Best Way to Onboard New Users?

Question

When introducing a new tool or software to users, what’s the most effective onboarding method?

Kavya Tripathi · Accepted Answer

Tailor the onboarding process based on the user's role, industry, or goals.

Matthew Aaron Clarke · Answer

Definitely tailor the onboarding process to the user's specific needs and goals. You could segment users based on their role or industry during signup, then show them targeted content, feature suggestions, and use case examples that are most relevant to them. Personalizing onboarding this way helps users quickly see the value for their unique situation and increases activation and retention rates in my experience.

Jagriti Shreya · Answer

Ask the bare minimum needed to get started. This helps faster interaction with product and low drop offs.

Vimal Kumar · Answer

@kavyaaatripathi Sounds good!!

Best Way to Onboard New Users?

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