My First Approach on Designing Onboarding Flows
Right off the bat, I am going to say that I am no expert on designing onboarding flows.
While I have seen many beautiful onboarding flows, I have never designed one before… that is, not until now. I have been interning at Cooleaf this summer, a startup that focuses on employee engagement, as a designer. My main focus was the design of their mobile application and other UI related things, like web (more on that later). One of the tasks I was given was to create an onboarding flow for their app. Yikes, I don’t know how to do that! However, I know how to approach problems and I would like to think that I also know a thing or two about design. Here was my approach:
I did a ton of research. If you don’t have the solution, look at others who do. The first thing I did was google ‘best onboarding flows’, ‘tips on designing onboarding flows’, ‘apps with great onboarding flows’ and other things like that. Yeah, it’s basic, but you gotta start somewhere. Eventually I moved onto researching more indepth topics on onboarding, from ‘what kinds of features should be included’ to ‘onboarding conventions’, which brings me to my next step.
I asked other designers and developers. I flipped through all of the designers and developers I knew and shot out a few messages.
I wrote down what I already knew about onboarding flows. Most apps have onboarding flows, so you might know more about them than you may think. Writing down what you already know gives you a foundation to work off of, and lets you see if you have any misinformation.
I downloaded lots of apps with onboarding… like, a lot of apps. After researching other apps with awesome onboarding flows, I downloaded a lot of the ones I read about.
While this many not be a popular piece of advice, I suggest that you look into and download apps with bad flows. This way, you can compare the good with the bad and understand why one is better than the other.