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Welcome back.

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In this video, I'll show you some
onboarding patterns for guided actions.

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Here are a few situations when you'd want
to guide users to perform an action.

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Guide an action for account setup,

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personalization, and permissions.

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Let's take a closer look at account setup.

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When onboarding users,
the product you're designing for

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may need some data upfront, before
their products can truly be utilized.

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Let's look at Gusto,
a human resources tool for businesses.

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As an HR tool,
there is a lot of complexity and nuances.

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So, they've divided the account
setup into an eight step process.

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As you go through the process,
each section is completed.

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This checklist approach can be seen
in consumer facing products as well.

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But for consumer facing products,
they're generally more lightweight.

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The professional social network LinkedIn,

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provides an account
completion progress bar.

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This gamifies the experience, by giving
a name to strength of my profile,

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and encouraging me to level up to the next
stage, just like in a video game.

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Another option is to defer the account
setup until after the user sees

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the value of the products.

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Duolingo is an educational platform for
learning languages.

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When visiting their website, you can
immediately engage with the app, and

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discover its benefits before
committing to creating an account.

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After the user has learned a few new
words, they're prompted to create

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an account, to save their progress,
and complete more language lessons.

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Now let's dive into
personalization techniques.

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You may find that your
app is content-driven.

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And, it would help to
know users' goals and

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preferences to customize their experience,
and sort them into personas.

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When the meditation app,
Headspace, is installed,

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the user is presented with a survey to
understand their goals and preferences.

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This helps the app create a meditation
routine, customized to their goals,

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experience levels, and existing routines.

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It's worth noting that someone who hasn't
meditated may not have clear goals and

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preferences in mind.

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Provide a way for
them to explore the app on their own and

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tweak their preferences later.

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The social media app, TikTok, asks for
your interests when you sign up.

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They also remind users to
scroll through their feed,

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as this continuously informs
the app of their preferences.

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This customization helps users
tailor the app to their needs.

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It's worth noting this
solution only works for

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products with differentiated offerings.

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Some products don't have variability in
content and experiences shown to users.

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This onboarding pattern wouldn't readily
fit in a video conferencing app like Zoom,

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where the goal is to meet
with others in a video call.

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It essentially looks the same for
all users, whereas TikTok is

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highly customizable, and everybody's
feed is filled with different content.

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Another onboarding scenario is
a product that depends on permissions.

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I use an app called Planta,
which helps me care for my plants.

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When I installed the app, the app
asked me to allow location sharing so

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they could give me care instructions for
the weather in my area.

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They stated the value upfront, before
displaying Apple's system-provided alert.

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They used a technique
called permission priming.

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Priming is the act of preparing a user for
action.

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Without being primed,

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I may have been caught off guard by a
gardening app needing to know my location.

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After all, I won't be moving around.

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I'll just be gardening in one spot.

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But, after given some context,
I understand the average temperature and

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humidity in my area will enable the app
to tailor its plant care advice.

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For more information about permission
priming, check out the teacher's notes.

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Okay, let's recap the methods used for
guided actions.

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Progress bars and checklists can be
used to show progression towards a task.

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Surveys and quizzes enable users to
customize their experience by embarking

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on divergent paths that
cater to their interest.

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Finally, permission priming shows users
the value of enabling a permission

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before they're confronted with
the platform's generic permission message.

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That's a wrap for
guided onboarding actions.

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Up next, we'll take a close look at
the holistic onboarding experience.