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What is user onboarding?

The process that takes a new user from sign-up to their first real success with a product.

Updated

Definition

User onboarding is everything that happens between sign-up and a user's first real success: setup, guidance, sample data, emails and in-product help. Its goal is activation, not finishing a tour.

What works

  • Remove steps before the first value moment.
  • Lead with one action, the one retained users take first.
  • Use real data early, or good sample data.
  • Follow up with people who stalled, based on what they did.

How to measure it

A funnel from sign-up through each onboarding step to the activation action, with the time each step takes. The biggest drop is the first thing to fix.

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