Onboarding Patterns: Guided Actions4:53 with Hope Armstrong
See onboarding patterns for guided actions.
Guide an action for...
- account setup
Onboarding Patterns: Guided Actions
- progress bars
- permission priming
- Gusto - Really Good UX onboarding breakdown
- LinkedIn - If you have an account, log in to see the profile completeness.
- Duolingo - Really Good UX onboarding breakdown
- Headspace - Really Good UX onboarding breakdown
- Tiktok - Really Good UX onboarding breakdown
Welcome back. 0:00 In this video, I'll show you some onboarding patterns for guided actions. 0:01 Here are a few situations when you'd want to guide users to perform an action. 0:06 Guide an action for account setup, 0:12 personalization, and permissions. 0:15 Let's take a closer look at account setup. 0:21 When onboarding users, the product you're designing for 0:24 may need some data upfront, before their products can truly be utilized. 0:27 Let's look at Gusto, a human resources tool for businesses. 0:32 As an HR tool, there is a lot of complexity and nuances. 0:36 So, they've divided the account setup into an eight step process. 0:41 As you go through the process, each section is completed. 0:45 This checklist approach can be seen in consumer facing products as well. 0:49 But for consumer facing products, they're generally more lightweight. 0:54 The professional social network LinkedIn, 0:59 provides an account completion progress bar. 1:01 This gamifies the experience, by giving a name to strength of my profile, 1:05 and encouraging me to level up to the next stage, just like in a video game. 1:10 Another option is to defer the account setup until after the user sees 1:17 the value of the products. 1:21 Duolingo is an educational platform for learning languages. 1:24 When visiting their website, you can immediately engage with the app, and 1:28 discover its benefits before committing to creating an account. 1:32 After the user has learned a few new words, they're prompted to create 1:36 an account, to save their progress, and complete more language lessons. 1:39 Now let's dive into personalization techniques. 1:44 You may find that your app is content-driven. 1:48 And, it would help to know users' goals and 1:51 preferences to customize their experience, and sort them into personas. 1:53 When the meditation app, Headspace, is installed, 1:59 the user is presented with a survey to understand their goals and preferences. 2:02 This helps the app create a meditation routine, customized to their goals, 2:08 experience levels, and existing routines. 2:12 It's worth noting that someone who hasn't meditated may not have clear goals and 2:15 preferences in mind. 2:20 Provide a way for them to explore the app on their own and 2:22 tweak their preferences later. 2:26 The social media app, TikTok, asks for your interests when you sign up. 2:29 They also remind users to scroll through their feed, 2:34 as this continuously informs the app of their preferences. 2:37 This customization helps users tailor the app to their needs. 2:41 It's worth noting this solution only works for 2:45 products with differentiated offerings. 2:48 Some products don't have variability in content and experiences shown to users. 2:51 This onboarding pattern wouldn't readily fit in a video conferencing app like Zoom, 2:57 where the goal is to meet with others in a video call. 3:02 It essentially looks the same for all users, whereas TikTok is 3:06 highly customizable, and everybody's feed is filled with different content. 3:10 Another onboarding scenario is a product that depends on permissions. 3:16 I use an app called Planta, which helps me care for my plants. 3:21 When I installed the app, the app asked me to allow location sharing so 3:25 they could give me care instructions for the weather in my area. 3:30 They stated the value upfront, before displaying Apple's system-provided alert. 3:34 They used a technique called permission priming. 3:39 Priming is the act of preparing a user for action. 3:43 Without being primed, 3:47 I may have been caught off guard by a gardening app needing to know my location. 3:48 After all, I won't be moving around. 3:53 I'll just be gardening in one spot. 3:56 But, after given some context, I understand the average temperature and 3:59 humidity in my area will enable the app to tailor its plant care advice. 4:03 For more information about permission priming, check out the teacher's notes. 4:09 Okay, let's recap the methods used for guided actions. 4:14 Progress bars and checklists can be used to show progression towards a task. 4:20 Surveys and quizzes enable users to customize their experience by embarking 4:26 on divergent paths that cater to their interest. 4:31 Finally, permission priming shows users the value of enabling a permission 4:35 before they're confronted with the platform's generic permission message. 4:40 That's a wrap for guided onboarding actions. 4:45 Up next, we'll take a close look at the holistic onboarding experience. 4:48
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