Questions tagged [onboarding]
For questions about the process of introducing a new user to an application or website, e.g. with tutorials and registration.
125 questions
1 vote
2 answers
107 views
Most Efficient Ways to Do Account Onboarding
During UX/UI Development I have run into the problem of my onboarding process. I have an application in which it requires an account setup requiring a few preferences along with a few questions to be ...
- 11
1 vote
1 answer
59 views
Should 2FA come before or after customer ID verification?
Context: We have an onboarding workflow that requires users to upload their personal information, and then complete an ID verification. Once this is complete, their account is officially open. Problem:...
- 11
0 votes
1 answer
88 views
Onboarding with demo data
I have an onboarding question and would like to hear from your experiences. There is this thread which is a bit outdated maybe I can hear some new thoughts. I'm seeing users who choose not to add some ...
- 121
1 vote
2 answers
209 views
Email verification during onboarding that requires internal approval
I'm designing a sign-up flow for a clinic management platform (browser, desktop and mobile friendly) that is dedicated for business owners to sign-up for their company. The one registering will be the ...
- 11
1 vote
2 answers
133 views
Need title for a section in my UX case study
There is this case study that I am writing which is about onboarding users on to the product. The product is platform as a service(PaaS). For designing the onbaording alone I looked into a lot of SaaS ...
- 11
1 vote
3 answers
229 views
Help with user onboarding UX
Background : I am creating an app that caters to the new parents to track details about their kid's activities etc. As part of onboarding, I want to capture details about their kid, presently it is ...
- 111
0 votes
0 answers
15 views
App revamp onboarding suggestions that is low development effort? [duplicate]
I'm working on an app revamp, and due to timeline constraints, I'm figuring out how to best onboard existing users to the newly designed app. Are there any best practices or suggestions to this? I'm ...
- 61
3 votes
4 answers
444 views
Best practice for a public page (not logged in page) prior to log in
Hoping to get some best practices on what should be shown on a landing page (or a not logged in page) prior to our users logging in. We have a landing page / public page before the login page. We have ...
- 31
1 vote
4 answers
662 views
Onboarding before using app vs previewing first?
I'm an Android user and it seems fairly standard on Android to be able to play around with an app before signing up. This is how I designed my apps. However, I showed it to some iOS users and they ...
- 101
2 votes
1 answer
195 views
Admin Onboarding
Seeking guidance from the community. Im designing the onboarding flow for an alpha release of a SAAS product aimed at employee engagement. One of the primary persona is an HR admin, who most likely is ...
- 21
0 votes
3 answers
83 views
Choosing the right onboarding for a niche market mobile app
I have a mobile app in a niche (bird management) where the average age of the user is ~40 The app requires the user to create data, which can at times be time-consuming (it's needed). The churn rate ...
- 101
2 votes
3 answers
156 views
Does onboarding include sign up?
I'm designing a matchmaking platform for influencers and marketers. I want to create a secure platform that verifies identities (both influencers, and marketers that work for legit brands). I am ...
- 21
0 votes
5 answers
473 views
When is a form too long
I am working on a re-design of an onboarding process for a financial platform, which of course requires a plentidude of information. The forms primary step in the process, has the user fill out their ...
- 1
0 votes
2 answers
148 views
How to use up more screen real estate in this onboarding flow?
I have this onboarding screen which is supposed to guide you through the creation of a dictionary term (define the term, add pronunciations, add recordings, etc., finish). The design is not fully ...
- 565
0 votes
2 answers
255 views
Research methods for improving onboarding
I am doing research on improving onboarding process of a SaaS product. Can you recommend a methodology and researches for this kind of work? I plan to do data analysis, heatmaps, video sessions ...
