Rydoo's Feature Update Modal
A Modal with catchy media that shows a feature update in action and communicates how users can use it.
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Folk's Onboarding Walkthrough
Ever signed up for a new tool and immediately questioned all your life choices? Nothing kills enthusiasm faster than an onboarding flow that feels like an escape room with no clues. Folk, on the other hand, actually wants you to succeed, guiding you smoothly from “What am I doing here?” to “Oh, this is actually useful” with minimal existential crises.
Let’s break down what makes their onboarding strategy so effective.
From this tour
Personalised onboarding
If you’re trying to understand user sentiment and the JTBD (Jobs to be done) for your user, personalizing your user onboarding is a must-have.
Folk segments users based on their Jobs-to-be-Done (JTBD). This ensures each onboarding journey feels personalized, increasing adoption and retention. The takeaway is clear here - the more you personalize your onboarding, the more your user adoption & retention number will go up.
- Personalize your onboarding journey
- Understand your users' JTBD
- Add value (it's non-negotiable)
Reduce TTV for key actions
Creating contacts is a key action step in the user journey for Folk - one that is directly tied to high user engagement. For a CRM product, the contact data point is the focal point of the entire user workflow. The trick is to bring this data point at just the right time, with as little friction as possible. The sooner users experience value, the more likely they are to stick around.
Folk does this very well by giving users options to create their contacts from within Folk with minimal friction. Contacts can be added with just a single click, and users are gently nudged to choose the most recommended option which reduces friction and TTV even more.
- Reduce TTV for new users
- Remove friction
- Nudge users towards the right choice
Brilliant use of Checklists and progress bars
Both tools are used in conjunction within the in-app experience to get users to take specific actions to trigger the activation step. Completion of these steps sets the user up for success to get the most value out of Folk.
The progress bars help incentivize the user to keep chugging along while the checklist feature helps the user cross off things to get a quick dopamine hit & keep going. For Folk, the goal here is to ensure the user goes through these steps quickly so that they are best positioned to use Folk for their main JTBD. Which brings us to the next step.
- Use Progress bars to hep users take key actions
- Checklists trigger completion bias in users
- Get users towards activation
Clear walkthrough tour
B2B SaaS onboarding is incomplete without a good walkthrough tour. Folk is no exception. The walkthrough tour is used to show first-time users the main power features of Folk and what they can do with it, especially the jobs-to-be-done (JTBD).
There is a significant chance the user feels overwhelmed when trying out a new CRM platform, so gently nudging the users to take the needed steps without feeling overwhelmed is a great move here by Folk.
I especially like how they use verbs and action words to prompt the user to take action, while also gently allowing them the option to skip the walkthrough.
- Reduce user overwhelm
- Show core product capabilities
- Use action words
See how Chili Piper boosted revenue growth
Industry: Information Technology
Employees: 150+
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