{"id":28638,"date":"2018-12-06T20:12:50","date_gmt":"2018-12-06T12:12:50","guid":{"rendered":"https:\/\/www.hongkiat.com\/blog\/?p=28638"},"modified":"2023-04-06T19:08:08","modified_gmt":"2023-04-06T11:08:08","slug":"onboarding-design","status":"publish","type":"post","link":"https:\/\/www.hongkiat.com\/blog\/onboarding-design\/","title":{"rendered":"Designing an Onboarding Process That Actually Helps Users Learn"},"content":{"rendered":"<p>Jumping into a new app usually comes with a struggle of learning how it works. You might get the hang of it quickly, but <strong>there\u2019s always a learning process<\/strong>. The goal of <strong>onboarding<\/strong> is to <strong>introduce new users<\/strong> to a website, program, or application. With onboarding, you should teach about <strong>individual features, how they work<\/strong>, and <strong>how the app offers value<\/strong> to the user.<\/p>\n<p>In a recent post we covered <strong><a target=\"_blank\" href=\"https:\/\/www.hongkiat.com\/blog\/mobile-onboarding-screen-designs\/\" rel=\"noopener\">mobile onboarding screens<\/a><\/strong> that focus on <strong>designs and content styles<\/strong>. In this post, I want to share tips for the user experience and the marketing process of <strong>guiding a user through the onboarding process<\/strong>.<\/p>\n<p class=\"recommended_top\">\n\t\t\t\t\t<strong>Read Also:<\/strong>\u00a0\n\t\t\t\t\t<a target=\"_blank\" href=\"https:\/\/www.hongkiat.com\/blog\/mobile-onboarding-screen-designs\/\">40 Mobile Apps Onboarding Designs for Your Inspiration<\/a>\n\t\t\t\t<\/p>\n<h2>Use images & diagrams<\/h2>\n<p><strong>Graphics and visual elements<\/strong> can explain a user experience much better than words. Rely on visuals to help <strong>guide users through the process<\/strong> as needed. This is a valuable strategy because it <a target=\"_blank\" href=\"https:\/\/uxmovement.com\/mobile\/how-to-design-a-walkthrough-that-users-will-read\/\" rel=\"noopener\">draws the eye<\/a> onto the onboarding process and clarifies intent. With visuals your goal is to <strong>show rather than tell<\/strong>.<\/p>\n<p>You can do this many different ways with <strong>full screenshots, small icons, or illustrations\/vector graphics<\/strong> that fit into the design workflow. Take for example <a target=\"_blank\" href=\"https:\/\/dribbble.com\/shots\/2658545-Onboarding-DailyUI\" rel=\"noopener\">this onboarding screen<\/a> from designer Salman Shah.<\/p>\n<figure><a target=\"_blank\" href=\"https:\/\/dribbble.com\/shots\/2658545-Onboarding-DailyUI\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/assets.hongkiat.com\/uploads\/onboarding-design\/01-onboarding-icons-designs.jpg\" alt=\"onboarding icons\" width=\"800\" height=\"600\"><\/a><\/figure>\n<p>He uses vector icons to <strong>visually cue each slide<\/strong>. The icons work <strong>as metaphors for each point<\/strong>, and help <strong>sell the features<\/strong> to the user.<\/p>\n<p>If you don\u2019t have skills to design icons from scratch you can always use <strong><a target=\"_blank\" href=\"https:\/\/www.hongkiat.com\/blog\/40-free-and-useful-gui-icon-sets-for-web-designers\/\" rel=\"noopener\">free icon packs<\/a><\/strong> to your advantage. Many designers release their work for free, and you can easily <strong>incorporate these icons into your onboarding screens<\/strong>.<\/p>\n<p>You can move beyond static icons to <strong>include animation<\/strong> as well. Take for example the finance-based <a target=\"_blank\" href=\"https:\/\/dribbble.com\/shots\/2511183-Financial-Intro\" rel=\"noopener\">onboarding process<\/a> created by Iaroslav Zhmak.<\/p>\n<figure><a target=\"_blank\" href=\"https:\/\/dribbble.com\/shots\/2511183-Financial-Intro\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/assets.hongkiat.com\/uploads\/onboarding-design\/02-financial-animation-onboarding.gif\" alt=\"animation gif onboarding\" width=\"800\" height=\"600\"><\/a><\/figure>\n<p>He uses <strong>plenty of icons<\/strong> but also <strong>places animations into each section<\/strong>. You learn what the app does through visual cues <strong>that animate to draw your attention<\/strong>.<\/p>\n<p>Notice that each onboarding slide <strong>does have a text description as well<\/strong>. This is the real meat of the message because it tells users what they can <strong>actually do with the application<\/strong>. Sometimes a text-only page can <strong>feel like a stuffy college textbook<\/strong> though. Use visuals and animations to spice up each part of the onboarding process.<\/p>\n<h2>Display features in action<\/h2>\n<p>Try to <strong>avoid stating the obvious features<\/strong> or forcing users to memorize all the individual parts of the app. Also try to <strong>avoid basic statements<\/strong> that guide users around the app like \u201cthis is the main menu, this is the friends screen\u201d, etc. Instead try to focus on what these things <strong>can do<\/strong>, and how the user <strong>can interact with these areas<\/strong>.<\/p>\n<p>This strategy is reminiscent of the old marketing adage <strong>\u201cdon\u2019t sell the steak, sell the sizzle\u201d<\/strong>. You want to sell the app <strong>through its benefits to the user<\/strong>, not through arbitrary features and menu items.<\/p>\n<p>For example, <a target=\"_blank\" href=\"https:\/\/dribbble.com\/shots\/2861374-Setup-Savings-account-flow\" rel=\"noopener\">this design<\/a> created by Prakhar Sharma guides you through a full process of working in your bank account.<\/p>\n<figure><a target=\"_blank\" href=\"https:\/\/dribbble.com\/shots\/2861374-Setup-Savings-account-flow\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/assets.hongkiat.com\/uploads\/onboarding-design\/03-savings-account-onboarding-flow.jpg\" alt=\"savings account onboarding\" width=\"800\" height=\"600\"><\/a><\/figure>\n<p>The design <strong>offers a natural flow<\/strong> to help you get started, and guide you every step of the way. This onboarding process forces users to <strong>take action<\/strong> which is ultimately the main goal.<\/p>\n<p>You can either <strong>show the features in action<\/strong> through a demo, or you can help users <strong>take action through the onboarding process<\/strong>. Either method <strong>encourages action over consumption<\/strong> which usually leads to more engaged users.<\/p>\n<p>I found another nice example of a YouTube-style app onboarding screen created by Riko Sapto Dimo. It uses visuals and icons to convey a message, but also helps the user <strong>take action before diving into the app<\/strong>.<\/p>\n<figure><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/assets.hongkiat.com\/uploads\/onboarding-design\/04-app-onboarding-subscriptions-notifications.jpg\" alt=\"onboarding subscribe ui\" width=\"800\" height=\"600\"><\/figure>\n<p>After the \u201cHow It Works\u201d screen you can choose to <strong>set up notifications<\/strong> with the click of a button. This is a <strong>great strategy<\/strong> because many users will completely forget about the app, but with <strong>notifications popping up<\/strong> they\u2019ll <strong>eventually use it again<\/strong> (or disable notifications).<\/p>\n<p>You can also add <strong>buttons to enable or disable features<\/strong> at any point in the onboarding process. These features could relate to newsletter signups, following other accounts, or even <strong>subscribing to updates<\/strong>. Just <strong>get users engaged<\/strong>, and help them <strong>start taking action<\/strong>. From there, it gets easier to <strong>keep them hooked<\/strong>.<\/p>\n<h2>Show one feature at a time<\/h2>\n<p>Most onboarding screens display certain features, and move you through a process from start to finish. <strong>Don\u2019t rush users<\/strong>, and definitely <strong>don\u2019t shove a bunch of information<\/strong> onto the screen at once.<\/p>\n<p>The key to keeping new users interested and excited is to <strong>maintain focus<\/strong> and <strong>showcase one feature at a time<\/strong>. If you shove too much onto the screen then users can <strong>feel overwhelmed<\/strong>. If the onboarding process is too boring then people will get bored and quit.<\/p>\n<p>Each screen should have at least <strong>one new piece of information<\/strong> that\u2019s valuable to the user. You can also do this on the web with a <strong><a target=\"_blank\" href=\"https:\/\/www.hongkiat.com\/blog\/introjs-step-by-step-guide-tutorial\/\" rel=\"noopener\">modal window\/dialog box approach<\/a><\/strong>. However you should still keep <strong>focus on one topic at a time<\/strong> to draw attention where it belongs.<\/p>\n<p>The Dropbox team is planning a new desktop app with onboarding, and Wes O\u2019Haire shared <a target=\"_blank\" href=\"https:\/\/dribbble.com\/shots\/2793914-Dropbox-Desktop-Onboarding\" rel=\"noopener\">this example<\/a> on his Dribbble account.<\/p>\n<figure><a target=\"_blank\" href=\"https:\/\/dribbble.com\/shots\/2793914-Dropbox-Desktop-Onboarding\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/assets.hongkiat.com\/uploads\/onboarding-design\/05-dropbox-dashboard-desktop-app-onboarding.jpg\" alt=\"dropbox app onboarding\" width=\"800\" height=\"600\"><\/a><\/figure>\n<p>Everything about this onboarding screen <strong>feels very natural<\/strong>. You have a blue bar indicating <strong>how far along into the onboarding process<\/strong> you\u2019ve gone. Then you also have clear directions to <strong>move in a step-by-step manner<\/strong> through the process. There\u2019s also a <strong>back button<\/strong> in case the user forgets any previous steps, or just wants a recap.<\/p>\n<p><strong>Focus<\/strong> is the name of the game, and this design keeps users <strong>focused on the actions<\/strong>. By the end of this onboarding process, new users should be able to <strong>comfortably use<\/strong> the Dropbox app on desktop to upload, download, and perform any other actions they need.<\/p>\n<p>And remember that <strong>benefits sell better than features<\/strong>. Explain <strong>what the user gets from the app<\/strong> rather than how quick it runs or how many profiles you can have.<\/p>\n<figure><a target=\"_blank\" href=\"https:\/\/dribbble.com\/shots\/2025728-Onboarding\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/assets.hongkiat.com\/uploads\/onboarding-design\/06-qikwell-onboarding-android-ui.jpg\" alt=\"doctor checkin app onboarding\" width=\"800\" height=\"600\"><\/a><\/figure>\n<p>The above example features a couple screens from a <a target=\"_blank\" href=\"https:\/\/dribbble.com\/shots\/2025728-Onboarding\" rel=\"noopener\">health\/doctor appointment app called Qikwell<\/a>. Each slide demonstrates one major feature <strong>targeted towards the user\u2019s benefit<\/strong> (appointment availability and total # in line).<\/p>\n<p>The last slide also has a small \u201cGet Started\u201d link to <strong>guide users about the next step<\/strong>. It would increase the visibility of that link to encourage engagement, but just having it there is a great idea.<\/p>\n<p>Remember to keep everything <strong>simple and straightforward<\/strong>. Each step of the process <strong>should have a goal<\/strong> to either teach the user or help them move further into the application.<\/p>\n<h2>Wrap up with an action<\/h2>\n<p>By the end of the onboarding process, you should have users that know <strong>what the app offers, what they can do<\/strong>, and <strong>why they should use it<\/strong>. Yet they might <strong>need a push<\/strong> to actually take action and do something.<\/p>\n<p>Always end your onboarding with some type of link or button that <strong>drives the user to get started somewhere<\/strong>. This could be a settings page, a profile page, a user flow screen, or anything similar.<\/p>\n<p>The best <strong>recommended actions will vary<\/strong> based on the goals of your app. A nutrition app might encourage new users to start logging their foods for the day, but a social networking app might send users to a profile screen, or to a <strong>recommended list of users<\/strong> to follow.<\/p>\n<p>In <a target=\"_blank\" href=\"https:\/\/dribbble.com\/shots\/2966830-Onboarding-App\" rel=\"noopener\">this app design<\/a> by Oktafian Nugraha you\u2019ll notice a big orange \u201cLet\u2019s Start!\u201d button at bottom of the last slide. This is super bright and pretty hard to miss.<\/p>\n<figure><a target=\"_blank\" href=\"https:\/\/dribbble.com\/shots\/2966830-Onboarding-App\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/assets.hongkiat.com\/uploads\/onboarding-design\/07-action-button-onboarding-screen.jpg\" alt=\"action button onboarding\" width=\"800\" height=\"600\"><\/a><\/figure>\n<p>This final action button can lead anywhere as long as the <strong>end goal is <a target=\"_blank\" href=\"https:\/\/www.hongkiat.com\/blog\/improve-user-engagement-metrics\/\" rel=\"noopener\">user retention<\/a><\/strong>. Stick this button into your onboarding process, and <strong>make sure it\u2019s visible<\/strong>. If users complete the onboarding, and don\u2019t see a button to wrap up they might <strong>feel trapped<\/strong> and <strong>just leave<\/strong>.<\/p>\n<p>It\u2019s pretty hard to mess this up, so just <strong>plan out a typical user flow<\/strong>, and make sure you <strong>link to an appropriate page<\/strong> at the end of the onboarding process. If the onboarding did its job then new users should already <strong>know what to do from there<\/strong>.<\/p>\n<h2>A Final Look<\/h2>\n<p>Every new project should have some type of help guide or onboarding process for new users. It\u2019s the fastest way to <strong>guide new users<\/strong>, and to <strong>keep more people engaged<\/strong> with your mobile app, website, or desktop program.<\/p>\n<p><strong>Design aesthetics<\/strong> are important but the user experience trumps everything. When done correctly, the onboarding process should be <strong>educational and hopefully a little fun<\/strong>!<\/p>","protected":false},"excerpt":{"rendered":"<p>Jumping into a new app usually comes with a struggle of learning how it works. You might get the hang of it quickly, but there\u2019s always a learning process. The goal of onboarding is to introduce new users to a website, program, or application. With onboarding, you should teach about individual features, how they work,&hellip;<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[352],"tags":[510],"topic":[4520],"class_list":["entry-content","is-maxi"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.8 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Design an Onboarding Process That Actually Helps Users Learn<\/title>\n<meta name=\"description\" content=\"Jumping into a new app usually comes with a struggle of learning how it works. You might get the hang of it quickly, but there&#039;s always a learning\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.hongkiat.com\/blog\/onboarding-design\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Designing an Onboarding Process That Actually Helps Users Learn\" \/>\n<meta property=\"og:description\" content=\"Jumping into a new app usually comes with a struggle of learning how it works. You might get the hang of it quickly, but there&#039;s always a learning\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.hongkiat.com\/blog\/onboarding-design\/\" \/>\n<meta property=\"og:site_name\" content=\"Hongkiat\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/hongkiatcom\" \/>\n<meta property=\"article:published_time\" content=\"2018-12-06T12:12:50+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-04-06T11:08:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/assets.hongkiat.com\/uploads\/onboarding-design\/01-onboarding-icons-designs.jpg\" \/>\n<meta name=\"author\" content=\"Jake Rocheleau\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@hongkiat\" \/>\n<meta name=\"twitter:site\" content=\"@hongkiat\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jake Rocheleau\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/onboarding-design\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/onboarding-design\\\/\"},\"author\":{\"name\":\"Jake Rocheleau\",\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/#\\\/schema\\\/person\\\/966b2daea15283b4145e71aa98a82c2a\"},\"headline\":\"Designing an Onboarding Process That Actually Helps Users Learn\",\"datePublished\":\"2018-12-06T12:12:50+00:00\",\"dateModified\":\"2023-04-06T11:08:08+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/onboarding-design\\\/\"},\"wordCount\":1400,\"commentCount\":5,\"publisher\":{\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/onboarding-design\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/assets.hongkiat.com\\\/uploads\\\/onboarding-design\\\/01-onboarding-icons-designs.jpg\",\"keywords\":[\"Web Designers\"],\"articleSection\":[\"Web Design\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/onboarding-design\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/onboarding-design\\\/\",\"url\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/onboarding-design\\\/\",\"name\":\"How to Design an Onboarding Process That Actually Helps Users Learn\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/onboarding-design\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/onboarding-design\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/assets.hongkiat.com\\\/uploads\\\/onboarding-design\\\/01-onboarding-icons-designs.jpg\",\"datePublished\":\"2018-12-06T12:12:50+00:00\",\"dateModified\":\"2023-04-06T11:08:08+00:00\",\"description\":\"Jumping into a new app usually comes with a struggle of learning how it works. 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