Archistar — Onboarding journey
A personalised onboarding journey that improves customer retention
This is a take-home assignment I did for Archistar. I was given a brief and three days to complete the assignment.
Background
Archistar is the world-first artificial intelligence that helps property professionals find profitable development sites, assess for feasibility, and generate dozens of architectural design strategies — all within a few minutes.
Problem statement
“You never get a second chance to make a good first impression.” — Will Roger
Poor onboarding experience on the Archistar Property Platform is affecting user retention.
UX moodboard
I’ve looked at onboarding design from Figma, Milanote, InVision, Dropbox, and Grammarly.
Common themes:
- Personalisation
- Engaging and concise copy
- Learn by doing
- Animation prompts user and highlights features
Ideation
Based on the information from the Archistar website and brief, I’ve assumed each user approaches the Archistar Property Platform differently.
My idea is to create a personalised onboarding journey that highlights key product features and helps users complete tasks through explorative learning.
Onboarding
Personalise welcome message with user’s name. Select profile for a personalised experience. This example showcases the flow for Developer.
Highlight 5 key product features with a short summary. Key product features may vary based on selected profile. E.g. A developer flow would highlight Search, Filters, Layers, Add Ons, and Estimate. Whereas an Agent flow would highlight Search, Filters, Add Ons, Site Details, and Feng Shui Reports.
Explorative learning
The guide takes users through each step, so they can achieve their goal easily.
Users can click ‘EXIT GUIDE MODE’ to return to normal. The next tooltip will appear once the first step is completed.
Archistar can continue to develop these tutorials based on users' needs and pain points, so users are able to learn by doing.
Tooltip assistance
Tooltips will appear the first time a user clicks on individual features.
Afterwards Tooltips will be switched off, but users can choose to switch them back on if desired.
Training and Help
A ‘Learn more’ button will be added to all feature panels, which will be linked to the relevant training videos. Users will be able to utilise all the existing training videos within the Training and Help page of your website.
Engage user feedback
Review your first experience via email
A review email will be triggered after the user logs out of the platform for the first time. Clicking on the stars would take the user to a page where they can review and leave comments.
Review your experience
If a user doesn’t respond to the review email within a certain timeframe, a second feedback solution will be triggered. A review pop-up will be prompted at the next sign in if the user has checked the “Don’t show this again” box of the Step-by-step guide pop-up.
Next step
Develop onboarding flows for each user profile based on their pain points and needs, then conduct usability testings on the designs and iterate based on findings.
