When designing your onboarding experience, keep in mind that both user groups will end up trying out your tool and you will have to take account of both. The second group are those who need considerably more guidance on using the platform. The first one is made of fast learners who can explore the system on their own and need little assistance. There are two types of users in terms of their learning curve. That is why you have to cut down welcome questions to their minimum. Remember that with every additional question you are asking your users at registration, friction increases. In the next step, a user is prompted to create the first workflow and experience a tool right away. In the first step, a user is asked about their role and the number of employees in their company. Instead of asking dozens of questions about users, they are focussing only on the most relevant ones that will help provide a better onboarding experience. That’s the way Zapier is approaching their onboarding. To reduce friction, you can ask questions during user registration and use this information to personalize both in-app and email onboarding experience.įor example, when registering for Grammarly, a tool that scans text for mistakes, users are asked about the purpose of writing.Īlso, you can identify organization size and user user roles to cater content better. Instead of adding friction to your onboarding and sending surveys after users register for a free trial, do it the Grammarly way or you can craft your own unique and personalized survey content with tool like Essay Tigers. To create effective onboarding, you have to learn more about your users and that’s why you need to collect more information about them before ever sending the first email. This group would send content that is relevant to customers and often contains some sort of personalization. The second group would choose a more targeted approach and trigger emails when users take certain actions. The first group of marketers would send generic newsletters to big lists of customers at once with no personalization. While a lot of emails get unnoticed and even more may land in spam, some marketers have some techniques up their sleeve that are still working. Is your inbox still handling this? Probably not. Some would say that email marketing is dead as almost everyone is using email marketing as their marketing strategy. Let’s dive into five strategic tips on designing onboarding for your SaaS that will finally get your users hooked on your tool. We’ve got you covered with this article! Here we are going to guide you on building your effective onboarding process and back it up with real-life examples of other businesses like yours that made their onboarding work like a dream. So how can you double up revenue while keeping your acquisition effort and budget at the same level? Have you already nailed the way to acquire more clients for your SaaS business, but retaining them remains a challenge? You may have already guessed that an effective onboarding process is exactly what can solve this issue for you now.
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