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User Onboarding

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Onboarding Patterns: Guided Actions

4:53 with Hope Armstrong

See onboarding patterns for guided actions.

Guide an action for...

  • account setup
  • personalization
  • permissions

Onboarding Patterns: Guided Actions

  • progress bars
  • checklists
  • surveys
  • quizzes
  • permission priming

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    Welcome back. 0:00
    In this video, I'll show you some onboarding patterns for guided actions. 0:01
    Here are a few situations when you'd want to guide users to perform an action. 0:06
    Guide an action for account setup, 0:12
    personalization, and permissions. 0:15
    Let's take a closer look at account setup. 0:21
    When onboarding users, the product you're designing for 0:24
    may need some data upfront, before their products can truly be utilized. 0:27
    Let's look at Gusto, a human resources tool for businesses. 0:32
    As an HR tool, there is a lot of complexity and nuances. 0:36
    So, they've divided the account setup into an eight step process. 0:41
    As you go through the process, each section is completed. 0:45
    This checklist approach can be seen in consumer facing products as well. 0:49
    But for consumer facing products, they're generally more lightweight. 0:54
    The professional social network LinkedIn, 0:59
    provides an account completion progress bar. 1:01
    This gamifies the experience, by giving a name to strength of my profile, 1:05
    and encouraging me to level up to the next stage, just like in a video game. 1:10
    Another option is to defer the account setup until after the user sees 1:17
    the value of the products. 1:21
    Duolingo is an educational platform for learning languages. 1:24
    When visiting their website, you can immediately engage with the app, and 1:28
    discover its benefits before committing to creating an account. 1:32
    After the user has learned a few new words, they're prompted to create 1:36
    an account, to save their progress, and complete more language lessons. 1:39
    Now let's dive into personalization techniques. 1:44
    You may find that your app is content-driven. 1:48
    And, it would help to know users' goals and 1:51
    preferences to customize their experience, and sort them into personas. 1:53
    When the meditation app, Headspace, is installed, 1:59
    the user is presented with a survey to understand their goals and preferences. 2:02
    This helps the app create a meditation routine, customized to their goals, 2:08
    experience levels, and existing routines. 2:12
    It's worth noting that someone who hasn't meditated may not have clear goals and 2:15
    preferences in mind. 2:20
    Provide a way for them to explore the app on their own and 2:22
    tweak their preferences later. 2:26
    The social media app, TikTok, asks for your interests when you sign up. 2:29
    They also remind users to scroll through their feed, 2:34
    as this continuously informs the app of their preferences. 2:37
    This customization helps users tailor the app to their needs. 2:41
    It's worth noting this solution only works for 2:45
    products with differentiated offerings. 2:48
    Some products don't have variability in content and experiences shown to users. 2:51
    This onboarding pattern wouldn't readily fit in a video conferencing app like Zoom, 2:57
    where the goal is to meet with others in a video call. 3:02
    It essentially looks the same for all users, whereas TikTok is 3:06
    highly customizable, and everybody's feed is filled with different content. 3:10
    Another onboarding scenario is a product that depends on permissions. 3:16
    I use an app called Planta, which helps me care for my plants. 3:21
    When I installed the app, the app asked me to allow location sharing so 3:25
    they could give me care instructions for the weather in my area. 3:30
    They stated the value upfront, before displaying Apple's system-provided alert. 3:34
    They used a technique called permission priming. 3:39
    Priming is the act of preparing a user for action. 3:43
    Without being primed, 3:47
    I may have been caught off guard by a gardening app needing to know my location. 3:48
    After all, I won't be moving around. 3:53
    I'll just be gardening in one spot. 3:56
    But, after given some context, I understand the average temperature and 3:59
    humidity in my area will enable the app to tailor its plant care advice. 4:03
    For more information about permission priming, check out the teacher's notes. 4:09
    Okay, let's recap the methods used for guided actions. 4:14
    Progress bars and checklists can be used to show progression towards a task. 4:20
    Surveys and quizzes enable users to customize their experience by embarking 4:26
    on divergent paths that cater to their interest. 4:31
    Finally, permission priming shows users the value of enabling a permission 4:35
    before they're confronted with the platform's generic permission message. 4:40
    That's a wrap for guided onboarding actions. 4:45
    Up next, we'll take a close look at the holistic onboarding experience. 4:48

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