\n<meta property=\"og:site_name\" content=\"The Good\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/thegoodgroup\" \/>\n<meta property=\"article:modified_time\" content=\"2024-11-27T14:49:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"667\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Examples of the Best Onboarding Experiences in SaaS\" \/>\n<meta name=\"twitter:description\" content=\"A list of successful onboarding experiences with key tips on implementing them.\" \/>\n<meta name=\"twitter:site\" content=\"@thegood\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"38 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/thegood.com\/insights\/best-onboarding-experiences\/\",\"url\":\"https:\/\/thegood.com\/insights\/best-onboarding-experiences\/\",\"name\":\"Best Onboarding Experiences in SaaS\",\"isPartOf\":{\"@id\":\"https:\/\/thegood.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/thegood.com\/insights\/best-onboarding-experiences\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/thegood.com\/insights\/best-onboarding-experiences\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/thegood.com\/wp-content\/uploads\/abillion-bMTl6uFMONg-unsplash.jpg\",\"datePublished\":\"2023-01-13T15:35:17+00:00\",\"dateModified\":\"2024-11-27T14:49:13+00:00\",\"description\":\"Most onboarding experiences can make or break a product. 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