Onboarding: tasks, principles, tools

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rakibhasan02
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Joined: Sun Dec 15, 2024 4:59 am

Onboarding: tasks, principles, tools

Post by rakibhasan02 »

What is it? Onboarding is the process of introducing a client to a product: a website, an application. Its task is to facilitate understanding of the functionality and show the options of the selected project.

How does it work? Onboarding is implemented using slides, bots, and newsletters. The principles are the same for each tool: conciseness, clarity, and focus on the target audience.

The essence of onboarding
The term "user onboarding" comes from the English language (user onboarding). This is a certain sequence of actions that help introduce the client to the digital product. During the presentation, the main targeted industry database competitive advantages of the company are also mentioned to finally dispel all doubts of the user.

The essence of onboarding
The essence of onboarding
A well-designed onboarding helps to convey to the client how to solve his problem, putting in minimal effort to achieve the goal. Due to the fact that the values, advantages and capabilities of the product are voiced, the user develops a loyal attitude towards the company. This, in turn, is a very important aspect for long-term cooperation.

Below are the key goals of customer onboarding.

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Greeting and training . Onboarding allows you to interest the user from the very beginning. After greeting and presenting the product's strengths and benefits, the client is offered a specific guide that allows him to solve his problem in the shortest possible time. This approach helps to win over the user and make a good first impression.
Engagement . User onboarding helps to introduce customers to the main values ​​of a digital product and demonstrate its advantages. Such tactics of working with the user not only allow to significantly increase the level of their engagement, but also give the company additional competitive advantages.
Retention . Onboarding is an effective tool that helps to achieve loyalty and teach the client the nuances of working with the product. Thanks to this, the user will be highly likely to be ready for long-term cooperation. Accordingly, the percentage of clients who go to competitors decreases.
The example below helps to better understand the onboarding system. Canva, an online service for creating graphic design elements, asks to clarify the purpose of using the program immediately after registration. This allows it to provide relevant templates in the future.
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