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The Guide to User Onboarding with Proven Examples

What user onboarding is proven to work? There's a lot of advice so we'll take a look at specific practical examples of things companies did to improve their user onboarding including emails, UX and remembering that it's still sales.

Roundup: What onboarding emails have worked for companies?

This roundup of 27 companies includes their full set of onboarding emails and key advice.

Key lessons learned include:

  • The first ten days after your new user signs up are critical.
  • Make every email actionable.
  • Give users multiple nudges.
  • Analyse and understand the different personas who sign up.
  • Address UNCERTAINTY with FLEXIBILITY.
  • Emails often live and die by their subject lines.

Start reading the best onboarding email examples by 27 different companies

Roundup: What onboarding UX has worked for companies?

In this roundup see tried and tested different approaches to achieve the best UX.

Key lessons include:

  • Extend the trial based on usage.
  • Create a guided tour of the entire site.
  • Have a very low threshold of effort for every step.
  • Feedback is central to every improvement.
  • Ethics are an important design consideration.
  • Focus on dialogue.

Start reading how to perfect your onboarding UX

Convert those who didn't onboard first time? Close.io are sales experts. See what they did.

Close.io were an outsourced sales service who then built their own software. In short, they really know how to sell.

I get good emails from Close.io every week and they tempt me to read even when they are only partially relevant to me because I only signed up to Close to investigate an integration to their software.

I sat down to analyse why they were so good. Key lessons learned:

  • Good subject headers are essential.
  • Send consistently. Close.io send a good email every week.
  • Use the APP formula.
  • You can plug your product in your educational emails directly, honestly and without sounding salesy.

See our analysis of Close.io's drip email campaign


What's the argument for manual onboarding? Pretty strong

See why one to one onboarding is how you discover and learn about most apps and how to do this effortlessly using the latest tech.

Read more about doing manual onboarding for conversion and churn wonders


We'll add further roundups to this guide in time

Meanwhile...

Do you want to sell to enterprises?

See what we thought onboarding and sales for enterprise would be like and what really happened

The Guide to User Onboarding with Proven Examples
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