This document appears to be a presentation about designing effective onboarding experiences for first-time users. It discusses 7 design principles for onboarding: 1) Present a clear value proposition, 2) Minimize login/account creation, 3) Provide a simple setup process, 4) Avoid a blank slate, 5) Allow users to immediately do something with results, 6) Import existing user data, and 7) Orient users with built-in demonstrations. Examples of mobile apps, web apps, and devices that exemplify these principles are presented, along with screenshots.
First Impressions Matter: Onboarding for First Time Users
1. Lisa Battle
President and Principal Consultant
lisa@designforcontext.com
@design4context
First Impressions Matter:
Onboarding for
First Time Users
UXPA 2016 Conference • 1 June 2016
4. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
https://blog.intercom.io/designing-first-run-experiences-to-delight-users/
5. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
http://www.digitaltrends.com/mobile/16-percent-of-mobile-userstry-out-a-buggy-app-more-than-twice/
6. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Why should I use this?
Value proposition
How do I get started?
Initial setup
I’m stuck!
Remove barriers
What can I do here?Streamline initial tasks
Show me what to do!
Instructions, demos
7. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
First-time
novice user
Engaged, active,
repeat user
9. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Examples
SaaS Web Application
Zurb Verify
Tablet App
Evernote
Mobile App
Delectable
Digital Pen
Adobe Ink and
Slide
30. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 30
OTHER SAAS APPLICATIONS AND ONLINE SERVICES
31. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 31
ENTERPRISE APPLICATIONS
Single sign on.
32. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Minimize
login and
account
creation.
2
33. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Provide a
simple, smart
process for
setup.
3
57. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Allow the user to
immediately do
something that gets
results.
5
75. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Allow the user to
immediately do
something that gets
results.
5
76. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Import the user’s
existing data from
other sources.
6
83. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 83
OTHER SAAS APPLICATIONS
APP A APP B
Launch App B
85. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Import the user’s
existing data from
other sources.
6
86. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Orient the
user via minimalist,
built-in
demonstrations.
7
93. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 93
OTHER SAAS AND ENTERPRISE APPS
94. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Orient the
user via minimalist,
built-in
demonstrations.
7
95. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Instruct at the
point of use.
8
105. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 105
OTHER SAAS AND ENTERPRISE APPS
106. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 106
OTHER SAAS AND ENTERPRISE APPS
107. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66 107
OTHER SAAS AND ENTERPRISE APPS
108. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Instruct at the
point of use.
8
109. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Ask to use the
photos, contacts,
& notifications
when the user
sees a clear
benefit.
9
118. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Ask to use the
photos, contacts, &
notifications when
the user sees a
clear benefit.
9
119. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Provide
preferences and
controls users can
set as they gain
experience.
10
130. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
OTHER SAAS AND ENTERPRISE APPLICATIONS
131. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
OTHER SAAS AND ENTERPRISE APPLICATIONS
132. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Provide
preferences and
controls users can
set as they gain
experience.
10
133. @design4context First Impressions Matter UXPA 2016http://www.uxpa2016.org/sessionsurvey?sessionid=66
Present a clear value proposition.
Minimize login and account creation.
Provide a simple, smart process for setup.
Avoid the blank slate.
Allow user to immediately do something that gets results.
Import the user’s existing data from other sources.
Orient the user via minimalist, built-in demonstrations.
Instruct at the point of use.
Ask to use the photos, location, contacts, & notifications when the
user sees a clear benefit.
Provide preferences and controls that users can set as they gain
experience.
10
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134. Lisa Battle
President and Principal Consultant
lisa@designforcontext.com
@design4context
First Impressions Matter:
Onboarding for
First Time Users
UXPA 2016 Conference • 1 June 2016
Thanks!
Presentation is on Slideshare – Go to www.designforcontext.com/publications
http://www.uxpa2016.org/sessionsurvey?sessionid=66