While it\u2019s not always feasible to incorporate name data to every experience initially, there are other data points that are easier to capitalize upon from the very beginning, making your new user feel at home: time of day, local weather, regional imagery, and general location are just a few examples. Beyond this, opportunities exist to build upon user data captured progressively within an experience to generate greater personalization. For example, capturing simple information about a user from the outset to promote special annual messages like \u201cWay to be born today Jennifer!\u201d <\/em>and \u201cYou’ve been with us for 6 months and we appreciate your business!\u201d <\/em>are simple enough to capture during onboarding and will make the experience feel more personal for users over time. <\/p>\n\n\n\n Another onboarding technique is getting users to try other aspects of an experience relative to \u2018interests\u2019 they\u2019ve self-selected during the onboarding process. Similar to this is \u201cprogressive profiling\u201d which is a systematic way of collecting user information by way of form fields that users answer directly. This data can orient users towards particular actions that are directly relevant to their answers. Onboarding is the perfect time to facilitate this.<\/p>\n\n\n\n Subsequent to personalizing your connection to your user, it is essential to clearly delineate what they need to know as they interact within the experience for the first time. If there isn\u2019t an understanding straightaway, a user may become quickly frustrated or abandon the experience. Onboarding is the perfect time to introduce what they need to know and do in order to be successful within the experience from the start. <\/p>\n\n\n\n There are various ways this can be achieved. The most effective method is to build awareness through either a passive or an active tutorial process. <\/p>\n\n\n\n An example of a passive tutorial is a sequence of screens that a user views to understand the essential action(s) they need to execute. It also provides visual examples demonstrating how critical functions and tasks are performed. This is commonly seen in mobile app onboarding.<\/p>\n\n\n\n A second way to create a clear action for your user is through an active tutorial. As the name suggests, this process differs from a passive tutorial consisting of just a series of screens that simply explain how things work. <\/p>\n\n\n\n Most modern video games do this as a way to create a fun experience for their first time users. In turn, the benefit to the active method is that you \u201cgamify\u201d the mechanics of learning. It makes the experience more appealing and enticing for the user to continue engaging and interacting within their environment. This can be done with general interest questions, trivia, or other literal game-like sequences that reward users with points that can be displayed, shared, and\/or potentially redeemed for prizes at the end.<\/p>\n\n\n\n It might seem like common sense, but collecting user feedback at the end of any onboarding experience is seldomly put into play. But where else are you able to acquire such valuable data from your users? <\/p>\n\n\n\n Following any onboarding, it\u2019s essential for you (especially those in product owner or manager roles) to think progressively about your digital product experience. Don\u2019t be intimidated to hear what your users have to share, even if they haven\u2019t even started to use the experience or become familiar with your brand.<\/p>\n\n\n\n One of the most common ways to collect this kind of information is through NPS, or Net Promoter Score<\/a>. Simply put, NPS asks the user to state on a scale of 1 to 10 how satisfied they are with an experience once they are finished with it. These ratings can be very broad or fairly specific, but there are benefits and detractors to utilizing this kind of data collection. The benefit is the rapid return of results. Unfortunately, there is often not enough specific data to make changes that can definitively improve an experience. <\/p>\n\n\n\n A more informed way of collecting user data at the end of an onboarding experience is to insert a few simple questions as part of the onboarding sequence that are very direct in nature; such as \u201cWas this useful to you?\u201d <\/em>or \u201cIs there anything else you\u2019d like to know?\u201d<\/em> <\/p>\n\n\n\n Another method is to send a follow-up email<\/a> survey, but this may be missed by users or flagged as spam.<\/p>\n\n\n\n While NPS and surveys can uncover valuable insights, the best possible option to collect user feedback is by far moderated or unmoderated user testing<\/a>. This will provide a lot of useful & actionable details. This does require an allocation of resources, as actual human users are interviewed to gain greater insight.<\/p>\n\n\n\n![\"\"](\"https:\/\/www.emergeagency.com\/wp-content\/uploads\/2022\/07\/onboarding-1-1001x1024.png\"){kind=spacer}
2. Create a Clear Action for Your User<\/h4>\n\n\n\n
Passive Tutorials<\/h5>\n\n\n\n![\"\"](\"https:\/\/www.emergeagency.com\/wp-content\/uploads\/2022\/09\/onboarding-2-1024x591.png\")
Active Tutorials<\/h5>\n\n\n\n![\"\"](\"https:\/\/www.emergeagency.com\/wp-content\/uploads\/2022\/09\/onboarding-3-1024x576.jpg\")
3. Continually Refine Onboarding with User Feedback<\/h4>\n\n\n\n
Net Promoter Score<\/h5>\n\n\n\n
Follow Up with a Survey or an Email<\/h5>\n\n\n\n
User Testing<\/h5>\n\n\n\n