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Onboarding Best Practice

How do you get users from point A to B and create basket conversions? What are the simple things that can trip up users from completing a signup or login? In order to get user conversions, user motivation, ability, and a trigger (call to action) all need to converge to increase engagement and the likelihood of success.

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Onboarding Best Practice

  1. 1. Onboarding best practices Twitter: andrewsmyk
  2. 2. Andrew Smyk program coordinator ux designer Twitter: andrewsmyk
  3. 3. user expectations
  4. 4. Don’t expect mastery
  5. 5. microcopy
  6. 6. It begins with Log Ins
  7. 7. Log In vs Login
  8. 8. Not Loggins
  9. 9. Log In vs Registration
  10. 10. Sign In vs Sign Up
  11. 11. avoid usernames
  12. 12. email address phone number
  13. 13. Third Party Login
  14. 14. Logical asks
  15. 15. Avoid surprises
  16. 16. Password hints
  17. 17. Retrieve password
  18. 18. Retrieve over reset
  19. 19. Show password
  20. 20. Warn if Cap Locks
  21. 21. Password variants
  22. 22. Your new password must: Contain letters, digits and special characters. A plot. A protagonist with good character development. A twist and a happy ending.
  23. 23. Remove CAPTCHA
  24. 24. 38% fail on first attempt
  25. 25. Failure rate escalation
  26. 26. Lost conversions
  27. 27. Progressive Disclosure
  28. 28. Don’t rush completion
  29. 29. Create a flow
  30. 30. Acknowledge the user
  31. 31. Limit confirmations
  32. 32. Avoid last click analytics
  33. 33. Extend to the many
  34. 34. Design with (good) data
  35. 35. Questions?
  36. 36. Thanks! Twitter: andrewsmyk

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