Onboarding: Introducing the client to your product

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Maksudasm
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Joined: Thu Jan 02, 2025 6:46 am

Onboarding: Introducing the client to your product

Post by Maksudasm »

What are we talking about? Onboarding is the process of introducing a client to your product: a website or a program, during which he learns how to use it, understands the basic features and performs the necessary actions.

What does it look like? For these purposes, you can use a large number of tools, from pop-up windows to video materials or email newsletters - it all depends on what you need to introduce the user to.



The article explains:

The essence the benefit of using our database of onboarding
The Impact of Onboarding on Revenue
Types of onboarding
Onboarding principles
Rules for effective onboarding
Stages of onboarding development
Tips for choosing the right type of onboarding
Onboarding Performance Metrics
5 Mistakes in Onboarding

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The essence of onboarding
Imagine that you need to go to a website for some online courses. The main page contains a lot: lists of the best graduates, vacancies for future employment, links to coaches with a full description of their merits. However, one of the decisive factors for training is the cost of these online courses, and it is not indicated on the website. It turns out that such an information-rich resource turned out to be useless, because you are not given the most important thing.

The essence of onboarding

Many organizations think that their websites are perfect because they are bright, interesting, and contain a lot of useful information. Unfortunately, the more opportunities a service provides to its customers, the more difficult it is for them to complete registration or make a purchase. In this case, high-quality onboarding will help.

Onboarding is the process of introducing a user to a new product, explaining its value for solving the tasks at hand. Clients see tooltips and pop-ups on the site. They pop up periodically, briefly inform about a particular section of the site, and offer the right clicks to navigate to the necessary information.

To make it easier for clients to understand, many managers of educational platforms send them newsletters with instructions on how to use the site via messengers or email. Mobile app developers have gone even further and included onboarding in the interface of the programs.

You may have come across an application on your phone that offers to first familiarize yourself with its functions during training, and then answer questions on the learned material. If the solutions are incorrect, then you will not be able to access the application. Of course, they try to make all this look like a game so that the user does not get bored, does not give up on this software in the first minutes of getting to know it.

Onboarding starts when a website visitor enters the conversion funnel. In other words, when they buy a subscription and enter and then confirm their registration data. Onboarding continues during the person’s active time on the platform.

Onboarding Elements

A simple introduction and brief training are not enough. It is necessary to be constantly near the client while he uses the web resource. It is necessary to remind about released updates, tell about new functions, send notifications about some changes in the interface.

Developing a competent onboarding will help attract and retain customers to your service.

Ideally, onboarding should provide clear and concise answers to 3 key questions:

what exactly does this product do;

how exactly to use it;

what benefits its use will bring.
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