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hi my name is anna and i'm not a real person i'm an ai generated avatar but hey what i'm saying was actually written by a real person a product onboarding expert are you planning to improve your user onboarding experience great because in this short video you will learn what a good user onboarding experience is why it is important and how to achieve it i will show you some best practices and tools to build your perfect first onboarding experience where do we even start with your first onboarding experience when it comes to onboarding a new user the onboarding experience must be focused on providing that first moment of value the problem is that every product is unique each with its own aha moment as a result each user onboarding flow has to be unique but here comes the catch the aha moment may be different for each use case and user persona since your users may have very different needs and job to be done depending on who their segmentation is very important in building a great user onboarding experience so the first two steps for you are segment your users by jobs to be done determine the aha moment for each user segment you can easily segment your users during the onboarding by using a survey or buttons in your welcome screen just look at this example from contentino for each segment of your users plot their user journey from the aha moment through full activation to becoming an engaged and advanced user which touch point should the user have with your product at each stage of their user journey which features should they adopt what actions should they perform how are you going to nudge them to do that this is where onboarding comes into play now here are the principles of the best onboarding experience the best sas on boarding experiences have low friction even though in some situations friction based on boarding may be beneficial for example highly complex enterprise platforms that require a lot of technical setups and human help as a rule of thumb the less friction your user encounters in their onboarding process the better remove any unnecessary steps or fields from your signup flow even we could do a better job with that short time to value the purpose of good user onboarding is to take the user on the shortest path to value you need to know what the user wants to achieve you can ask them with a micro survey in a welcome screen and then show them the fastest route to achieving this goal slash result look at this example from backlink managers welcome screen they ask the new user what they want to accomplish first that way they can personalize the onboarding flows that follow to get the user to their goal as fast as possible a good user on boarding flow in sas is self-serve ideally your user should be able to go through your user onboarding process without having to wait for a customer success manager to find time for them self-serve product led sas should be accessible to its users 24 7. having a resource center available in app allows the user to search all your help and onboarding documents on demand by keyword this can improve the user onboarding experience immensely great sas user onboarding is interactive a good user onboarding experience in sas should be interactive aka account for the actions of the user and react to them ingly rather than just walking them through the product although there is a place in time for proactive onboarding the type where you take the user by the hand and lead them step by step to the desired outcome you should still be mindful of what the user is doing and how fast they are progressing your in-app onboarding experiences should react to what the user does inside your product the best onboarding experiences are contextual your onboarding experiences should appear in the context of what your user is currently doing inside your product or what they are not doing look at this example from asana it does make sense to show emilia the video response feature when she's actually responding to elise not when she is for example scheduling tasks good user onboarding uses personalization but personalization means a lot more than adding the user's name to the subject line unless your product is a one-trick pony you will have a different user persona with different use cases and needs these different personas will often need completely different user onboarding that's why adding questions about users goals and use case and branching the onboarding experience ingly is an element of personalization now let's see how you can improve your onboarding experience with user pilot user pilot is a great onboarding tool for sas product managers product marketing managers and customer success managers who want to build 100 customizable interactive user onboarding flows without code user pilot is designed to be a product growth platform so it is not suitable for third-party app employee onboarding like salesforce employee training it also doesn't run on native ios or android mobile apps you build the guides using a simple visual editor through a chrome extension directly on top of your interface in line with onboarding best practices the product tours you can build in user pilot are fully interactive meaning experiences can be triggered by custom events user attributes and event attributes they can be context driven and behavioral based in other words user pilot helps you show the right message to the right user at the right time for personalization and interactivity in your onboarding flows userpilot offers you a wide range of ui elements you can use to build perfect in-app experiences such as checklists modals tooltips or progress bars for self-serve onboarding user pilot also allows you to create a resource center that contains help docs knowledge base articles youtube tutorials etc for self-serve help inside your app you can also analyze your user's behavior with user pilot when it comes to installation user pilot is very easy to use you don't need any technical background or development how about the pricing user pilot's pricing is based on the number of monthly active users you have if you're a startup with less than 2500 monthly active users user pilot only charges you 249 dollars per month this includes all features without any limitations if you want to take user pilot for a spin book a quick call with one of our product specialists below want to learn more how to use user pilot to improve your onboarding experience book a demo with us today