There's an art to getting people started with your product or service. Here are the Nuggets that any new product should definitely use.
Making a small commitment now makes us more likely to agree to a greater one later
We're more likely to commit to larger tasks after completing small ones first.
So when people start using your product, provide them a simple task to get started with.
Payment app Wise present you with four distinct options, asking you "What would you like to do now?"
Once the task is done, provide clear positive feedback and next steps.
We have an emotional need to amass sets of related items
For content-heavy platforms, allow new members to select from a range of pre-chosen categories, making their experience immediately personal and subject to less analysis paralysis.
E.g Spotify does this by asking you which 3 artists you like as part of the onboarding flow.
Automation tool IFTTT adds even more functional value by providing you a set of pre-defined automation recipes called "Applets" to collect instead of making your own from scratch.
Create a positive surprise towards the end of your onboarding process, celebrating task completion and providing clarity that they're good to go.
For instance, messaging app Intercom provide a colourful blast of confetti once you've finished a learning sequence.
Remember to use them sparingly for only the most important milestones.
We remember things better when repeated over time and across environments
Take the pressure off shoe-horning everything in within the first experience.
This is because we better learn and recall information when it's spaced out over time and across environments
As it's likely we won't retain all knowledge shared, critical information ought to be repeated multiple times to make sure it sticks.
Our capacity to process information and make decisions reduces with each made
Too much info, tasks and expectations will simply overwhelm, turning first impressions into worst impressions.
Cut all non-essential steps and information.
When faced with a new environment, we look for support as to the right choices. Help people get set up with well-designed default choices.
We’re more persuaded by and better recall those who tell stories
Wrapping up a series of tasks into a compelling narrative can help us navigate any complexity or disinterest with the onboarding process itself.
When we’re reminded of our aims, we're more motivated to reach them
Providing a clear reminder as to the whole point of onboarding can motivate us to complete it.
Duolingo do a great job here, teaching you a little of your chosen language *before* you finish signing up.
We’re more likely to decide when the options are sensibly restricted
Providing the the right level of choice at the right time is delicate balance.
Be careful of how many sets of choices you offer to people to curate their experiences.
We look for information that provides clarity on our actions
We're desperate to be told we're on the right track, and respond well to feedback telling us so.
We reach our goals faster when we have help getting started
Task completion lies at the core of onboarding, so showing that onboarders are already on their way will compel them to complete the entire process.
We're driven to seek missing info that closes our knowledge gap
We're often motivated by closing down information gaps, and this could be put to good use during onboarding processes.
Once we’ve made a public statement, we make consistent decisions to support it
Allowing people to select their own aims is a great way of providing long-lasting accountability and a more tailored onboarding experience.
Duolingo do a great job here by asking you to set a daily goal.
Onboarding processes ask us to complete a series of tasks, of numerous sizes and complexities, so it's natural that we'll not complete every part of the onboarding process.
This can be remedied by framing the task as partially complete.
Emphasise the minimal effort now required and the maximal gain of completing the next task.
Our sense of self bleeds into what we own.
Foster a sense of personal ownership within the onboarding process from early on to create a strong desire to motivate completion and fully own the experience.
Even subtleties like framing progress through the user's name will help.