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Everything you need to know about SaaS Onboarding optimization

Hi folks!

So after a long and successful project, my team was able to increase e2e conversion by over 19% for our onboarding. I thought it might benefit others if I summarized what worked for us, so hopefully this is helpful!

TL;DR — here’s the formula:
Test and improve copy.
Use autosuggestions for form fields where you can.
Make it configurable.
Reduce clutter and unnecessary inputs.
Think about measurements and critical data from the get-go.
Optimization and testing.

Full details: https://bootcamp.uxdesign.cc/increase-onboarding-conversion-by-over-20-f596d8a23f79

LMK if you have any Qs and I'm happy to try and help.

on June 30, 2022
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    Nice post, @oba2311!

    Would love you to give Driftly product tours a free trial to see if it helps continue the onboarding improvements.

    • It can definitely help improve your holy grail of activation through ending tours and checklists by pointing users towards this KPI.
    • Our tool allows you to target different users with different tours, so you can improve onboarding for both your end-users and your clients.

    Boom!

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      Sounds interesting! I'll keep that in mind as now I'm working with a different company but if you wanna jump on a quick call to chat I'm happy to do that - ping me on Twitter and we can take it from there.

      PS - we tested AppCues and I'm assuming your product is similar?

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        Hey! Been on vacay the past 3 weeks so apologies for only getting back to you now haha.

        Would love to hop on a quick call to see what you thought about AC! I don't see a link to your Twitter profile in your IH profile but if you're up for it, go ahead and grab a time that works for you here.

        Looking forward to connecting, Oba :)