Designing for Effective Onboarding

No matter how visually appealing your web design might be, there has to be something in the design that creates a desire for viewers to return. Your clients are looking for more than cool bells and whistles. They are looking for a website or mobile app that creates traffic, especially return traffic.

The process of “onboarding” is often over-looked. By definition, onboarding is an automated process built into the software that requires the user to participate in some function that effectively creates a relationship with the site. This might include things like a slideshow, an application or registration form that needs to be completed and/or a product presentation. If done properly. the user will establish that relationship and visit more frequently.

Design effective onboarding

Onboarding creates the right engagement strategy. It can’t be done and used as busy work or a distraction for the user. The user has to feel it has some significant effect on why they are visiting the site in the first place. Given the importance of this process, here’s a few onboarding objectives for your consideration.

1. Action Oriented – Instead of telling the user exactly what to do, you can create an interactive process that allows them to engage and learn.

2. Informative Content – Above all, your onboarding process needs to informative and relevant. It should play a big part in helping the user understand exactly why they are visiting your site.

3. Evolving – The onboarding process should not be a one-time static feature. It should have a life of its own that evolves and grows as the user continues to visit time and again.

4. All Inclusive – The onboarding process should allow the user to get involved on many levels. That might include blogs, updated product notifications, direct contact or special invitations.