On-Boarding Things That I Do For New Users ✅

Whether your product is easy to understand or with steep learning curve, it is necessary to have a good on-boarding plan for new users. Without this set of defined actions, users might quickly lose interest and eventually drop out of using your product.

For today, I have decided to share my experience with creating on-boarding plan for my product. In the early days, when I didn't have any idea about these steps, I would simply sign up for different apps to study how they handled new users. This taught me new ways in which I can do the same with my product.

⚠️ Note - On-boarding is a long process and there are many layers to this. For this post particularly, I have included only the first few things that are done for new users within the first 2-4 hours of their sign up.

Here are few things that I have done( or in the process of doing) for ruttl's initial customer onboarding -

1. Welcome Mailer 📧
   Packed with welcome text along with ruttl's "How-To" YouTube playlist that explains different features and how to use them

2. Email from the co-founder 👨‍💻
   A direct email from the co-founder to make the user feel warm, valued, to share the vision of the product and to once again offer support or assistance if needed.

3. One-Time Product Walkthrough Guide 👋
   Comes in handy for news users to get accustomed to your interface and to understand which button does what.

4. Demo Video 📹
   Inside account settings, users can view a recorded demo video that explains ruttl in depth as well.

Got new ideas? Let's help each other out so make sure to put your thoughts in the comments below! 👇

Have a great day!
Harsh 💯

P.S Here's a great guide to study about SaaS onboarding!