This is my design process to build an onboarding for an LMS system. Honestly it was my first time designing an onboarding so basically I first I made research to know the basic aspects of onboarding and then I started analyzing the information of the current project to design our own.
Phase 1. Research
What is an Onboarding?
An onboarding experience is a way to introduce users to a new product, app, or feature. Onboarding UX is the design of a flow or series of flows that give the user a guided introduction to the product, set up some initial preferences, or point out critical UI elements in an interface.
Types of Onboarding
1. Explains the 2-3 core benefits.
2. On-boarding (Instructional Overlays).
3. In-boarding: Walks the user through the first or most common actions. Walks the user through the account/profile creation process.
4. Combined. Combine one or more of the other onboarding approaches.
- 75% of customers won’t buy your product if you don’t have a great onboarding UX.
- Fewer support questions.
- Increase of retention rate.
- Easily Digestible
- Persona-based (Segment customers to personalize their onboarding experience as much as possible)
- Instant ‘AHA’ moment
- Think all users are the same.
- Too much friction.
- Lack of support in the early stages.
- Failure to deliver value in the long term.
- Brute forcing the tooltips/interactive tour.
- Failing to celebrate success (success states).
- Disappearing after implementation.
- Choose a specific end goal.
- Start with the right type of onboarding.
- Break your onboarding into smaller steps.
- Make it uniform.
- Make it predictable.
- Measure and understand user journey.
- Rinse and repeat.
Phase 2. Design Patterns
- Overlaid product commentary.
- Tooltips or coach marks.
- Co-mingled with the actual product experience.
- Provide broad guidance and context.
- Isolated and distraction-free.
- Capture data and build motivation.