These resources will help you get started to plan, design, and create in-app guidance such as interactive walkthroughs, articles, and tooltips.
What is user onboarding?
Learn about user onboarding concepts and best practices. Get ideas for what you can apply now.
Start here for an introduction to user onboarding, along with ideas for strategy and tactics you can use today.
Find out how to guide users to your service's benefits and results, not bells and whistles. Get users taking action with tasks, don't bore them with tours.
How to plan your user onboarding experience
If you’re building guidance within your application for the first time, we recommend you start with a targeted segment of users and test out messaging. You can build on what you learn by seeing what works.
You have segments of users with different needs. Launch tailored onboarding experiences for each user persona and guide them to success.
Customers get hung-up on these common points of friction. Map your user experience to see where your users need help, and bridge the gap.
Read how to identify trouble spots in your user onboarding flow. Then, apply the right user onboarding tools such as in-app knowledge base articles or help launchers.
How to create great user onboarding content
Ready to fine-tune your content? Consider creating a user onboarding style guide, or using Step Templates to make sure content is consistent no matter who creates it.
Four ways to improve in-product messaging by writing more persuasive content and clear CTAs.
Are you ready to fine-tune your process? Make sure your content is consistent no matter who is writing.
Need help to generate some more ideas? Look to these inspiring examples.
Watch this webinar for examples of user onboarding. See what you can apply in your product or service.
Look at alternative sources of inspiration. Can you apply game mechanics to improve user engagement?