We used principles of persuasion and tried to design an amazing onboarding experience. Here are some learnings from the process.

1. Onboarding through persuasion
Bindu Upadhyay
4 June 2017
Talk for UXcamp Europe 2017, Berlin
http://www.uxcampeurope.org/ #uxce17

2. Introduction
We used principles of persuasion and tried to design an amazing onboarding
experience.
Here are some learnings from the process.

3. Onboarding is ..

4. “The action or process of integrating a
new employee into an organization or
familiarizing a new customer or client
with one's products or services.”
oxforddictionaries.com

5. (Our interpretation of onboarding after
reading a lot of material on web..)

6. Not a layer that is applied on top

7. Metaphors
But weaved in

8. Not in the face

9. But engages the user

10. Not about having it all

11. But keeps the user in control

12. When to onboard?

13. How to design for good onboarding
for new users?

14. There is no magic card

15. “Logos, Pathos, Ethos”
Aristotle

16. Robert Cialdini
Persuasion Principles

17. How do we use them?

18. We ideated on each of the 6 *(&^%*@&’s
Brainstorm ideas for
each principle
Designed “modules”
for some of these
ideas

19. What type of persuasive principles to use?
Authority principle

20. Sports TheatreBusiness Concerts
How many visitors do you expect ?
What type of event do you organise?
3450 100001
See what f eat ures may be especially int erest ing f or you!
Reciprocity principle

21. Read their st ories
1000+ Happy cust omers worldwide
Consensus principle

22. Buying & scanning made easy
Know w hen t o launch your next promot ion w it h t he mark et ing t racker.
Get quick over view of your sales t hrough t he w idget s
Try full demoDownload app
Preview of the product

23. More of these modules..

24. “Build your own site”

25. Good resources
https://www.smashingmagazine.com/2015/10/beyond-usability-designing-with-
persuasive-patterns/
https://blog.intercom.com/strategies-for-onboarding-new-users/
http://www.dtelepathy.com/blog/design/ux-flows-onboarding Gives a general
introduction about onboarding and the different approaches with examples
http://www.useronboard.com/onboarding-teardowns/ Good examples of
onboarding analysis

26. General tips from the intercom book
• Focus less on your own business, and more on your users
• On-boarding never stops
• One size on-boarding doesn’t fit all
• Your on-boarding has a shelf life
• Use educational content to onboard
• Anticipate the next questions
• Gradually expose features over time

27. Advised process from the book
• Find out what the user’s successful moments are and how to get them there
• Understand the different jobs your product is hired for
• Understand what success looks like for each of these jobs
• Design paths guiding them through the features that help them achieve this
• Communicate with users to help them get there
• Have an early warning system for new users

28. Important questions for you from the book
• What do you need to know about your users to provide them with a great
experience?
• What do they need to do to get value from your application?
• What are the costs and benefits of adding friction to your on-boarding process?
• How will you motivate users to complete it?
• At what point in your users’ lifecycle does on-boarding need to be completed?
• What actions must your users take regularly to drive growth and revenue?

29. Feedback? Reach out!
Email: upadhyay.bindu09@gmail.com
LinkedIn: https://www.linkedin.com/in/upadhyaybindu/
Twitter: https://twitter.com/UpadhyayBindu