Guide: Personalize the user onboarding experience

In this guide, we'll look at how you can personalize your user onboarding experience. Let users choose their path to success, and tailor your onboarding experience.

What we'll do in this guide

  • When the user logs in for the first time, they will see our personalized welcome message.
  • They will choose which goal or path suits them best.
  • We'll create two different scenarios with two unique walkthroughs to guide each of those users to their goals.
  • If they want to try the other scenario later, it's in their handy sidebar widget.
    Welcome screen

1. Create your walkthroughs

First-time users are flooded with options when they meet a new app, and it's not always clear what is relevant to their needs. Design a flow through your app that brings a user to their chosen goal.

Read Think like a first time user to remind yourself what they might be experiencing.

As you design your first-time user guide: make sure your walkthroughs end by completing a task that shows them a clear benefit. They will learn about the value of your service not by reading about it, but by using it.

Offer goals based on the benefits of your product: will they save time? Save money? Gain a competitive advantage? Do what they couldn't do before? Make that clear when you write your calls-to-action.

Other examples:

  • Offer goals related to how people use your product in different ways.
  • Offer tutorials depending on whether someone is experienced or not.
  • Does your app serve multiple personas? Offer two options based on their unique needs.

First step: Create two walkthroughs that give step-by-step guidance on reaching a goal.

Optional: If you want to hide this content in your sidebar widget, you can hide topics in your sidebar widget.

2. Create the welcome message

In this scenario, we want to give the users multiple options for how they can get started. We can add as many custom buttons as we like to this welcome screen. Each button will launch a different topic. You can also add a button so people can clearly opt-out of the tutorial, that button will disable the topic.

Want to make it look really nice? You have full control over the design and customisation with CSS.

Second step: Create a welcome message.

3. Automate so only first-time users see your welcome screen

Now we want to make sure just our first-time users will see this content. We’ll configure this so someone only sees this when they log in for the first time.

If you don’t have it set up already, you’ll need to enable analytics and people tracking, so you can know who you are contacting. Then you’ll configure a segment. There’s a default segment to identify New users, and in most cases that works perfectly.

Finally, you’ll configure the Autolauncher. This is how your targeted magically appear when people log in.

Third step: Everything you need to do is included in the tutorial here: Automatically launch a tutorial for new users.

Optional: Use the checklist to focus on goals

If you have a number of goals which you want all your users to reach - try out the Checklist.

checklist example.

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