This course is like a crash course in dissecting what the top 1% of SaaS companies are doing when onboarding their users — so that you get inspired and drive incredible activation and free-to-paid conversions in your own organization.
In this course, you will:
Ramli John:
The sixth thing is Checklists. So checklists are ways to get users to check off, very, very similar to a progress bar, items that users have to take to complete something on their experience to be fully onboarded. Now you can use tools like Appcues to do this, where it is event-based, like what we've talked about last Friday, where if they do something you can connect your app, your code base to Appcues and it would be triggered as soon as a user completes this. I'm just going to give one example, it's with Drift. You've probably seen one, Appcues when you sign up has one. Drift tells you, "Hey, you've had done the first one, create a Drift account." Second is set your welcome messages. Third is install it on your site. This four other things, complete your online profile and set your offline hours.
Ramli John:
This is so effective because this concept called the Zeigarnik Effect, where if you see a list with five things and three of them already completed, you're really going to focus on the uncompleted ones and you have this tension and this feeling inside of you to make sure you want to complete that. So when you're thinking about checklists, you want to make sure that the signup process are they're already filling up the checklist. What I'm trying to say is make sure that the checklist has items already checked in it when you show the checklist. I know it's kind of cheating. For example, a big one is when you go to Appcues, when you see your checklist for the first sentence, it's create your account. Well, that's already checked off because when you sign up for Appcues, you've already created your account. I probably would have done one more here where like, add your team colors or something like that.
