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:
All right. So let's jump in, the product bumpers, eight common product bumpers. The first one, progress bars, welcome messages, empty states, success states, product tours and walkthroughs, checklist, tool tips, and hotspots. Let me just go through them.
Ramli John:
The first one is product indicators. And I've actually structured this in a way that, for me, the first four are super critical. Like every onboarding experience in my opinion should have it. You can disagree with me, feel free to add. And the next four are somewhat optional depending on the situation. For me, one first critical one that every onboarding experiences, even sign-up process needs to have, is a progress indicator. It's something when you're signing up for an app, you want to see what the next step are. And one of the reasons why you want to do this, going back to the forward progress forces is people are anxious.
Ramli John:
This gives them a little bit of safety net. And you're setting expectations. They show how many steps are left to complete a task. And studies show that having an indicator increases the likelihood of people completing. So let me give some examples. And I would love to hear your thoughts on whether you like this are not.
Ramli John:
So the first one is drift. So it says here, where do you work? Add your avatar. This is a company, company website, your avatar, and right above, below this drift, then there's a progress bar. The call to action is continue. What are some things you like about this? What are some things that you don't?
Ramli John:
So, one thing I see is one of the struggles with a progress bar like this is you don't really know how many steps are left. I mean, I can guess them that you're probably 40% through. So maybe there's 10 steps left, which kind of scares me. But that's the thing I would say about this. The other thing is I'm not a big fan of the word continue, especially in this situation, because you don't know how many steps are left. You can say, continue. What is the next step? That's one thing I'm anxious about is what am I continuing to? I mean, if it's very clear what the next step is, then it's super easy.
Ramli John:
Here's wave. It says on the top right, step one of three. And it says welcome to wave. Tell us about your business. And a button is next. For me, this one's a little bit better. I know there's three steps. And if anything, the first one is about my name. The second one is probably about my business, but it's already asking my business here. So in some sense, I think this one's a little bit better. Step one of three.
Ramli John:
Here's an even better one. So step one, step two, step three. At the top, create your profile. This is actually Fullstory. Step two, set up account. Step three is start recording at the top. And then at the very bottom, the call to action is set up account. I love that because it's wrapping up in a bow like it's reaffirming I'm in step one, call to action is set up a profile or account. If I click that button, I know where I'm going next. Right? I'm going to set up account.
Ramli John:
Here's HEY's progress indicator. To start, what's your name? Click next. The button here, the progress indicator is a little different. It's I remember doing a tear down with Wes here. We didn't even realize it was fingers. It looks like sausages. But the point here is that I think you can get creative with this. The problem is sometimes you lose the meaning behind the creativeness. I forgot who said it in copywriting. It's better to be clear than catchy or something like that. But this is another good point.
