{"id":166114,"date":"2024-12-05T00:25:35","date_gmt":"2024-12-05T00:25:35","guid":{"rendered":"https:\/\/userpilot.com\/blog\/user-onboarding-best-practices-2\/"},"modified":"2026-02-27T15:01:55","modified_gmt":"2026-02-27T15:01:55","slug":"user-onboarding-best-practices","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/user-onboarding-best-practices\/","title":{"rendered":"7 User Onboarding Best Practices with Examples"},"content":{"rendered":"<p>A great user onboarding experience can be the difference between a successful app and a dud.<\/p>\n<p>Unfortunately, when it comes to onboarding, you\u2019ve only got moments to charm your users and convince them they\u2019re in the right place. But nailing that <a href=\"https:\/\/userpilot.com\/solutions\/user-onboarding-software\/\" target=\"_blank\" rel=\"noopener noreferrer\">perfect onboarding experience<\/a> can be tricky &#8211; signups, welcome messages, walkthroughs&#8230;<\/p>\n<p>Where do you begin? Well, this article&#8217;s seven user onboarding best practices can help you transform your onboarding process and customer success teams into world-beaters that drive product growth.<\/p>\n<h2 id=\"bk4ll\">What is user onboarding and why is it important?<\/h2>\n<p><a href=\"https:\/\/userpilot.com\/blog\/how-to-improve-user-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">User onboarding<\/a> is the process of helping new users become proficient with your app. It encompasses everything you do to help users get comfortable using your product.<\/p>\n<p>Good user onboarding helps users recognize how your product will improve their lives. Essentially, it enables users to think, <em>\u201cWow, I get why this product is awesome!\u201d<\/em> This is the activation point or the <a href=\"https:\/\/userpilot.com\/blog\/the-aha-moment-for-product-onboarding-activation\/\" target=\"_blank\" rel=\"noopener noreferrer\">&#8220;Aha!&#8221; moment of product onboarding<\/a>.<\/p>\n<p>But onboarding doesn&#8217;t end with the basics. <a href=\"https:\/\/userpilot.com\/blog\/secondary-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">Secondary onboarding<\/a>, for example, uses features like <a href=\"https:\/\/userpilot.com\/blog\/in-app-guidance-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">contextual in-app guidance<\/a> to introduce more advanced or newly added features.<\/p>\n<p>This form of continuous onboarding provides proactive guidance to users, helping them adopt new features and stay engaged with your product. It also creates a connection between the product and the user.<\/p>\n<p>Unfortunately, about <a href=\"https:\/\/productled.com\/book\/onboarding\" target=\"_blank\" rel=\"nofollow noopener\">40-60% of new users<\/a> of SaaS products only visit a product during sign-up, never to return. Good onboarding, therefore, must get users to activate quickly, leading to better user retention.<\/p>\n<p>So, how can you ensure your onboarding process achieves this purpose? Consider seven tried and tested user onboarding best practices that can turn new users into fully engaged customers.<\/p>\n<p><!--ARCADE EMBED START--><\/p>\n<div style=\"position: relative; padding-bottom: calc(58.93617021276596% + 41px); height: 0; width: 100%;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%; color-scheme: light;\" title=\"Experience Userpilot for User Onboarding\" src=\"https:\/\/sw11.userpilot.com\/DTTewl3dbjXoCMMg8gGY?embed&amp;embed_mobile=tab&amp;embed_desktop=inline&amp;show_copy_link=true\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p><!--ARCADE EMBED END--><\/p>\n<h2 id=\"9ogc8\">1. Leave a lasting first impression<\/h2>\n<p>The user onboarding process lies at the start of your <a href=\"https:\/\/userpilot.com\/blog\/b2b-saas-customer-journey-map\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer journey<\/a>. Your goal should be to capture users\u2019 attention and loyalty in those early moments by creating an excellent first impression.<\/p>\n<p>Note that onboarding doesn&#8217;t just start when users log in &#8211; it begins the moment they spot your product in the wild, whether through an ad, a friend&#8217;s recommendation, or a Google search.<\/p>\n<p>This initial meeting must be good enough to push them to sign up for your product. Still, you need to leave a lasting first impression after they sign up. How do you do this?<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/good-impression_4490c21d130c9c05918a22c586b9034f_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/good-impression_4490c21d130c9c05918a22c586b9034f_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/good-impression_4490c21d130c9c05918a22c586b9034f_800.jpg\" alt=\"user-onboarding-best-practices\" \/><\/picture><figcaption>Creating a good first impression sets the tone for seamless onboarding.<\/figcaption><\/figure>\n<p>The first step, of course, is always to <a href=\"https:\/\/userpilot.com\/blog\/welcome-screen-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">welcome users warmly<\/a>.<\/p>\n<p>Then, <a href=\"https:\/\/userpilot.com\/blog\/onboarding-checklist-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">provide a personalized checklist<\/a> to guide users to the 3-5 key actions they must complete to reach the \u2018Aha\u2019 moment. This should tell users what to do, help them do it, and show them how much they&#8217;ve done at each point (using a progress bar).<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/user-onboarding-checklist_fc978f530c6bc6c85e022af818282d6c_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/user-onboarding-checklist_fc978f530c6bc6c85e022af818282d6c_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/user-onboarding-checklist_fc978f530c6bc6c85e022af818282d6c_800.jpg\" alt=\"onboarding checklist - user onboarding best practices\" \/><\/picture><figcaption>A sample onboarding checklist.<\/figcaption><\/figure>\n<p>To help users complete each action, link <a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthroughs-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">interactive walkthroughs<\/a> with checklist items, showing users how to complete the target action.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/attention-insight-checklist_3a642dd29043330e0eebf7f240b11d04.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/attention-insight-checklist_3a642dd29043330e0eebf7f240b11d04.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/attention-insight-checklist_3a642dd29043330e0eebf7f240b11d04.gif\" alt=\"attention insight walkthrough checklist - user onboarding best practices\" \/><\/picture><figcaption>Attention Insight guides users through checklists with walkthroughs.<\/figcaption><\/figure>\n<p>Sometimes, though, there&#8217;s so much to say that you can&#8217;t fit it all into an onboarding sequence. In that case, you can craft an <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-emails\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding email<\/a> with useful resources, quick-start guides, and helpful tips to help users feel at ease.<\/p>\n<h3 id=\"3nnh3\">What not to do&#8230;<\/h3>\n<ol type=\"1\">\n<li><strong>Don&#8217;t leave empty states<\/strong>: <a href=\"https:\/\/userpilot.com\/blog\/empty-state-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Empty states<\/a> can leave users feeling lost and unsure of what to do next. So, fill them up with informative and actionable content.<\/li>\n<li><strong>Avoid generic product tours<\/strong>: <a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthrough-vs-product-tour\/\" target=\"_blank\" rel=\"noopener noreferrer\">Product tours<\/a> tend to be lengthy, unengaging, and overwhelming. Instead, interactive walkthroughs are more engaging and contextual, increasing the user&#8217;s chance of completing them and reaching the activation point.<\/li>\n<li><strong>Don&#8217;t overexplain intuitive stuff<\/strong>: Trust your user&#8217;s intelligence. If something works just like every other app (like a save button or search bar), there&#8217;s no point explaining it.<\/li>\n<li><strong>Never leave users hanging without a clear path to get help<\/strong>: Your <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-flow\/\">user onboarding flow simply<\/a> cannot cover every detail. So, empower users to get help when they need it. You can do this using a chat bubble, a help center link, or a friendly &#8220;Need help?&#8221; button.<\/li>\n<\/ol>\n<h3 id=\"6bg5s\">Talana &#8211; an excellent user onboarding example<\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/talana-case-study\/\" target=\"_blank\" rel=\"noopener noreferrer\">Talana&#8217;s onboarding example<\/a> brings it all together.<\/p>\n<p>This human resource solutions provider offers complex products for managing payroll, recruiting staff, managing workplace communities, etc.<\/p>\n<p>Talana originally elected to provide the necessary training themselves. But, as the customer base grew, this became untenable. So, they found a way to automate the process while leaving a lasting first impression.<\/p>\n<p>First, new users receive a checklist with four key action items needed for activation. Then, as users begin navigating the product, Talana keeps them engaged through contextual tooltips, modals, and banners offering helpful information.<\/p>\n<p>Finally, they incorporated an in-app resource center for on-demand support to ensure continued user retention.<\/p>\n<figure class=\"gallery regular\">\n<div class=\"strchf-gallery\">\n<div class=\"strchf-gallery-preloader\" style=\"background-color: #f8f8f8; line-height: 0; margin-top: 40px; padding: 30% 0; text-align: center; width: 100%;\">\n<div style=\"background: url(data:image\/gif; base64,r0lgodlhlaasapueaodg4kurq9pt0\/j4+jubm9xv1fly8ubm5qampqenp8rkyttu1mjiyli4uoxl5ezs7kysrle3t6cgokghoehh4cpdw9vb25qamr6+vsnjyc\/pz\/hx8b29vctexmlcwra2tuli4qqqquvr666urq+vr+tk5nra2pycnj+fn\/pz8waaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaach\/c05fvfndqvbfmi4waweaaaah+qqeawd\/acwaaaaalaasaaadpji63p4wykmrvtjrzbv\/yciozgmeakqubou+cewcqqdaaueekccyuv3vv6lzzmikcslsop\/qqhrkrvqvweucach5baudaaaalakafaaoaaqaaauvodjncmceqgrokbpfkhc3wctkjx2gach5baudaaaalagaewaqaayaaauiiaach2iej0qqegoaxriujwqsxjet9xktmrxljykzserucaah+qqfawaaacwiabmaggagaaafkydwznkdngiqrg\/heuzqwauqviqiu3rtglextmxh1uq\/xizyo55giqxtgqiaifkebqmaaaascaataboabgaabsqgqaeiaz5owpojansdoc5qrdoq1diajqe63er0qsh4lsfpfqiaifkebqmaaaascaauaboabaaabrogii6kseeqvzbvwkii7baf+8a2vtvjmfkaeaah+qqfawaaacwiabmaggagaaafkcagjuroggvaomlfeju6krjovc+ank1t4wrdibdqvwi+h0lbup18gbaaifkebqmaaaascaatabsabgaabtpgmfiwaj7hca6nrlzsal1qpdzp+l4luhoq1qnm+fvmh1\/qrzamxddwjfcl4uwk222pdqeaifkebqmaaaascaatabsabgaabtmgadypajpplpvnk36v+xaiwz7bsmz32con4e+0ww1nwiaragpkaacbtlcrkvxwhakhdqeaifkebqmaaaascaatabsabgaabjpaagawebqniayddgwafzojxsleujmcw0airbsdycnginl2v2hwgddwjbif6re6x2aoqmk4cil6\/0rbach5baudaaaalakaewaaaayaaauticcojecjz1lsuzssr6kucljeil4yjf8mioro1yv+giyxkhyt0ril1yrbakpcach5baudaaaalakaewabaayaaau3iccojhbk2vgohieamuawb2etaunzhqdzmpxirlcudeqyueg0kpc3vmxgqt1ypf1xttopsmdzcaah+qqfawaaacwjabmagwagaaagmccbceguwixf4uewxcafegba8gxjq4odlfm0skvi5rew3ca933bzzhrwr+\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\/iqah+qqfawaaacwjabqadgaeaaaggcbup5mcgi9id4hgqsipbyxteyqkpuxqmqgaifkebqmaawascqauaa4abaaaag9eaqploc6webdgmq26raaaow==); display: block; height: 44px; margin: 0 auto -44px; position: relative; top: -22px; width: 44px;\"><\/div>\n<\/div>\n<div class=\"strchf-gallery-images\" style=\"display: none;\">\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/talana-checklist_4a5bd0001088adb5d34fe9bbc3403798_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/talana-checklist_4a5bd0001088adb5d34fe9bbc3403798_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/talana-checklist_4a5bd0001088adb5d34fe9bbc3403798_800.jpg\" alt=\"talana checklist\" \/><\/picture><\/div>\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/talana-resource-center_4a5bd0001088adb5d34fe9bbc3403798_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/talana-resource-center_4a5bd0001088adb5d34fe9bbc3403798_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/talana-resource-center_4a5bd0001088adb5d34fe9bbc3403798_800.jpg\" alt=\"talana tooltip\" \/><\/picture><\/div>\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/talana-tooltip_4a5bd0001088adb5d34fe9bbc3403798_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/talana-tooltip_4a5bd0001088adb5d34fe9bbc3403798_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/talana-tooltip_4a5bd0001088adb5d34fe9bbc3403798_800.jpg\" alt=\"talana resource center\" \/><\/picture><\/div>\n<\/div>\n<div class=\"strchf-gallery-controls\" style=\"display: none;\">\n<div class=\"strchf-gallery-control-prev\" role=\"button\">\u2039<\/div>\n<div class=\"strchf-gallery-control-next\" role=\"button\">\u203a<\/div>\n<\/div>\n<div class=\"strchf-gallery-nav\" style=\"display: none;\">\n<div role=\"button\"><\/div>\n<div role=\"button\"><\/div>\n<div role=\"button\"><\/div>\n<\/div>\n<\/div><figcaption>Talana goes all out to leave a lasting impression.<\/figcaption><\/figure>\n<p><!-- User Onboarding Best Practices Interactive Lead Gen Piece --><\/p>\n<div id=\"userpilot-onboarding-best-practices-container\">\n<p><!-- Progress Bar (Starts at 35% to drive engagement) --><\/p>\n<div id=\"onboarding-best-practices-progress-wrapper\">\n<div id=\"onboarding-best-practices-progress-fill\" style=\"width: 35%;\"><\/div>\n<\/div>\n<p><!-- Question 1 --><\/p>\n<div class=\"onboarding-best-practices-slide active-slide\">\n<h3>Which of these user onboarding best practices is your current priority?<\/h3>\n<p>Success starts with a lasting first impression. Are you focused on reaching the &#8220;Aha!&#8221; moment faster or tailoring the journey for different personas?<\/p>\n<p><button class=\"onboarding-best-practices-btn\">Leaving a lasting first impression with checklists and walkthroughs<\/button><br \/>\n<button class=\"onboarding-best-practices-btn\">Tailoring the experience to specific user needs and goals<\/button><br \/>\n<button class=\"onboarding-best-practices-btn\">Implementing gamification to drive higher engagement<\/button><\/p>\n<\/div>\n<p><!-- Question 2 --><\/p>\n<div class=\"onboarding-best-practices-slide\">\n<h3>How do you currently handle friction in your onboarding process?<\/h3>\n<p>Bad friction can deter up to 60% of new users. Identifying and fixing these points is one of the most critical user onboarding best practices.<\/p>\n<p><button class=\"onboarding-best-practices-btn\">We use analytics like autocapture and session recordings<\/button><br \/>\n<button class=\"onboarding-best-practices-btn\">We rely on proactive customer feedback and in-app surveys<\/button><br \/>\n<button class=\"onboarding-best-practices-btn\">We struggle to identify where users are dropping off<\/button><\/p>\n<\/div>\n<p><!-- Question 3 --><\/p>\n<div class=\"onboarding-best-practices-slide\">\n<h3>What is your strategy for users who abandon the onboarding flow?<\/h3>\n<p>User onboarding best practices extend beyond the first login. A solid re-engagement plan is essential for winning back inactive customers.<\/p>\n<p><button class=\"onboarding-best-practices-btn\">We use automated re-engagement emails to &#8220;woo&#8221; users back<\/button><br \/>\n<button class=\"onboarding-best-practices-btn\">We trigger exit surveys to understand why they are leaving<\/button><br \/>\n<button class=\"onboarding-best-practices-btn\">We don&#8217;t have a formal re-engagement process yet<\/button><\/p>\n<\/div>\n<p><!-- Final Slide\/Result --><\/p>\n<div class=\"onboarding-best-practices-slide\">\n<h3>Master User Onboarding Best Practices with Userpilot.<\/h3>\n<p>Don&#8217;t let 60% of your users disappear after sign-up. Userpilot makes it easy to implement every user onboarding best practice\u2014from tailored flows and interactive checklists to gamification and friction analysis\u2014without writing a single line of code. Ready to turn your new users into fully engaged, loyal customers?<\/p>\n<p><a id=\"onboarding-best-practices-final-cta\" href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_self\">Request an Onboarding Strategy Demo<\/a><\/p>\n<\/div>\n<\/div>\n<p><!-- End of Piece --><\/p>\n<p><!-- IMPORTANT: Upload the user_onboarding_logic.js file to your WordPress Media Library and replace the PATH below with your actual file link. --><\/p>\n<p><script defer src=\"https:\/\/userpilot.com\/blog\/wp-content\/uploads\/2024\/12\/user-onboarding-best-practices-1.js\" defer><\/script><\/p>\n<h2 id=\"9ae21\">2. Tailor user experience to their needs and goals<\/h2>\n<p>Chances are, if you have a SaaS product, you\u2019ve got a varied user base. These users visit your product with different goals in mind. To help them get the most out of your product, you must tailor their experiences to match these goals.<\/p>\n<p>Think of this as a 3-step process:<\/p>\n<h3 id=\"9b52q\">Step 1: Understand your users<\/h3>\n<p>The first step to creating a great user onboarding experience is understanding why the user signed up for your product in the first place.<\/p>\n<p>For this, you&#8217;ll need to <a href=\"https:\/\/userpilot.com\/blog\/user-persona-examples-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">craft user personas<\/a> for different user segments. This part will require some work. First, you need to understand your product and its use case. Ask yourself&#8230;<\/p>\n<ul>\n<li>How complex is the product?<\/li>\n<li>Does the product have\/support different use cases or <a href=\"https:\/\/userpilot.com\/blog\/jtbd-product-management\/\" target=\"_blank\" rel=\"noopener noreferrer\">jobs to be done (JTBD)<\/a>?<\/li>\n<li>Does each use case need a different onboarding flow?<\/li>\n<li>What\u2019s the quickest way for them to experience value?<\/li>\n<\/ul>\n<p>For example, users can navigate a simple doc-to-pdf conversion tool without any instructions. But what if you have a complex analytics tool with different features and use cases?<\/p>\n<p>Then, you\u2019ll have to create user personas around those use cases. For each persona, highlight their background, need\/problem, and how your product can help them.<\/p>\n<h3 id=\"26hlf\">Step 2: Create tailored flows<\/h3>\n<p>Next, consider the quickest way to help your users experience your product\u2019s value. This will mean creating tailored onboarding flows for a complex product with multiple use cases for each persona.<\/p>\n<p>The reason is simple &#8211; a good onboarding flow addresses a user\u2019s immediate need.<\/p>\n<p>For example, users downloading your tool for its analytics features will want to use the dashboard to track important metrics. So, what will they need to do to make the dashboard useful to them?<\/p>\n<p>Do you have dummy data to show them how it works? Do they have to install a tracking script to start collecting their data? How does the dashboard work? What are the customization options, and how easy are they to find? How about data filtering?<\/p>\n<p>These questions will help you lay out your onboarding steps and determine which steps (or screens) need extra guidance. You can then contemplate the best form of guidance for each step.<\/p>\n<p>For instance, you can combine a checklist item with a tooltip to guide the user in installing the JS script. Likewise, you can use a <a href=\"https:\/\/userpilot.com\/blog\/website-tooltip\/\" target=\"_blank\" rel=\"noopener noreferrer\">tooltip<\/a> to highlight the filter button or showcase the dashboard customization tab.<\/p>\n<h3 id=\"88tgk\">Step 3: Connect users to the right flows<\/h3>\n<p>Finally, identify each user\u2019s persona and link them to the appropriate onboarding flows. The easiest way to do this is by using a <a href=\"https:\/\/userpilot.com\/blog\/welcome-survey\/\" target=\"_blank\" rel=\"noopener noreferrer\">welcome survey<\/a> to determine their goals and JTBD.<\/p>\n<p>Then, you can segment them using that information and trigger the appropriate flow.<\/p>\n<p>For example, if your tool has analytics and engagement features, you can trigger an analytics-focused flow for product analysts and an engagement-focused flow for a UX designer.<\/p>\n<p>This approach ensures you don&#8217;t overwhelm them with information they don\u2019t need.<\/p>\n<p>The eCommerce email marketing platform, Jilt, initially made that mistake. Their onboarding email flow discussed everything from newsletters to win-back emails, shipping notifications, abandoned cart reminders, etc.<\/p>\n<p>The result was a conversion nightmare as users felt there was so much to learn. To fix this, they used a survey to determine user&#8217;s goals. Then, they split the flow to focus only on each user&#8217;s primary need.<\/p>\n<figure class=\"gallery regular\">\n<div class=\"strchf-gallery\">\n<div class=\"strchf-gallery-preloader\" style=\"background-color: #f8f8f8; line-height: 0; margin-top: 40px; padding: 30% 0; text-align: center; width: 100%;\">\n<div style=\"background: url(data:image\/gif; base64,r0lgodlhlaasapueaodg4kurq9pt0\/j4+jubm9xv1fly8ubm5qampqenp8rkyttu1mjiyli4uoxl5ezs7kysrle3t6cgokghoehh4cpdw9vb25qamr6+vsnjyc\/pz\/hx8b29vctexmlcwra2tuli4qqqquvr666urq+vr+tk5nra2pycnj+fn\/pz8waaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaach\/c05fvfndqvbfmi4waweaaaah+qqeawd\/acwaaaaalaasaaadpji63p4wykmrvtjrzbv\/yciozgmeakqubou+cewcqqdaaueekccyuv3vv6lzzmikcslsop\/qqhrkrvqvweucach5baudaaaalakafaaoaaqaaauvodjncmceqgrokbpfkhc3wctkjx2gach5baudaaaalagaewaqaayaaauiiaach2iej0qqegoaxriujwqsxjet9xktmrxljykzserucaah+qqfawaaacwiabmaggagaaafkydwznkdngiqrg\/heuzqwauqviqiu3rtglextmxh1uq\/xizyo55giqxtgqiaifkebqmaaaascaataboabgaabsqgqaeiaz5owpojansdoc5qrdoq1diajqe63er0qsh4lsfpfqiaifkebqmaaaascaauaboabaaabrogii6kseeqvzbvwkii7baf+8a2vtvjmfkaeaah+qqfawaaacwiabmaggagaaafkcagjuroggvaomlfeju6krjovc+ank1t4wrdibdqvwi+h0lbup18gbaaifkebqmaaaascaatabsabgaabtpgmfiwaj7hca6nrlzsal1qpdzp+l4luhoq1qnm+fvmh1\/qrzamxddwjfcl4uwk222pdqeaifkebqmaaaascaatabsabgaabtmgadypajpplpvnk36v+xaiwz7bsmz32con4e+0ww1nwiaragpkaacbtlcrkvxwhakhdqeaifkebqmaaaascaatabsabgaabjpaagawebqniayddgwafzojxsleujmcw0airbsdycnginl2v2hwgddwjbif6re6x2aoqmk4cil6\/0rbach5baudaaaalakaewaaaayaaauticcojecjz1lsuzssr6kucljeil4yjf8mioro1yv+giyxkhyt0ril1yrbakpcach5baudaaaalakaewabaayaaau3iccojhbk2vgohieamuawb2etaunzhqdzmpxirlcudeqyueg0kpc3vmxgqt1ypf1xttopsmdzcaah+qqfawaaacwjabmagwagaaagmccbceguwixf4uewxcafegba8gxjq4odlfm0skvi5rew3ca933bzzhrwr+\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\/iqah+qqfawaaacwjabqadgaeaaaggcbup5mcgi9id4hgqsipbyxteyqkpuxqmqgaifkebqmaawascqauaa4abaaaag9eaqploc6webdgmq26raaaow==); display: block; height: 44px; margin: 0 auto -44px; position: relative; top: -22px; width: 44px;\"><\/div>\n<\/div>\n<div class=\"strchf-gallery-images\" style=\"display: none;\">\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/jilt-welcome-survey_c522a8b3034b8c1e28598103105a3561_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/jilt-welcome-survey_c522a8b3034b8c1e28598103105a3561_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/jilt-welcome-survey_c522a8b3034b8c1e28598103105a3561_800.jpg\" alt=\"jilt welcome survey - user onboarding best practices\" \/><\/picture><\/div>\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/jilt-sign-up-flow_c522a8b3034b8c1e28598103105a3561_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/jilt-sign-up-flow_c522a8b3034b8c1e28598103105a3561_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/jilt-sign-up-flow_c522a8b3034b8c1e28598103105a3561_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/jilt-sign-up-flow_c522a8b3034b8c1e28598103105a3561_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/jilt-sign-up-flow_c522a8b3034b8c1e28598103105a3561_800.jpg\" alt=\"jilt onboarding flow - user onboarding best practices\" \/><\/picture><\/div>\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/jilt-onboarding-checklist_c522a8b3034b8c1e28598103105a3561_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/jilt-onboarding-checklist_c522a8b3034b8c1e28598103105a3561_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/jilt-onboarding-checklist_c522a8b3034b8c1e28598103105a3561_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/jilt-onboarding-checklist_c522a8b3034b8c1e28598103105a3561_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/jilt-onboarding-checklist_c522a8b3034b8c1e28598103105a3561_800.jpg\" alt=\"jilt onboarding checklist - user onboarding best practices\" \/><\/picture><\/div>\n<\/div>\n<div class=\"strchf-gallery-controls\" style=\"display: none;\">\n<div class=\"strchf-gallery-control-prev\" role=\"button\">\u2039<\/div>\n<div class=\"strchf-gallery-control-next\" role=\"button\">\u203a<\/div>\n<\/div>\n<div class=\"strchf-gallery-nav\" style=\"display: none;\">\n<div role=\"button\"><\/div>\n<div role=\"button\"><\/div>\n<div role=\"button\"><\/div>\n<\/div>\n<\/div><figcaption>Jilt\u2019s new user onboarding flow targets user\u2019s needs.<\/figcaption><\/figure>\n<p>Wistia, a video marketing tool, has a similar onboarding experience. As new customers sign up, they are welcomed with the question, &#8220;What&#8217;s your main goal with Wistia?&#8221; The company then tailors the onboarding flow to help the user achieve this goal.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/wistia-welcome-survey_3ddb8d0f52ce19909f2aefe510ece86c_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/wistia-welcome-survey_3ddb8d0f52ce19909f2aefe510ece86c_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/wistia-welcome-survey_3ddb8d0f52ce19909f2aefe510ece86c_800.jpg\" alt=\"wistia welcome survey - user onboarding best practices\" \/><\/picture><figcaption>Wistia&#8217;s welcome survey identifies users\u2019 goals.<\/figcaption><\/figure>\n<div class=\"container-banner-userpilot\" style=\"border: 1px solid #dadada; border-radius: 5px;\">\n<div class=\"wrapper-banner-userpilot\">\n<div><\/div>\n<\/div>\n<\/div>\n<h2 id=\"4259h\">3. Gamify user onboarding for higher engagement<\/h2>\n<p>Next on the list of user onboarding best practices is <a href=\"https:\/\/userpilot.com\/blog\/gamification-strategies-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">gamification<\/a> &#8211; the practice of incorporating gaming elements into the product experience.<\/p>\n<p>A lot of apps are unintuitive and boring to use. And apps that aren&#8217;t boring often struggle to help users find value in them. As a result, <a href=\"https:\/\/www.appcues.com\/blog\/mobile-app-user-onboarding-statistics\" target=\"_blank\" rel=\"nofollow noopener\">25% of users<\/a> abandon an app after using it once.<\/p>\n<p>How can gamification help? Consider a few ways:<\/p>\n<ul>\n<li><strong>Welcome screens<\/strong>: Can you make your welcome screen more interactive? You can include animations to make them more fun or include interactive elements like clickable buttons or videos that push users to engage.<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/attention-insight-gamified-welcome-screen_98065d91f818a4f235c07fc2d5ff59b6_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/attention-insight-gamified-welcome-screen_98065d91f818a4f235c07fc2d5ff59b6_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/attention-insight-gamified-welcome-screen_98065d91f818a4f235c07fc2d5ff59b6_800.jpg\" alt=\"attention insight welcome screen - user onboarding best practices\" \/><\/picture><figcaption>Attention Insight uses engaging elements on its welcome screen.<\/figcaption><\/figure>\n<ul>\n<li><strong>Onboarding checklist<\/strong>: Link your checklist items to a reward program to make them more engaging and rewarding. For example, free trial users can get access to more trial days as they complete more actions.<\/li>\n<li><strong>Milestones and badges<\/strong>: As users complete key actions, trigger gamified celebrations to acknowledge their efforts. You can also issue them with badges for reaching major milestones.<\/li>\n<\/ul>\n<figure class=\"gallery regular\">\n<div class=\"strchf-gallery\">\n<div class=\"strchf-gallery-preloader\" style=\"background-color: #f8f8f8; line-height: 0; margin-top: 40px; padding: 30% 0; text-align: center; width: 100%;\">\n<div style=\"background: url(data:image\/gif; base64,r0lgodlhlaasapueaodg4kurq9pt0\/j4+jubm9xv1fly8ubm5qampqenp8rkyttu1mjiyli4uoxl5ezs7kysrle3t6cgokghoehh4cpdw9vb25qamr6+vsnjyc\/pz\/hx8b29vctexmlcwra2tuli4qqqquvr666urq+vr+tk5nra2pycnj+fn\/pz8waaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaach\/c05fvfndqvbfmi4waweaaaah+qqeawd\/acwaaaaalaasaaadpji63p4wykmrvtjrzbv\/yciozgmeakqubou+cewcqqdaaueekccyuv3vv6lzzmikcslsop\/qqhrkrvqvweucach5baudaaaalakafaaoaaqaaauvodjncmceqgrokbpfkhc3wctkjx2gach5baudaaaalagaewaqaayaaauiiaach2iej0qqegoaxriujwqsxjet9xktmrxljykzserucaah+qqfawaaacwiabmaggagaaafkydwznkdngiqrg\/heuzqwauqviqiu3rtglextmxh1uq\/xizyo55giqxtgqiaifkebqmaaaascaataboabgaabsqgqaeiaz5owpojansdoc5qrdoq1diajqe63er0qsh4lsfpfqiaifkebqmaaaascaauaboabaaabrogii6kseeqvzbvwkii7baf+8a2vtvjmfkaeaah+qqfawaaacwiabmaggagaaafkcagjuroggvaomlfeju6krjovc+ank1t4wrdibdqvwi+h0lbup18gbaaifkebqmaaaascaatabsabgaabtpgmfiwaj7hca6nrlzsal1qpdzp+l4luhoq1qnm+fvmh1\/qrzamxddwjfcl4uwk222pdqeaifkebqmaaaascaatabsabgaabtmgadypajpplpvnk36v+xaiwz7bsmz32con4e+0ww1nwiaragpkaacbtlcrkvxwhakhdqeaifkebqmaaaascaatabsabgaabjpaagawebqniayddgwafzojxsleujmcw0airbsdycnginl2v2hwgddwjbif6re6x2aoqmk4cil6\/0rbach5baudaaaalakaewaaaayaaauticcojecjz1lsuzssr6kucljeil4yjf8mioro1yv+giyxkhyt0ril1yrbakpcach5baudaaaalakaewabaayaaau3iccojhbk2vgohieamuawb2etaunzhqdzmpxirlcudeqyueg0kpc3vmxgqt1ypf1xttopsmdzcaah+qqfawaaacwjabmagwagaaagmccbceguwixf4uewxcafegba8gxjq4odlfm0skvi5rew3ca933bzzhrwr+\/p86xouomaifkebqmaaaascqatabsabgaabjtagxbifipexeehkzkkkxecizi8skvocoqpuhkqrivxmdbyvech+ep+dqptktpnplqxcmcqach5baudaaealaoaewaaaayaaaqommhjwxh1arkzlqhszb2nkn6qsajmtwe6bon73hkyjfuz+clbjzoiaaah+qqfawaaacwkabmaggagaaafiyagjmrpuijqkgfhhsdlqsym2quc43jujy0mreqdfh8rfsoeach5baudaaaalaoaewaaaayaaamdclrcfgo6zkoxjx2dz1hfrhvogiroul3ziqwobcuaifkebqmaaaasfaatabaabgaabixagxbifb4ow8ejobwbakpb47kshp7ukabkvgkrsqbqcruzj8igach5baudaaaalaoaewaaaayaaaygwifwscwaj8iksamadjrcegnzbbqgumr1ck0ynd2wmagaifkebqmaaaasfqataa8abgaabbhwyemrpquhnri7qwiaspddiglowcktvgqaifkebqmaaaasfqauaa4abaaabhhaghbilhe4jqqfsmqimurm0amgsovgabaaifkebqmaaaasfqauaa4abaaabrqgii6kurrgsplfdahgoravxj5gcaah+qqfawaaacwkabqagqaeaaaee3disasd7919hyfgyindr46jfgeaifkebqmaaaascgauabkabaaabbfwyemrpc7dxvsbgsco3mhoeqah+qqfawaaacwkabuagaacaaagd8cccuasgo9hordjzgokqqah+qqfawaaacwkabuagaacaaafdibwawrpnidfvspqomoiach5baudaaaalakafqazaaiaaaysqmnpaigaj0ikwqbaozjq6diiach5baudaaaalakafaazaaqaaauw4gbzq2meacpef6lu8ftarcvfoo2\/iqah+qqfawaaacwjabqadgaeaaaggcbup5mcgi9id4hgqsipbyxteyqkpuxqmqgaifkebqmaawascqauaa4abaaaag9eaqploc6webdgmq26raaaow==); display: block; height: 44px; margin: 0 auto -44px; position: relative; top: -22px; width: 44px;\"><\/div>\n<\/div>\n<div class=\"strchf-gallery-images\" style=\"display: none;\">\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/apollo-gamified-milestone-celebration_895248882e2ca53546744e35be06392c.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/apollo-gamified-milestone-celebration_895248882e2ca53546744e35be06392c.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/apollo-gamified-milestone-celebration_895248882e2ca53546744e35be06392c.gif\" alt=\"apollo gamified celebratory milestone\" \/><\/picture><\/div>\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/growth-engineering-badges_895248882e2ca53546744e35be06392c_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/growth-engineering-badges_895248882e2ca53546744e35be06392c_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/growth-engineering-badges_895248882e2ca53546744e35be06392c_800.jpg\" alt=\"growth engineering badges - user onboarding best practices\" \/><\/picture><\/div>\n<\/div>\n<div class=\"strchf-gallery-controls\" style=\"display: none;\">\n<div class=\"strchf-gallery-control-prev\" role=\"button\">\u2039<\/div>\n<div class=\"strchf-gallery-control-next\" role=\"button\">\u203a<\/div>\n<\/div>\n<div class=\"strchf-gallery-nav\" style=\"display: none;\">\n<div role=\"button\"><\/div>\n<div role=\"button\"><\/div>\n<\/div>\n<\/div><figcaption>Celebrate user achievements with animations and badges.<\/figcaption><\/figure>\n<h2 id=\"dl80i\">4. Go beyond the primary user onboarding experience<\/h2>\n<p>Ultimately, you\u2019ll only learn so much about your users and their needs as they use your product. So, onboarding has to be more than a one-time experience at the start of the user journey.<\/p>\n<p>This is the magic of continuous onboarding &#8211; a process consisting of 3 stages: <em>primary<\/em>, <em>secondary<\/em>, and <em>tertiary<\/em>. Each stage has a distinct starting point, uses different onboarding elements, and applies to unique use cases.<\/p>\n<p>Let\u2019s consider them in a little more detail.<\/p>\n<h3 id=\"3504l\">Primary Onboarding<\/h3>\n<p>This is the initial stage, which begins immediately after sign-up or account creation. Its goal is to help new users discover your product&#8217;s core features.<\/p>\n<p>Primary onboarding involves the use of many of the touchpoints and elements we&#8217;ve discussed so far, such as:<\/p>\n<ul>\n<li>The sign-up flow.<\/li>\n<li>A welcome message\/survey.<\/li>\n<li>An onboarding checklist.<\/li>\n<li>Interactive walkthroughs.<\/li>\n<\/ul>\n<p>A successful primary onboarding process should guide the user to the activation point, setting them up for success with your product.<\/p>\n<h3 id=\"66okv\">Secondary Onboarding<\/h3>\n<p>The secondary onboarding process starts after users reach the activation point. It typically involves using contextual tooltips to guide users to explore more advanced features of your product.<\/p>\n<p>For example, primary onboarding for an analytics tool may focus on linking the tool to the target product or data source and working with the dashboard.<\/p>\n<p>However, many other facets of the tool may remain unexplored (say, event tracking, heatmap analysis, etc.). Secondary onboarding, therefore, can involve releasing a tooltip or a mini-walkthrough when a user first interacts with this feature.<\/p>\n<h3 id=\"4p1ie\">Tertiary Onboarding<\/h3>\n<p>Tertiary onboarding is far from the \u201cfinal\u201d onboarding phase. It is a never-ending process designed to strengthen user engagement and drive <a href=\"https:\/\/userpilot.com\/blog\/customer-success-strategies\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer success<\/a>.<\/p>\n<p>Its goal is to help users continue using the product by addressing their more specific needs, offering swift support, rewarding loyal users, and seamlessly introducing users to <a href=\"https:\/\/userpilot.com\/blog\/product-updates-guide\/\">product updates and<\/a> <a href=\"https:\/\/userpilot.com\/blog\/feature-release\/\" target=\"_blank\" rel=\"noopener noreferrer\">feature releases<\/a>.<\/p>\n<p>For example, after releasing a new feature, analytics may show that some users have struggled to adopt it. You can then release an onboarding flow to help these users make sense of the new feature.<\/p>\n<p>Tertiary onboarding can also come by way of industry-focused webinars, 1-on-1 support, etc.<\/p>\n<h2 id=\"eq57s\">5. Make proactive decisions based on customer feedback<\/h2>\n<p>Proper feedback management is key to the success of any product. As part of your user onboarding best practices, collecting and analyzing customer feedback helps you know how good your onboarding process is.<\/p>\n<p>Note, however, that the best form of <a href=\"https:\/\/userpilot.com\/blog\/how-to-collect-customer-feedback\/\" target=\"_blank\" rel=\"noopener noreferrer\">feedback collection<\/a> is proactive in its approach. Rather than wait for customers to come to you with complaints, <a href=\"https:\/\/userpilot.com\/blog\/build-in-app-surveys-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">trigger in-app surveys<\/a> at different touchpoints to get their opinions.<\/p>\n<p>For example, you can trigger a survey right after the onboarding flow to see if users are satisfied with it. This will help you get their unfiltered opinion while it remains fresh.<\/p>\n<p>There are other benefits of in-app surveys too:<\/p>\n<ul>\n<li>Users can respond in a few clicks, which increases the response rate.<\/li>\n<li>The feedback is more likely to be honest.<\/li>\n<li>It&#8217;s easier for users to report bugs.<\/li>\n<\/ul>\n<figure class=\"gallery regular\">\n<div class=\"strchf-gallery\">\n<div class=\"strchf-gallery-preloader\" style=\"background-color: #f8f8f8; line-height: 0; margin-top: 40px; padding: 30% 0; text-align: center; width: 100%;\">\n<div style=\"background: url(data:image\/gif; base64,r0lgodlhlaasapueaodg4kurq9pt0\/j4+jubm9xv1fly8ubm5qampqenp8rkyttu1mjiyli4uoxl5ezs7kysrle3t6cgokghoehh4cpdw9vb25qamr6+vsnjyc\/pz\/hx8b29vctexmlcwra2tuli4qqqquvr666urq+vr+tk5nra2pycnj+fn\/pz8waaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaach\/c05fvfndqvbfmi4waweaaaah+qqeawd\/acwaaaaalaasaaadpji63p4wykmrvtjrzbv\/yciozgmeakqubou+cewcqqdaaueekccyuv3vv6lzzmikcslsop\/qqhrkrvqvweucach5baudaaaalakafaaoaaqaaauvodjncmceqgrokbpfkhc3wctkjx2gach5baudaaaalagaewaqaayaaauiiaach2iej0qqegoaxriujwqsxjet9xktmrxljykzserucaah+qqfawaaacwiabmaggagaaafkydwznkdngiqrg\/heuzqwauqviqiu3rtglextmxh1uq\/xizyo55giqxtgqiaifkebqmaaaascaataboabgaabsqgqaeiaz5owpojansdoc5qrdoq1diajqe63er0qsh4lsfpfqiaifkebqmaaaascaauaboabaaabrogii6kseeqvzbvwkii7baf+8a2vtvjmfkaeaah+qqfawaaacwiabmaggagaaafkcagjuroggvaomlfeju6krjovc+ank1t4wrdibdqvwi+h0lbup18gbaaifkebqmaaaascaatabsabgaabtpgmfiwaj7hca6nrlzsal1qpdzp+l4luhoq1qnm+fvmh1\/qrzamxddwjfcl4uwk222pdqeaifkebqmaaaascaatabsabgaabtmgadypajpplpvnk36v+xaiwz7bsmz32con4e+0ww1nwiaragpkaacbtlcrkvxwhakhdqeaifkebqmaaaascaatabsabgaabjpaagawebqniayddgwafzojxsleujmcw0airbsdycnginl2v2hwgddwjbif6re6x2aoqmk4cil6\/0rbach5baudaaaalakaewaaaayaaauticcojecjz1lsuzssr6kucljeil4yjf8mioro1yv+giyxkhyt0ril1yrbakpcach5baudaaaalakaewabaayaaau3iccojhbk2vgohieamuawb2etaunzhqdzmpxirlcudeqyueg0kpc3vmxgqt1ypf1xttopsmdzcaah+qqfawaaacwjabmagwagaaagmccbceguwixf4uewxcafegba8gxjq4odlfm0skvi5rew3ca933bzzhrwr+\/p86xouomaifkebqmaaaascqatabsabgaabjtagxbifipexeehkzkkkxecizi8skvocoqpuhkqrivxmdbyvech+ep+dqptktpnplqxcmcqach5baudaaealaoaewaaaayaaaqommhjwxh1arkzlqhszb2nkn6qsajmtwe6bon73hkyjfuz+clbjzoiaaah+qqfawaaacwkabmaggagaaafiyagjmrpuijqkgfhhsdlqsym2quc43jujy0mreqdfh8rfsoeach5baudaaaalaoaewaaaayaaamdclrcfgo6zkoxjx2dz1hfrhvogiroul3ziqwobcuaifkebqmaaaasfaatabaabgaabixagxbifb4ow8ejobwbakpb47kshp7ukabkvgkrsqbqcruzj8igach5baudaaaalaoaewaaaayaaaygwifwscwaj8iksamadjrcegnzbbqgumr1ck0ynd2wmagaifkebqmaaaasfqataa8abgaabbhwyemrpquhnri7qwiaspddiglowcktvgqaifkebqmaaaasfqauaa4abaaabhhaghbilhe4jqqfsmqimurm0amgsovgabaaifkebqmaaaasfqauaa4abaaabrqgii6kurrgsplfdahgoravxj5gcaah+qqfawaaacwkabqagqaeaaaee3disasd7919hyfgyindr46jfgeaifkebqmaaaascgauabkabaaabbfwyemrpc7dxvsbgsco3mhoeqah+qqfawaaacwkabuagaacaaagd8cccuasgo9hordjzgokqqah+qqfawaaacwkabuagaacaaafdibwawrpnidfvspqomoiach5baudaaaalakafqazaaiaaaysqmnpaigaj0ikwqbaozjq6diiach5baudaaaalakafaazaaqaaauw4gbzq2meacpef6lu8ftarcvfoo2\/iqah+qqfawaaacwjabqadgaeaaaggcbup5mcgi9id4hgqsipbyxteyqkpuxqmqgaifkebqmaawascqauaa4abaaaag9eaqploc6webdgmq26raaaow==); display: block; height: 44px; margin: 0 auto -44px; position: relative; top: -22px; width: 44px;\"><\/div>\n<\/div>\n<div class=\"strchf-gallery-images\" style=\"display: none;\">\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/smiley-onboarding-satisfaction-survey-question_358344eb4e46f89a4336ca3d7e680689_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/smiley-onboarding-satisfaction-survey-question_358344eb4e46f89a4336ca3d7e680689_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/smiley-onboarding-satisfaction-survey-question_358344eb4e46f89a4336ca3d7e680689_800.png\" alt=\"onboarding satisfaction survey - user onboarding best practices\" \/><\/picture><\/div>\n<div style=\"max-width: 100%; padding: 0; margin: 0;\"><picture style=\"max-width: 100%; padding: 0; margin: 0;\"><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/onboarding-improvement-survey-question_358344eb4e46f89a4336ca3d7e680689_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/onboarding-improvement-survey-question_358344eb4e46f89a4336ca3d7e680689_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" style=\"max-width: 100%; padding: 0; margin: 0 auto 0 auto;\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/onboarding-improvement-survey-question_358344eb4e46f89a4336ca3d7e680689_800.png\" alt=\"onboarding improvement survey question\" \/><\/picture><\/div>\n<\/div>\n<div class=\"strchf-gallery-controls\" style=\"display: none;\">\n<div class=\"strchf-gallery-control-prev\" role=\"button\">\u2039<\/div>\n<div class=\"strchf-gallery-control-next\" role=\"button\">\u203a<\/div>\n<\/div>\n<div class=\"strchf-gallery-nav\" style=\"display: none;\">\n<div role=\"button\"><\/div>\n<div role=\"button\"><\/div>\n<\/div>\n<\/div><figcaption>Collect user feedback on your onboarding process to drive improvements.<\/figcaption><\/figure>\n<p>Surveys are useless if you don\u2019t act on them, though.<\/p>\n<p>For example, imagine you launch a survey after onboarding, and some respond that a walkthrough wasn\u2019t clear enough. You double-check the answers with session recordings and notice that users aren\u2019t using the affected feature as they should.<\/p>\n<p>So, you follow up with a modal telling them you&#8217;re aware of the issue and working on it. Then, you revise the walkthrough so it\u2019s clearer for future new users.<\/p>\n<p>For your now older users struggling with the feature, you provide them with another resource (a demo, webinar, or other in-app tutorials) to <a href=\"https:\/\/userpilot.com\/blog\/improve-feature-adoption-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">improve adoption<\/a>.<\/p>\n<p>Now, the feedback loop is closed and everyone is better for it.<\/p>\n<h2 id=\"7kjjb\">6. Identify and fix friction points in the onboarding process<\/h2>\n<p>Even if you don\u2019t notice them, <a href=\"https:\/\/userpilot.com\/blog\/friction-points\/\" target=\"_blank\" rel=\"noopener noreferrer\">friction points<\/a> directly impact your onboarding process, slowing users down or deterring them altogether.<\/p>\n<p>They&#8217;re not always bad, though. Indeed, sometimes, <a href=\"https:\/\/userpilot.com\/blog\/good-friction\/\" target=\"_blank\" rel=\"noopener noreferrer\">friction is necessary<\/a>.<\/p>\n<p>For example, you can use an added step that causes a slight delay to encourage users to double-check their decisions, ensuring they avoid mistakes or regrets.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/userpilot-delay_c2bbc92ba2e5439f46faf7f016a2ed2e_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/userpilot-delay_c2bbc92ba2e5439f46faf7f016a2ed2e_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/userpilot-delay_c2bbc92ba2e5439f46faf7f016a2ed2e_800.png\" alt=\"userpilot delay\" \/><\/picture><figcaption>Delay crucial actions with confirmatory messages.<\/figcaption><\/figure>\n<p>However, you must also ensure there is no bad friction. So, carefully <a href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-journey-map\/\" target=\"_blank\" rel=\"noopener noreferrer\">map out the user journey during onboarding<\/a> to ensure it is designed for efficiency.<\/p>\n<p>Then, employ user analytics to help you discover bugs, slow page loading times, and confusing processes. Some analytics features that could help you do this include:<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/userpilot.com\/blog\/userpilot-autocapture\/\" target=\"_blank\" rel=\"noopener noreferrer\">Autocapture<\/a><\/strong>: This feature lets you track key user interactions through different funnel stages. It enables you to identify rage clicks or other poor feature interactions.<\/li>\n<li><strong><a href=\"https:\/\/userpilot.com\/blog\/session-recordings\/\" target=\"_blank\" rel=\"noopener noreferrer\">Session recordings<\/a><\/strong>: Watch recordings of users navigating your product to help you see exactly where friction happens and why.<\/li>\n<li><strong><a href=\"https:\/\/userpilot.com\/blog\/user-funnel\/\" target=\"_blank\" rel=\"noopener noreferrer\">Funnel analysis<\/a><\/strong>: This analytical technique lets you track users&#8217; progress through a sequence of steps leading up to a key conversion point. This way, you can spot touchpoints where users struggle or even <a href=\"https:\/\/userpilot.com\/blog\/funnel-drop\/\" target=\"_blank\" rel=\"noopener noreferrer\">drop off<\/a>.<\/li>\n<\/ul>\n<h2>7. Re-engage and bring inactive customers back to your product<\/h2>\n<p>Let&#8217;s face it, no matter how captivating your user onboarding process might be, sometimes life gets in the way, and those who start the process (or even use your product for a while) abandon it halfway.<\/p>\n<p>As a result, one of your user onboarding best practices should be a plan to <a href=\"https:\/\/userpilot.com\/blog\/reengage-inactive-users-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">re-engage and \u201cwoo\u201d these users<\/a> back. The best channel for this digital wooing is email.<\/p>\n<p>But how can you ensure your mail actually gets through to them? Here are a few email re-engagement strategies to observe:<\/p>\n<ul>\n<li>Highlight interesting new features (if any) in your win-back email.<\/li>\n<li>Offer strategic discounts and promotions to former buyers to draw them back in.<\/li>\n<li>Leverage customer data to highlight elements and features that interest churned users.<\/li>\n<li>Showcase features the user is yet to interact with and tell them why they should care.<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/asana-re-engagement-email_3a2180aa43e9d2d4c3cb016c799df530_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/asana-re-engagement-email_3a2180aa43e9d2d4c3cb016c799df530_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/asana-re-engagement-email_3a2180aa43e9d2d4c3cb016c799df530_800.jpg\" alt=\"Asana's re-engagement email\" \/><\/picture><figcaption>Asana highlights new features in its re-engagement email.<\/figcaption><\/figure>\n<p>On the other hand, if the user directly informs you they&#8217;re leaving by unsubscribing or deleting their account, you can trigger an <a href=\"https:\/\/userpilot.com\/blog\/cancellation-survey\/\" target=\"_blank\" rel=\"noopener noreferrer\">exit survey<\/a> to understand why.<\/p>\n<p>The responses you receive will help you improve your product and prevent future churn. But it\u2019ll also give you an insight into how you can win back a customer after addressing their concern.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/churn-survey_a023d8099f4eb6682ec93cfc9e75d77e_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/churn-survey_a023d8099f4eb6682ec93cfc9e75d77e_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/churn-survey_a023d8099f4eb6682ec93cfc9e75d77e_800.jpg\" alt=\"churn survey - user onboarding best practices\" \/><\/picture><figcaption>Use churn surveys to understand why users leave.<\/figcaption><\/figure>\n<p>And when your re-engagement email succeeds, don\u2019t forget to roll out the red carpet. You can send a <em>\u201cwelcome back\u201d <\/em>email and post a modal in-app to celebrate their return.<\/p>\n<h2 id=\"9osn1\">Conclusion<\/h2>\n<p>And there you have it &#8211; seven user onboarding best practices to make your users feel more at home than a cat in a cattery.<\/p>\n<p>But, let&#8217;s be real, no one gets it perfect right out of the gate. Thankfully, Userpilot doesn\u2019t just help you create the initial onboarding flow &#8211; it provides the tools to help you refine your flow to perfection. <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">Book a demo today<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Find out how these 7 user onboarding best practices can enhance your user experience. These tips can create a seamless onboarding process from the get-go.<\/p>\n","protected":false},"author":24,"featured_media":251737,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[48],"tags":[306,363,49,940,292,311,50],"class_list":["post-166114","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-user-onboarding-category","tag-customer-onboarding","tag-customer-success","tag-onboarding-experience","tag-onboarding-process","tag-product-growth","tag-saas-onboarding","tag-user-onboarding"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>7 User Onboarding Best Practices with Examples<\/title>\n<meta name=\"description\" content=\"Find out how these 7 user onboarding best practices can enhance your UX. 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