How do you automate your onboarding process for new users?

Question

I want to streamline the onboarding process for new users but keep it personalized. What tools have you used for this?

Johanna John · Accepted Answer

I like to use product tours and automated emails to guide users through key feature without overwhelming them

Klaudia Guzij · Answer

We're going through the same challenge now! We started with a Getting started checklist too, but curious to hear about other people's experiences. Nailing your onboarding is so crucial.

Answer

Try Helpjuice.com

Answer

We use a combo of in-app onboarding tips, a getting started checklist, and personalized email flows to gradually onboard new users. The key is to not overwhelm them with too much at once, but guide them step-by-step to experience the core value. We also have contextual help indicators throughout the UI for just-in-time assistance.

Matthew Aaron Clarke · Answer

We use a combination of in-app tutorials, interactive walkthroughs, and contextual tips to guide new users. Personalizing the onboarding based on user goals has really helped with activation. Would love to hear what's working well for others!

Dimitris Kargatzis · Answer

Unfortunately, there’s no one solution to fit all scenarios. In our case, we ended up with implementing a comprehensive onboarding stepper and checklist, along with various help indicators across our dashboard pages.

Answer

I've found that embedding tooltips and in app checklists really helps me learn at my own pace without overwhelming me.

Santosh Kumar RA · Answer

I use a mix of automated emails and in-app tutorials to guide new users. It keeps things simple and ensures they get help right when they need it.

RuchiKouame · Answer

For automating the onboarding process, we use a mix of email sequences and in-app guidance. We set up a series of welcome emails that introduce new users to key features and tips over their first few days. In the app, we have interactive tours and tooltips to help them get started smoothly. It’s all about making sure they feel supported and excited to use our product right from the start!

DiamondMarie · Answer

For automating the onboarding process, we use a combination of tools and strategies. First, we set up an automated email sequence that welcomes new users and guides them through the initial setup. We also have a chatbot on our website to answer common questions instantly. Additionally, we create interactive tutorials within the app to help users get familiar with key features. It’s all about making the experience smooth and helpful!

KatieNishikawa · Answer

For automating the onboarding process, we use a mix of tools and strategies. First, we set up an automated email sequence that sends out welcome messages and useful tips. We also have a chatbot on our website to guide new users through initial setup steps. Plus, we create video tutorials and FAQs to help them get started smoothly. It’s all about making the process as user-friendly as possible!

Answer

I use a mix of email sequences and in-app tutorials that guide users step by step through the setup It helps keep things personal but automated.

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I use Intercom to automate onboarding process.

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I've been using an automated onboarding flow with clear steps, and it's helped users get started faster.

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I rely on video tutorials and a chatbot for answering common questions. It's saved so much time and helps new users feel supported right away.

How do you automate your onboarding process for new users?

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