Redesigning The Onboarding Experience To Align With User Needs, Increasing The Completion Rate
Redesigning The Onboarding Experience To Align With User Needs, Increasing The Completion Rate
The onboarding experience of the app required identity verification, which for the user was too much effort, due to various reason I'll detail. This is a story about how I collaborated with the team and founders to improve the onboarding.
The onboarding experience of the app required identity verification, which for the user was too much effort, due to various reason I'll detail. This is a story about how I collaborated with the team and founders to improve the onboarding.
ROLE
ROLE
Product Designer
Product Designer
TEAM
TEAM
Deepansh (Co-Founder)
Deepansh (Co-Founder)
Ekaksh (Mobile Dev)
Ekaksh (Mobile Dev)
TIMELINE
TIMELINE
8 - 10 weeks
8 - 10 weeks
THE CHALLENGE
THE CHALLENGE
The verification of identity step was a big friction point for the users onboarding on the app, they did not have enough motivation to do it as the need of the users were not aligned properly with the product, which resulted in a significant drop off rate on that step.
The verification of identity step was a big friction point for the users onboarding on the app, they did not have enough motivation to do it as the need of the users were not aligned properly with the product, which resulted in a significant drop off rate on that step.
THE SOLUTION
THE SOLUTION
Worked closely with the stakeholders to redesign the onboarding experience, realigning it with user needs and expectations, resulting in an onboarding completion rate of 88.89%.
Note: Early post-launch data
Worked closely with the stakeholders to redesign the onboarding experience, realigning it with user needs and expectations, resulting in an onboarding completion rate of 88.89%.
Note: Early post-launch data
PRE-LAUNCH
How the story started -What we had assumed
pre-launch of the product.
We already had an assumption about the previous onboarding. We had assumed the number of steps were unneccassy and could be condensed, and assuming that the length of the onboarding might become a problem and lead to users dropping off.
We already had an assumption about the previous onboarding. We had assumed the number of steps were unneccassy and could be condensed, and assuming that the length of the onboarding might become a problem and lead to users dropping off.
HERE'S THE PREVIOUS FLOW
HERE'S THE PREVIOUS FLOW
Get started -> Enter your address -> Select your paid postage potential -> Auth -> Your name -> Your relationship to the property
Get started -> Enter your address -> Select your paid postage potential -> Auth -> Your name -> Your relationship to the property
A slight tangent -meanwhile I was also tasked with creating a
webapp version
Where I took the opportunity to merge a few steps. Although this flow was not adapted to mobile we figured out maybe we could test which onboarding might perform better.
Where I took the opportunity to merge a few steps. Although this flow was not adapted to mobile we figured out maybe we could test which onboarding might perform better.
HERE'S THE SLIGHTLY ALTERED FLOW OF WEBAPP
HERE'S THE SLIGHTLY ALTERED FLOW OF WEBAPP
Get started -> Enter your address (Shows paid postage potential) -> Auth -> Your name & Your relationship to the property.
Reducing to 4 steps from 6.
Get started -> Enter your address (Shows paid postage potential) -> Auth -> Your name & Your relationship to the property.
Reducing to 4 steps from 6.
In summary, we had assummed pre-launch that the problem with our onboarding might come from the number of steps the user has to go through.
In summary, we had assummed pre-launch that the problem with our onboarding might come from the number of steps the user has to go through.
POST-LAUNCH
After the product launched, the users started dropping off, why? Well.. there are a few reasons for that.
We were expecting some users to drop off due to length, which was a factor but we found out there were other factors contributing to it as well.
We were expecting some users to drop off due to length, which was a factor but we found out there were other factors contributing to it as well.
BUSINESS FACTOR
BUSINESS FACTOR
After pushing,we realised the user need was something else, restructuring the business and product from digitalization of physical mail as being the USP to getting rid of physical junk mail in the US.
After pushing,we realised the user need was something else, restructuring the business and product from digitalization of physical mail as being the USP to getting rid of physical junk mail in the US.
LACK OF MOTIVATION
LACK OF MOTIVATION
With the need of the user not aligned already due to business factor, and with the already somewhat lengthy process and the final nail in the coffin for drop off was the identity verification screen for the user.
With the need of the user not aligned already due to business factor, and with the already somewhat lengthy process and the final nail in the coffin for drop off was the identity verification screen for the user.
HERE'S WHAT WE KNOW
In summary, the commitment asked to verify identity at the last step was too much for the user, since they already had lack of motivation due to need misalignment which led to them dropping off.
In summary, the commitment asked to verify identity at the last step was too much for the user, since they already had lack of motivation due to need misalignment which led to them dropping off.
ITERATING - ITERATING
Attacking the problem from multiple angles.
From founders' side they realigned and changed the business model to be more in line with user needs, and from product side, we worked on redefining the user flow of the onboarding.
From founders' side they realigned and changed the business model to be more in line with user needs, and from product side, we worked on redefining the user flow of the onboarding.
FIXING BUSINESS FACTOR
FIXING BUSINESS FACTOR
Users had genuinely reported feeling overwhelmed from the physical junk mail they are receiving and wanted them to stop.
In USA, an average person receives 300 junk mail per year.
Users had genuinely reported feeling overwhelmed from the physical junk mail they are receiving and wanted them to stop.
In USA, an average person receives 300 junk mail per year.
Founders pivoted to making getting rid of junk mail as the main USP of the product.
FIXING USER EXPERIENCE FIRST DRAFT
FIXING USER EXPERIENCE FIRST DRAFT
With this pivot meant, we could allow users to skip the verification. Me and the mobile dev sat down and quickly conceptualized the flow together with Ekaksh [Mobile engineer], The new flow was ready in a day.
With this pivot meant, we could allow users to skip the verification. Me and the mobile dev sat down and quickly conceptualized the flow together with Ekaksh [Mobile engineer], The new flow was ready in a day.
In summary, with the change in business USP, we were able to reduce the steps and add a skip button while verification.
In summary, with the change in business USP, we were able to reduce the steps and add a skip button while verification.
THE ENDGAME
The First draft still had a few issues.
As we had quickly iterated the redesign, just to ship, I knew the narrative and context could be better of the onboarding.
As we had quickly iterated the redesign, just to ship, I knew the narrative and context could be better of the onboarding.
NARRATIVE AND CONTEXT ISSUE
NARRATIVE AND CONTEXT ISSUE
The new copy and the narrative of the onboarding still lacked in clear communcation and having clear narrative of unsubscribing from junk mail, across the onboarding .
The new copy and the narrative of the onboarding still lacked in clear communcation and having clear narrative of unsubscribing from junk mail, across the onboarding .
Breaking down the design decision
Breaking down the design decision
COHESIVE NARRATIVE ACROSS ONBOARDING
COHESIVE NARRATIVE ACROSS ONBOARDING
Changing the copy of button from "Claim Address" to "Start unsubscribe", while keeping the same context of unsubscribe across the entire journey.
Changing the copy of button from "Claim Address" to "Start unsubscribe", while keeping the same context of unsubscribe across the entire journey.
ADDING ANIMATION TO MAKE THE USER FEEL THE PROGRESS
ADDING ANIMATION TO MAKE THE USER FEEL THE PROGRESS
Adding animation which made the user feel like something was happening, giving them a little inertia to move forward in the step.
Adding animation which made the user feel like something was happening, giving them a little inertia to move forward in the step.
USING INERTIA BUILT TO DIRECT TO ACTION
USING INERTIA BUILT TO DIRECT TO ACTION
While we had added the skip button, it still would be best for us, if we could verify their identity, which was required to access other features of the app, wording it as "Final Step, Confirm Your Unsubscribe Request" to use the inertia built in the previous screen and make the user verify, while also giving them an option to skip.
While we had added the skip button, it still would be best for us, if we could verify their identity, which was required to access other features of the app, wording it as "Final Step, Confirm Your Unsubscribe Request" to use the inertia built in the previous screen and make the user verify, while also giving them an option to skip.
THE OUTCOME AND LEARNINGS
The onboarding completion rate jumped to 88.89% after the new onboarding.
While the data is early post launch, still the improvement is clear, stakeholders understand the flow more clearly as well.
While the data is early post launch, still the improvement is clear, stakeholders understand the flow more clearly as well.
THE LEARNINGS
THE LEARNINGS
The challenge was interesting, seeing how much intertwined the business and the ux is, how one affects the other.
The challenge was interesting, seeing how much intertwined the business and the ux is, how one affects the other.
An interesting pattern emerged, we didn't see many people skipping.
People opted for completing the verification when it mattered to them, when the product clearly communicated that "you are at the right place" early.
An interesting pattern emerged, we didn't see many people skipping.
People opted for completing the verification when it mattered to them, when the product clearly communicated that "you are at the right place" early.
Animations can play a huge role in keeping the users enagaged even though it might increase the time of onboarding, if the user is likely to only see it once, and it shows real progress instead of a gimmick, then they can become a real powerful technique.
Animations can play a huge role in keeping the users enagaged even though it might increase the time of onboarding, if the user is likely to only see it once, and it shows real progress instead of a gimmick, then they can become a real powerful technique.
I appreciate you giving the time to read this
I appreciate you giving the time to read this
I appreciate you giving the time to read this
