The onboarding process design of an LMS

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.

Benefits

  1. 75% of customers won’t buy your product if you don’t have a great onboarding UX.
  2. Fewer support questions.
  3. Increase of retention rate.

Principles

  1. Simple
  2. Engaging
  3. Easily Digestible
  4. Persona-based (Segment customers to personalize their onboarding experience as much as possible)
  5. Instant ‘AHA’ moment

Common mistakes

  1. Think all users are the same.
  2. Too much friction.
  3. Lack of support in the early stages.
  4. Failure to deliver value in the long term.
  5. Brute forcing the tooltips/interactive tour.
  6. Failing to celebrate success (success states).
  7. Disappearing after implementation.
  1. Choose a specific end goal.
  2. Start with the right type of onboarding.
  3. Break your onboarding into smaller steps.
  4. Make it uniform.
  5. Make it predictable.
  6. Measure and understand user journey.
  7. Test.
  8. Rinse and repeat.

Phase 2. Design Patterns

UX Patterns

1. Annotated

  • Overlaid product commentary.
  • Tooltips or coach marks.

2. Embedded

  • Co-mingled with the actual product experience.
  • Provide broad guidance and context.

3. Dedicated

  • Isolated and distraction-free.
  • Capture data and build motivation.

UI Patterns