What is Onboarding?

Onboarding is a guided introduction designed to help new users navigate through a system or product efficiently. It provides essential information and resources to ensure a smooth transition and quick success in utilizing the features available.

When to use Onboarding?

Onboarding should be used when introducing new users to a product or service, particularly when the system has a steep learning curve or when it is essential that users become proficient quickly to maximize their engagement and satisfaction.

When not to use Onboarding?

Onboarding may not be necessary for products that are extremely intuitive or have limited features. If users can naturally understand the system without assistance or if the user base is highly experienced, a formal onboarding process might be redundant.

What is the anatomy of an Onboarding process?

The anatomy of an onboarding process includes several key components: an introductory tutorial, interactive guides or tooltips, FAQs, and access to customer support. These elements work together to provide a comprehensive understanding of the product and facilitate user success.