Intercom_on_Onboarding

that in person to your customer, so why say it in your product?

When a customer encounters a campaign for the first time, there is an example campaign created when they get there – with best practice tips and links to helpful guides. Then, when a customer creates a new campaign, and sees a blank campaign for the first time, we signpost them to a guide for creating engaging messages. This is easily dismissed, but it’s helpful content in the right place at the right time for those who need it.

Anticipate the next questions

In education, the more you hold someone’s hand, the less their brain will engage. The same goes for onboarding – if you keep spoonfeeding users solutions, don’t be surprised when they can’t pick up a knife and fork. That’s why it’s better to give information as gradual hints, so new users can more deeply retain what they’ve learned. One of the best ways to do this is to center information around the intent of the customer. For example, when a customer creates a new campaign, by clicking on the create button they’ve shown intent. With new users interested, now is a good time to start sharing more advanced information like best practice guides. This type of careful consideration really does drive engagement.

Gradually expose features over time

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