{"id":40341,"date":"2025-04-27T05:34:57","date_gmt":"2025-04-27T05:34:57","guid":{"rendered":"https:\/\/userpilot.com\/blog\/in-app-onboarding\/"},"modified":"2026-04-03T08:09:10","modified_gmt":"2026-04-03T08:09:10","slug":"in-app-onboarding","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/in-app-onboarding\/","title":{"rendered":"How to Get Started with In-App Onboarding | Tips from Userpilot"},"content":{"rendered":"<h2 id=\"715no\">Summary of in-app onboarding<\/h2><ul><li>In-app onboarding is the process of teaching users how to use an app to achieve their goals.<\/li><li>Mobile users tend to have less patience, so their <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding <\/a>needs to be shorter and less complex.<\/li><li>In-app onboarding is necessary to let users experience value. Once they <a href=\"https:\/\/userpilot.com\/blog\/user-activation-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">activate<\/a>, they\u2019re more likely to <a href=\"https:\/\/userpilot.com\/blog\/user-retention\/\" target=\"_blank\" rel=\"noopener noreferrer\">stay with your product<\/a> and <a href=\"https:\/\/userpilot.com\/blog\/freemium-to-premium\/\" target=\"_blank\" rel=\"noopener noreferrer\">convert to paying customers.<\/a><\/li><li><a href=\"https:\/\/userpilot.com\/blog\/progressive-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">Progressive onboarding<\/a> introduces more complex features gradually as users get more confident using the app.<\/li><li>Function-oriented onboarding focuses on teaching users how to complete tasks, while benefits-oriented onboarding shows how the product can improve users\u2019 lives.<\/li><li>The key elements of in-app onboarding include a <a href=\"https:\/\/userpilot.com\/blog\/sign-up-page-design\/\" target=\"_blank\" rel=\"noopener noreferrer\">sign-up page, <\/a><a href=\"https:\/\/userpilot.com\/blog\/welcome-screen-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">welcome screen<\/a>, <a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthroughs-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">interactive walkthrough<\/a>, feature guidance, and <a href=\"https:\/\/userpilot.com\/blog\/self-service-support-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">self-serve support.<\/a><\/li><li>Keeping the<a href=\"https:\/\/userpilot.com\/blog\/saas-signup-flow\/\" target=\"_blank\" rel=\"noopener noreferrer\"> sign-up process<\/a> simple helps users start engaging with the product in less time. This reduces the risk of them dropping off.<\/li><li><a href=\"https:\/\/userpilot.com\/blog\/contextual-onboarding-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Contextual onboarding<\/a> offers guidance at the time when users need it. This increases their chances of activating features and reduces the risk of overwhelming them with unnecessary information.<\/li><li><a href=\"https:\/\/userpilot.com\/blog\/onboarding-checklist-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">Checklists <\/a>are an effective way to take users through the initial stage of onboarding.<\/li><li>Using in-app <a href=\"https:\/\/userpilot.com\/blog\/onboarding-ux-patterns\/\" target=\"_blank\" rel=\"noopener noreferrer\">UX patterns <\/a>like <a href=\"https:\/\/userpilot.com\/blog\/tooltip-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">tooltips <\/a>or <a href=\"https:\/\/userpilot.com\/blog\/ui-modal-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">modals <\/a>is a powerful way to help users <a href=\"https:\/\/userpilot.com\/blog\/product-discovery-techniques\/\" target=\"_blank\" rel=\"noopener noreferrer\">discover new features<\/a>.<\/li><li><a href=\"https:\/\/userpilot.com\/blog\/mobile-app-onboarding\/\">Mobile app onboarding<\/a> shouldn\u2019t take more than 60 seconds, so <a href=\"https:\/\/userpilot.com\/blog\/personalized-onboarding-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalize <\/a>it for users and include the absolute minimum of steps. Use a <a href=\"https:\/\/userpilot.com\/blog\/progress-bar-ui-ux-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">progress bar<\/a> to tell users how many steps are left.<\/li><li>Use the <a href=\"https:\/\/userpilot.com\/blog\/empty-state-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">empty state<\/a> screens for product <a href=\"https:\/\/userpilot.com\/blog\/in-app-guidance-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">guidance <\/a>or to set them off on the way to activation.<\/li><li>Test your in-app onboarding flows with <a href=\"https:\/\/userpilot.com\/blog\/ab-testing-product-management\/\" target=\"_blank\" rel=\"noopener noreferrer\">A\/B tests<\/a> to choose the most effective ones.<\/li><\/ul><h2 id=\"4pht3\">What is in-app onboarding?<\/h2><p>It is the process of<a href=\"https:\/\/userpilot.com\/blog\/customer-education\/\" target=\"_blank\" rel=\"noopener noreferrer\"> educating users<\/a> about a product so that they know how to use it to solve their problems and satisfy their<a href=\"https:\/\/userpilot.com\/blog\/customer-wants-and-needs-analysis\/\" target=\"_blank\" rel=\"noopener noreferrer\"> needs and wants.<\/a><\/p><p>The objective of in-app <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding<\/a> is to help users experience <a href=\"https:\/\/userpilot.com\/blog\/adding-value-to-products\/\" target=\"_blank\" rel=\"noopener noreferrer\">product value.<\/a> Later on, in the customer journey, in-app onboarding helps users discover more advanced features, informs them about product changes, and keeps them engaged.<\/p><p><!--ARCADE EMBED START--><\/p><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><p><!--ARCADE EMBED END--><\/p><h2 id=\"df1mj\">Web vs mobile app onboarding<\/h2><p>Both web and mobile app onboarding have the same purpose: introducing new users to the application and helping them become competent users. They rely on the same principles like personalization, <a href=\"https:\/\/userpilot.com\/blog\/user-friction\/\" target=\"_blank\" rel=\"noopener noreferrer\">friction <\/a>elimination, and monitoring progress.<\/p><p>However, the two have their unique limitations and characteristics, which affect the <a href=\"https:\/\/userpilot.com\/blog\/product-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding <\/a>process.<\/p><p>For example, mobile onboarding needs to be shorter and more engaging to compete with other distractions that mobile phones offer.<\/p><p>In this article, we explore best practices for both kinds of onboarding.<\/p><h2 id=\"c2lep\">Why is web and mobile app onboarding important?<\/h2><p>There are a number of reasons why web and mobile onboarding is essential for app <a href=\"https:\/\/userpilot.com\/blog\/product-success\" target=\"_blank\" rel=\"noopener noreferrer\">success<\/a>.<\/p><p>As mentioned, one of its key purposes is <a href=\"https:\/\/userpilot.com\/blog\/user-activation-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">user activation.<\/a> This is essential because it has a knock-on effect on <a href=\"https:\/\/userpilot.com\/blog\/free-trial-conversion-rate\/\" target=\"_blank\" rel=\"noopener noreferrer\">free trial conversion rates<\/a> and <a href=\"https:\/\/userpilot.com\/blog\/user-retention\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer retention<\/a>.<\/p><p>In simple terms, if users don&#8217;t know how to use the product or don&#8217;t experience its value firsthand, they won\u2019t hang around. And that means they won&#8217;t be <a href=\"https:\/\/userpilot.com\/blog\/freemium-to-premium\/\" target=\"_blank\" rel=\"noopener noreferrer\">converting to paying customers<\/a>. Not yours, anyway.<\/p><h2 id=\"9akmt\">What are the three types of user onboarding in-app?<\/h2><p>There are different ways to organize in-app onboarding:<\/p><ul><li>Progressive onboarding<\/li><li>Function-oriented onboarding<\/li><li>Benefits-oriented onboarding<\/li><\/ul><p>In <strong><a href=\"https:\/\/userpilot.com\/blog\/progressive-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">progressive onboarding<\/a>,<\/strong> users discover new features gradually as they are using the product. This starts with the basic features that are essential for users to get going and becomes more complex as they get more confident.<\/p><p><strong>Function-oriented onboarding<\/strong>, also known as instructional-based onboarding, shows users how to accomplish their goals using the key functions. This approach is most common in mobile app onboarding.<\/p><p>The <strong>benefits-oriented onboarding <\/strong>process focuses on highlighting the benefits of using the product rather than its features. The goal is to show users how the product can change their lives for the better.<\/p><h2 id=\"57pij\">What are the core features of an onboarding process?<\/h2><p>Onboarding processes, both web and mobile ones, rely on a number of key features.<\/p><ul><li><strong><a href=\"https:\/\/userpilot.com\/blog\/sign-up-page-design\/\" target=\"_blank\" rel=\"noopener noreferrer\">Signup page <\/a><\/strong>&#8211; the first step in which users create their accounts and provide essential information.<\/li><li><strong><a href=\"https:\/\/userpilot.com\/blog\/welcome-screen-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Welcome\/ onboarding screen<\/a> <\/strong>&#8211; that&#8217;s what users see when they log into the product for the very first time. It can contain a survey, an onboarding checklist, or a CTA prompting users to start.<\/li><li><strong><a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthroughs-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Interactive walkthrough<\/a><\/strong> &#8211; a step-by-step guide that prompts users to engage with the most relevant features.<\/li><li><strong>Feature promotion<\/strong> &#8211; can be achieved with <a href=\"https:\/\/userpilot.com\/blog\/in-app-messages\/\" target=\"_blank\" rel=\"noopener noreferrer\">in-app messages,<\/a> like <a href=\"https:\/\/userpilot.com\/blog\/tooltip-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">tooltips <\/a>or <a href=\"https:\/\/userpilot.com\/blog\/ui-modal-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">modals<\/a>.<\/li><li><strong><a href=\"https:\/\/userpilot.com\/blog\/self-service-support-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Self-serve support<\/a><\/strong> &#8211; resources that users can access on-demand, teaching them how to use the product and solve the issues they come across.<\/li><\/ul><h2 id=\"f1k5k\">What makes a good app onboarding?<\/h2><p>A good app onboarding process should be simple and easy to follow so that non-tech-savvy users can learn how to use the product.<\/p><p>What&#8217;s more, solid app onboarding should be customized to the needs of users to help them experience <a href=\"https:\/\/userpilot.com\/blog\/reduce-time-to-value-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">value <\/a>ASAP.<\/p><h2 id=\"5fgsa\">Web app onboarding best practices to create a positive user experience<\/h2><p>How can you optimize the web app onboarding to deliver a delightful user experience and <a href=\"https:\/\/userpilot.com\/blog\/product-adoption\/\">drive product adoption<\/a>? Here are a few <a href=\"https:\/\/userpilot.com\/blog\/onboarding-flow-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">best practices <\/a>that you can try out.<\/p><h3 id=\"6aet4\">Keep the sign-up process simple and short<\/h3><p>The <a href=\"https:\/\/userpilot.com\/blog\/saas-signup-flow\/\" target=\"_blank\" rel=\"noopener noreferrer\">signup flow <\/a>needs to be as simple and short as possible.<\/p><p>Why?<\/p><p>Because you want your users to start using the product as quickly as possible, and every bit of <a href=\"https:\/\/userpilot.com\/blog\/friction-points\/\" target=\"_blank\" rel=\"noopener noreferrer\">friction <\/a>delays this moment.<\/p><p>That&#8217;s why make sure to ask only for information that&#8217;s absolutely essential to create the account. Consider enabling Single Sign-On (SSO) so that users can sign up using their existing accounts and delay email confirmation until later.<\/p><figure style=\"width: 1058px\" class=\"wp-caption alignnone\"><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2022\/12\/userpilot-sign-up-form_customer-experience-lifecycle.png\" alt=\"\" width=\"1058\" height=\"1326\" \/><figcaption class=\"wp-caption-text\">An example of a frictionless sign-up flow designed by <a href=\"https:\/\/userpilot.com\/\">Userpilot<\/a>.<\/figcaption><\/figure><h3 id=\"go\">Create contextual onboarding for new users<\/h3><p><a href=\"https:\/\/userpilot.com\/blog\/contextual-onboarding-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Contextual onboarding<\/a> offers users guidance at the exact time when they need it.<\/p><p>By providing such relevant information, you increase their chances of success and avoid overwhelming them with details that they couldn&#8217;t care less about.<\/p><h3 id=\"53tos\">Use onboarding checklists to drive app users toward activation<\/h3><p>Onboarding <a href=\"https:\/\/userpilot.com\/blog\/onboarding-checklist-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">checklists <\/a>are super effective at driving user activation.<\/p><p>For starters, they are clear, organized, and easy to navigate. What&#8217;s more, human beings find it really difficult to resist ticking items off their lists. And the closer we are to the end, the stronger the urge to see it through.<\/p><p>To make your checklist compelling, keep them short &#8211; 4 to 5 actions will do. Provide a progress bar so that your users can see how far they&#8217;ve gone, and give them a head start by including actions they&#8217;ve already completed, like creating the account.<\/p><figure style=\"width: 2778px\" class=\"wp-caption alignnone\"><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/05\/choose-task-action.png\" alt=\"Create a checklist code-free with Userpilot\" width=\"2778\" height=\"1590\" \/><figcaption class=\"wp-caption-text\">Create a checklist code-free with <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\">Userpilot.<\/a><\/figcaption><\/figure><h3 id=\"6nds1\">Highlight important features to existing users to boost user retention<\/h3><p>Once your users activate the product and get comfortable using it, keep them engaged by <a href=\"https:\/\/userpilot.com\/blog\/new-feature-announcement-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">introducing new features<\/a> that are relevant to their use cases.<\/p><p>This is easy to do with<a href=\"https:\/\/userpilot.com\/blog\/in-app-messaging\/\" target=\"_blank\" rel=\"noopener noreferrer\"> in-app messages<\/a> like modals, <a href=\"https:\/\/userpilot.com\/blog\/website-notification-banner\/\" target=\"_blank\" rel=\"noopener noreferrer\">banners<\/a>, or tooltips.<\/p><p>So first, <a href=\"https:\/\/userpilot.com\/blog\/needs-based-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">segment <\/a>your users based on their JTBDs and track their product usage to know which features they haven&#8217;t used yet. Then use <a href=\"https:\/\/userpilot.com\/blog\/in-app-messaging\/\">in-app messaging to<\/a> introduce those features to them.<\/p><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\/10\/modal-in-app-onboarding_8f6fb1814750bee19af6fc860ba02559_800.png 1x, https:\/\/images.storychief.com\/account_6827\/modal-in-app-onboarding_8f6fb1814750bee19af6fc860ba02559_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/modal-in-app-onboarding_8f6fb1814750bee19af6fc860ba02559_800.png 1x, https:\/\/images.storychief.com\/account_6827\/modal-in-app-onboarding_8f6fb1814750bee19af6fc860ba02559_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/modal-in-app-onboarding_8f6fb1814750bee19af6fc860ba02559_800.png\" alt=\"Onboarding modal\" \/><\/picture><figcaption>Onboarding modal made in Userpilot.<\/figcaption><\/figure><h2 id=\"fdkbn\">Mobile app onboarding best practices to implement<\/h2><p>The web <a href=\"https:\/\/userpilot.com\/blog\/app-onboarding-best-practices\/\">app onboarding best practices<\/a> apply to mobile app onboarding as well. However, there are a few more things to pay attention to here because of the unique characteristics of mobile devices and how we use them.<\/p><p>Generally speaking, mobile users are less patient and expect access to all necessary information within <a href=\"https:\/\/clutch.co\/app-developers\/resources\/mobile-app-onboarding-survey-2017\" target=\"_blank\" rel=\"nofollow noopener\">60 seconds.<\/a><\/p><h3 id=\"785ii\">Collect data early on to personalize the onboarding process<\/h3><p>To make sure that the <a href=\"https:\/\/userpilot.com\/solutions\/user-onboarding-software\/\">user onboarding<\/a> process is as short as possible, it needs to be <a href=\"https:\/\/userpilot.com\/blog\/personalized-onboarding-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalized<\/a>.<\/p><p>To achieve this, start onboarding with a <a href=\"https:\/\/userpilot.com\/blog\/welcome-survey\/\" target=\"_blank\" rel=\"noopener noreferrer\">survey <\/a>to collect the information you need to segment your users. Next, use the information to trigger bespoke onboarding flows for each of them.<\/p><p>Beware, however, of asking unnecessary <a href=\"https:\/\/userpilot.com\/blog\/product-survey-questions\/\" target=\"_blank\" rel=\"noopener noreferrer\">questions <\/a>as these can put off users. This has to do with extra friction but also concerns users as to how their data is going to be used.<\/p><h3 id=\"f3ihl\">Ensure mobile onboarding flows have minimum steps<\/h3><p>As you personalize the onboarding flow, include only the absolute minimum of steps. Focus only on those that are essential for users to start using the app.<\/p><p>It doesn&#8217;t mean you should skip the more advanced features altogether. You can always introduce them later when users activate.<\/p><p>The same applies to permissions. Don&#8217;t ask for access to the camera or users&#8217; location unless it is essential for the adequate functioning of the app.<\/p><h3 id=\"84sg7\">Show users&#8217; progress along mobile app onboarding screens<\/h3><p>A <a href=\"https:\/\/userpilot.com\/blog\/progress-bar-ui-ux-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">progress bar<\/a> removes the uncertainty as to what else users have to do and how long it&#8217;s going to take.<\/p><p>By setting clear expectations with a progress bar, you make the process more bearable and reduce the chances that users drop off.<\/p><h2 id=\"5phgv\">Common mistakes to avoid when creating an app onboarding experience<\/h2><p>What\u00a0<span style=\"box-sizing: border-box; margin: 0px; padding: 0px;\">are the factors that can\u00a0<a href=\"https:\/\/userpilot.com\/blog\/bad-user-onboarding-experience\/\" target=\"_blank\" rel=\"noopener\">ruin the user onboarding experience<\/a> and cause users to\u00a0<\/span>drop off? There are a few common culprits.<\/p><h3 id=\"4h82h\">Don&#8217;t overwhelm users with excessive information<\/h3><p>Providing users with too much information can bite you back in three ways.<\/p><p>First, it causes sensory overload. Users are simply not able to process all of it, which causes fatigue and affects the quality of the experience.<\/p><p>What&#8217;s even worse, receiving information that doesn&#8217;t apply to the situation or customer use case may make them wonder whether they&#8217;ve chosen the right tool. And they may look somewhere else if that\u2019s the case.<\/p><p>Finally, it makes the flows longer, which tests users&#8217; patience &#8211; and attention spans.<\/p><h3 id=\"f39fj\">Avoid leaving the empty states &#8216;blank&#8217;<\/h3><p>Blank <a href=\"https:\/\/userpilot.com\/blog\/empty-state-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">empty states<\/a> can also be overwhelming for users but in a very different way.<\/p><p>In a way, they are the opposite of information overload. They simply don&#8217;t provide users with the information that they need to start using the product.<\/p><p>A simple CTA or a <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-checklist-tips\/\" target=\"_blank\" rel=\"noopener noreferrer\">checklist <\/a>is enough to get them going, so there&#8217;s no reason not to include them.<\/p><figure style=\"width: 800px\" class=\"wp-caption alignnone\"><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2021\/12\/crowdfire-empty-state-progressive-how-to-increase-user-adoption.png\" alt=\"Fill empty states with messages that guide users.\" width=\"800\" height=\"369\" \/><figcaption class=\"wp-caption-text\">Fill empty states with messages that guide users.<\/figcaption><\/figure><h3 id=\"85nvj\">Not testing and improving the user onboarding flow<\/h3><p>No matter how much thought you put into designing the onboarding process, you won&#8217;t know how well it works until you <a href=\"https:\/\/userpilot.com\/blog\/iterative-testing\/\" target=\"_blank\" rel=\"noopener noreferrer\">test <\/a>it with real users.<\/p><p>You can assess its effectiveness by tracking user progress. When you see your users drop off or slow down at a particular stage, tweak that part of the flow and run an <a href=\"https:\/\/userpilot.com\/blog\/ab-testing-product-management\/\" target=\"_blank\" rel=\"noopener noreferrer\">A\/B test<\/a> to see if it brings better results than the original.<\/p><figure style=\"width: 1440px\" class=\"wp-caption alignnone\"><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/05\/Group-B-Wins-15.34.08.png\" alt=\"Run product experiments with Userpilot.\" width=\"1440\" height=\"1411\" \/><figcaption class=\"wp-caption-text\">Run product experiments with <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\">Userpilot.<\/a><\/figcaption><\/figure><h2 id=\"9teqq\">The best app onboarding flow examples from SaaS companies<\/h2><p>Now that we know the dos and don\u2019ts of designing in-app onboarding flows for web and mobile apps, let&#8217;s check out a few <a href=\"https:\/\/userpilot.com\/blog\/contextual-onboarding-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">examples <\/a>of how companies have successfully implemented them.<\/p><h3 id=\"81dil\">Sked Social provides a step-by-step guide to first-time users<\/h3><p><a href=\"https:\/\/userpilot.com\/blog\/improve-conversions-onboarding-checklist\/\" target=\"_blank\" rel=\"noopener noreferrer\">Sked Social<\/a> is a social media management platform. When the company started using <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a> for user onboarding, it managed to triple its <a href=\"https:\/\/userpilot.com\/blog\/free-trial-conversion-rate\/\" target=\"_blank\" rel=\"noopener noreferrer\">trial-to-paid conversion<\/a> rate.<\/p><p>What&#8217;s its secret?<\/p><p>Checklists!<\/p><p>Let&#8217;s see how it all works.<\/p><p>First, users need to add a social media account. They either have the option to do it themselves or with one-to-one support from the <a href=\"https:\/\/userpilot.com\/blog\/customer-success-roles\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer success team.<\/a><\/p><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\/10\/sked-01-in-app-onboarding_e7c36265e8d516d53fdfd4fb396801f9_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/sked-01-in-app-onboarding_e7c36265e8d516d53fdfd4fb396801f9_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/sked-01-in-app-onboarding_e7c36265e8d516d53fdfd4fb396801f9_800.png\" alt=\"Branched setup in Sked Social\" \/><\/picture><figcaption>Branched setup in Sked Social.<\/figcaption><\/figure><p>Once you set up your first account, you&#8217;re taken to the main <a href=\"https:\/\/userpilot.com\/blog\/product-dashboard\/\" target=\"_blank\" rel=\"noopener noreferrer\">dashboard <\/a>where the onboarding checklist pops out.<\/p><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\/10\/skedsocial-02-in-app-onboarding_efcb224ed3509d2f116bd711495d09de_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/skedsocial-02-in-app-onboarding_efcb224ed3509d2f116bd711495d09de_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/skedsocial-02-in-app-onboarding_efcb224ed3509d2f116bd711495d09de_800.png\" alt=\"Onboarding checklist in Sked Social\" \/><\/picture><figcaption>Onboarding checklist in Sked Social.<\/figcaption><\/figure><p>When you click on each item from the list, you&#8217;re taken to the relevant section.<\/p><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\/10\/skedsocial-03-in-app-onboarding_fbb65553cb131ec1af0f47ca232903bd_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/skedsocial-03-in-app-onboarding_fbb65553cb131ec1af0f47ca232903bd_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/skedsocial-03-in-app-onboarding_fbb65553cb131ec1af0f47ca232903bd_800.png\" alt=\"Onboarding checklist task\" \/><\/picture><figcaption>Onboarding checklist task.<\/figcaption><\/figure><p>And when you finish all tasks from the checklist, a modal with a congratulatory message appears.<\/p><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\/10\/skedsocial-04-in-app-onboarding_e164b623cdef33117af0a709145ae357_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/skedsocial-04-in-app-onboarding_e164b623cdef33117af0a709145ae357_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/skedsocial-04-in-app-onboarding_e164b623cdef33117af0a709145ae357_800.png\" alt=\"Congratulatory modal\" \/><\/picture><figcaption>Congratulatory modal after completing the checklist.<\/figcaption><\/figure><p>What&#8217;s great about the onboarding flow?<\/p><p>\u2705 Use of a checklist<\/p><p>\u2705 A short and simple sequence of tasks<\/p><p>\u2705 Progress bar<\/p><h3 id=\"b7p8j\">Canva offers a personalized web app experience<\/h3><p>Canva is a popular graphic design tool. It offers its users thousands of templates for creating bespoke visuals like logos, featured images, and posters.<\/p><p>Canva&#8217;s success could be attributed to the personalized user experiences it offers its users.<\/p><p>When you first log in, the app asks what you will use Canva for. The 6 options to choose from include personal, educational, and business use.<\/p><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\/10\/canva-survey-in-app-onboarding_1a84ba400f8c8e20ead7597097750d68_800.webp 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/canva-survey-in-app-onboarding_1a84ba400f8c8e20ead7597097750d68_800.webp 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/canva-survey-in-app-onboarding_1a84ba400f8c8e20ead7597097750d68_800.webp\" alt=\"Welcome survey in Canva\" \/><\/picture><figcaption>Welcome survey in Canva.<\/figcaption><\/figure><p>When you choose one, Canva customizes the dashboard for you to include the most popular kinds of visuals associated with your use case. For example, for personal use, it gives you shortcuts to Instagram posts, logos, posters, invitations, or social media posts.<\/p><p>If the list doesn&#8217;t include what you&#8217;re looking for, you can use the search engine instead.<\/p><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\/10\/canva-personalized-templates-in-app-onboarding_a606690e9ba1b16edcb6f1be4ac59226_800.webp 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/canva-personalized-templates-in-app-onboarding_a606690e9ba1b16edcb6f1be4ac59226_800.webp 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/canva-personalized-templates-in-app-onboarding_a606690e9ba1b16edcb6f1be4ac59226_800.webp\" alt=\"Personalized templates in Canva\" \/><\/picture><figcaption>Personalized templates in Canva.<\/figcaption><\/figure><p>Once you choose a design, you&#8217;re taken to the design page, where you can pick and customize a template with your bespoke content. To help you with that, Canva uses <a href=\"https:\/\/userpilot.com\/blog\/onboarding-tooltips-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">contextual tooltips<\/a>.<\/p><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\/10\/canva-in-app-tooltips-in-app-onboarding_b16caceac11d793b44b3752db3e135fb_800.webp 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/canva-in-app-tooltips-in-app-onboarding_b16caceac11d793b44b3752db3e135fb_800.webp 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/canva-in-app-tooltips-in-app-onboarding_b16caceac11d793b44b3752db3e135fb_800.webp\" alt=\"Canva onboarding tooltip\" \/><\/picture><figcaption>Canva onboarding tooltip.<\/figcaption><\/figure><p>What do we like about the onboarding flow?<\/p><p>\u2705 Shortness and simplicity<\/p><p>\u2705 Use of <a href=\"https:\/\/userpilot.com\/blog\/anticipatory-design\/\" target=\"_blank\" rel=\"noopener noreferrer\">anticipatory design<\/a> and user data to personalize their experience<\/p><p>\u2705 Use of contextual in-app messages to aid <a href=\"https:\/\/userpilot.com\/blog\/improve-feature-discovery-product-adoption\/\" target=\"_blank\" rel=\"noopener noreferrer\">feature discovery<\/a><\/p><h3 id=\"1kl07\">Grammarly creates a minimal mobile onboarding flow<\/h3><p>Grammarly is a super-popular writing assistant tool used by individuals and organizations across the globe. Its freemium plan provides powerful error correction functionality, and that&#8217;s the focus of its <a href=\"https:\/\/userpilot.com\/blog\/onboarding-ux-examples\/\">onboarding flow.<\/a><\/p><p>To start with, you have to set it up by adding and enabling Grammarly Keyboard.<\/p><p>When this is done, a <a href=\"https:\/\/userpilot.com\/blog\/saas-demo-best-practices\/\">demo document<\/a> appears on the onboarding screen. It describes the different kinds of errors Grammarly detects and how it marks them. To illustrate this even better, the text contains examples of all the different kinds of errors.<\/p><p>At the bottom, there&#8217;s a modal with suggested corrections for users to apply. In this way, users learn the color coding that Grammarly uses and practice fixing errors.<\/p><p>Once users correct them all, another <a href=\"https:\/\/userpilot.com\/blog\/ui-modal-examples\/\">modal<\/a> with a congratulatory note appears.<\/p><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\/10\/in-app-onboarding-grammarly-example_5ec1aef2487a4c9383004011425ecad7_800.png 1x, https:\/\/images.storychief.com\/account_6827\/in-app-onboarding-grammarly-example_5ec1aef2487a4c9383004011425ecad7_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/in-app-onboarding-grammarly-example_5ec1aef2487a4c9383004011425ecad7_800.png 1x, https:\/\/images.storychief.com\/account_6827\/in-app-onboarding-grammarly-example_5ec1aef2487a4c9383004011425ecad7_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/in-app-onboarding-grammarly-example_5ec1aef2487a4c9383004011425ecad7_800.png\" alt=\"Grammarly in-app onboarding\" \/><\/picture><figcaption>Grammarly in-app onboarding.<\/figcaption><\/figure><p>What\u2019s great about Grammarly onboarding?<\/p><p>\u2705 It&#8217;s short<\/p><p>\u2705 It uses both explicit explanations and real-life examples<\/p><p>\u2705 Provides demo content and a chance to practice using the tool<\/p><h3 id=\"7ft7p\">Slack onboards mobile users seamlessly<\/h3><p><a href=\"https:\/\/userpilot.com\/blog\/slack-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">Slack <\/a>is a messaging app that has taken the B2B startup scene by storm.<\/p><p>Once you install the app on your device, it prompts you to provide just two pieces of information. The name of your team and the project you&#8217;re working on.<\/p><p>Based on that, it creates the workspace and channel for you.<\/p><p>At this stage, the app is ready to use. However, if left alone at this stage, some users wouldn&#8217;t necessarily know how to start using the app.<\/p><p>That&#8217;s why Slack provides suggestions for actions you could do next, like sending a message or adding a teammate.<\/p><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\/10\/in-app-onboarding-slack-example_cd796a6dce4cbd13f0467f0d5be29c3b_800.png 1x, https:\/\/images.storychief.com\/account_6827\/in-app-onboarding-slack-example_cd796a6dce4cbd13f0467f0d5be29c3b_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/in-app-onboarding-slack-example_cd796a6dce4cbd13f0467f0d5be29c3b_800.png 1x, https:\/\/images.storychief.com\/account_6827\/in-app-onboarding-slack-example_cd796a6dce4cbd13f0467f0d5be29c3b_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/in-app-onboarding-slack-example_cd796a6dce4cbd13f0467f0d5be29c3b_800.png\" alt=\"in-app-onboarding-slack-example\" \/><\/picture><figcaption>Slack in-app onboarding.<\/figcaption><\/figure><p>Slack mobile app onboarding is effective because it:<\/p><p>\u2705 Asks for the absolute minimum of information to set up the workspace<\/p><p>\u2705 Consists of minimum steps<\/p><p>\u2705 Prevents users from getting stuck by populating the empty state with suggestions on what to do next<\/p><p>\u2705 Includes a progress bar<\/p>","protected":false},"excerpt":{"rendered":"<p>In-app onboarding is the process of educating users about the product so that they know how to use it to solve their problems and satisfy their needs and wants. The objective of in-app onboarding is to help users experience the product value. Later in the customer journey, in-app onboarding helps users discover more advanced features, informs them about product changes, and keeps them engaged.<\/p>\n","protected":false},"author":24,"featured_media":273901,"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":[233,104,209,496,49,92,173,1114,51],"class_list":["post-40341","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-user-onboarding-category","tag-best-customer-onboarding-tools","tag-best-user-onboarding-tools","tag-complex-product-onboarding","tag-customer-onboarding-in-saas","tag-onboarding-experience","tag-onboarding-ux","tag-personalized-onboarding","tag-progressive-onboarding","tag-user-onboarding-experience"],"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>How to Get Started with In-App Onboarding | Tips from Userpilot<\/title>\n<meta name=\"description\" content=\"In-app onboarding can break or build your customer relationships. Want to learn how to get loyal customers from day 1? Read on.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/userpilot.com\/blog\/in-app-onboarding\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Get Started with In-App Onboarding | Tips from Userpilot\" \/>\n<meta property=\"og:description\" content=\"In-app onboarding can break or build your customer relationships. Want to learn how to get loyal customers from day 1? 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