first impressions matter: onboarding for first time users

Lisa Ba'le President and Principal Consultant [email protected] @design4context

First Impressions Ma/er: Onboarding for First Time Users UXDC 2015 Conference • 9 October 2015

@design4context First Impressions Ma>er UXDC 2015

SIMPLICITY

First Impressions

https://blog.intercom.io/designing-first-run-experiences-to-delight-users/

http://www.digitaltrends.com/mobile/16-percent-of-mobile-userstry-out-a-buggy-app-more-than-twice/

Laura/Jennifer: Image related to onboarding (Use the same image

in all 3 of these slides)

Why should I us

e this?

Value proposiV

How do I get started? IniVal setup

I’m stuck! Remove barriers

What can I do here? Streamline iniVal tasks

Show me what to do!

InstrucVons, demos

First-‐Vme novice user

Engaged, acVve, repeat user

Examples

SaaS Web ApplicaVon

Zurb Verify

Tablet App

Evernote

Mobile App

Delectable

Digital Pen

Adobe Ink and Slide

SIMPLICITY

Design Principles

Present a clear value proposiVon.

FIRST IMPRESSIONS MATTER

WEB APPLICATION: ZURB VERIFY

MOBILE APP: EVERNOTE

MOBILE APP: DELECTABLE

DEVICE: ADOBE INK AND SLIDE

SIMPLICITY

Present a clear value proposiVon. 1

SIMPLICITY

Minimize login and account creaVon.

SIMPLICITY

Provide a simple, smart process for setup.

SIMPLICITY

Avoid the blank slate. 4

SIMPLICITY

Avoid the blank slate. 4

SIMPLICITY

Allow the user to immediately do something that gets results.

SIMPLICITY

Allow the user to immediately do something that gets results.

SIMPLICITY

Import the user’s exisVng data from other sources. 6

SIMPLICITY

Import the user’s exisVng data from other sources. 6

SIMPLICITY

Orient the user via minimalist, built-‐in demonstraVons. 7

SIMPLICITY

Orient the user via minimalist, built-‐in demonstraVons.

SIMPLICITY

Instruct at the point of use. 8

SIMPLICITY

Instruct at the point of use. 8

SIMPLICITY

Ask to use the photos, contacts, & noVficaVons when the user sees a clear benefit.

SIMPLICITY

Ask to use the photos, contacts, & noVficaVons when the user sees a clear benefit.

SIMPLICITY

Provide preferences and controls users can set as they gain experience.

SIMPLICITY

Provide preferences and controls users can set as they gain experience.

Present a clear value proposiVon.

Avoid the blank slate.

Allow user to immediately do something that gets results.

Import the user’s exisVng data from other sources.

Orient the user via minimalist, built-‐in demonstraVons.

Instruct at the point of use.

Ask to use the photos, locaVon, contacts, & noVficaVons when the user sees a clear benefit.

Provide preferences and controls that users can set as they gain experience. 10

Lisa Ba'le President and Principal Consultant [email protected] @design4context

First Impressions Ma/er: Onboarding for First Time Users UXDC 2015 Conference • 9 October 2015

Thanks!

PresentaHon is on Slideshare – Go to www.designforcontext.com/publicaHons

first impressions matter: onboarding for first time users

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