5 Best Practices For User Onboarding

User onboarding can be understood as the process of introducing your product to new people to eventually turn them into advocates for it and spread the word about it. User onboarding works best with techniques of new user onboarding, which keep your product in a continuous onboarding cycle for a time so that existing users may fully experience the product.

Some organizations make use of software to complete this task. The best onboarding software provides tools and features that will help you portray the best parts of your product to users so they are convinced about its value and usability. 

But even with software, some things need to be done manually on your part. Have a look! Follow along with this article, where we discuss some best practices to follow for getting successful results for user onboarding.

  • Conduct User Research To Understand Their Needs

User research is important before user onboarding. You have to get an idea about the current needs of users. You can choose from interviews, focus groups, usability testing, and in-product surveys to reach your research objective.

You can try answering the following questions to construct your user onboarding process around the value that customers actually derive from the product:

  • Who are your users? 
  • What do they desire?
  • What solution does your product provide for their problems?
  • What duties must they carry out? 
  • Why should they use your product?
  1. Remove Barriers

An empty account indicates a failed user on a platform that depends on user content. Some barriers prevent your user from doing what they must do. You have to identify and remove those strategically. Removing obstacles will enable people to experience actual value more rapidly. Here are a few tips to consider:

  • Remove the need to create an account before trying the product. Allow sample testing.
  • Assist users in getting started. Simply include the most pertinent details they will need.
  • Customize the onboarding processes to reflect various user personas and their experiences.
  • With the use of testimonials, GIFs, etc., you can guide your potential users to be convinced about the value of your product and lead to the “AHA!” moment.
  1. Focus On Good UX

The more a consumer enjoys using your product, the more likely it is that they will stick with it and become a devoted customer. The key game changer in this context is a good User Experience (UX) design that will primarily be responsible for holding the interest of your users for a long time.

You must maintain user engagement with an effective UX/UI design if you want people to spend more time using your product. You want to attract not just their eyes but also their minds.

By utilizing appropriate Onboarding UX/UI patterns, you can:

  • Assure the user that you are an expert in your field.
  • Increase their likelihood of sticking around. 
  • Persuade them that paying for your product is worthwhile.
  1. Turn Tasks Into Challenges

People will become bored, worn out, and disheartened more quickly than you would imagine if there was nothing to do. Games can be a fun way to engage users. If you turn their goals and tasks into challenges, the arcade experience is likely to keep them interested.

Take an example from the following:

  • Give users the option to add extra team members as soon as they reach the 3-month mark if your solution aids in task organization.
  • Give users access to professional reviews as soon as they watch 10 movies using your product if it assists them in finding movie recommendations.
  • Give customers two hours of access to the paid premium versions as soon as they reach a critical stage in their product adoption journey if your product is too complex to offer anything for free.
  1. Measure Success To Adapt And Improve

In addition to being a continuous process for your customers, user onboarding is also a continuous chance for you to boost product adoption. Setting and analyzing goal metrics, monitoring conversions and churn, finding any problems or drop-offs, and committing to regular reviews and improvements are all necessary for user onboarding.


The potential that ambassadors of your products can have on your sales is huge. It is not to be underestimated. The adoption of these practices is what will define the difference between having new users and power users. Impleme

Pay Space

6724 Posts 0 Comments

Our editorial team delivers daily news and insights on the global payment industry, covering fintech innovations, worldwide payment methods, and modern payment options.