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🛬How do you onboard new users?

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I’m curious how other makers approach this.

The more features a product has, the harder it becomes to explain it without overwhelming a new user.

Do you:

• guide users step by step
• give them a simple starting task
• let them explore everything themselves
• use videos/tutorials
• hide most features until they need them
• or something completely different?

Especially interested in products that are not immediately obvious in the first minute.

How do you onboard users into something complex?

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I have noticed that too many onboarding steps can make me forget why i signed up in the first place. showing value early feels more effective.

 To be honest, I don’t like long onboarding too. But apparently, users need you to hold their hand and guide them through the product. So we're still figuring out the best way.

Giving users one small task works better than making them watch a long tutorail.

 So, you think it’s better to encourage the user to do a small interaction themselves? And what do you think about having a demo project or something like that?

Short tooltips at the right moment work better for us than explaining everything upfront.

 Yes, thought about this too. But for a first-time user, how can we identify the right moment to engage them before they leave?

something i would add is progressive onboarding introduce the core workflow first then surface advanced features when they become relevant to what am doing.

 What method would you choose for introducing the workflow - tooltips and highlights, or maybe a demo project?

For or complex products i's unlock features as people actually need them

 But sometimes a user’s use case might require a feature that you’ve hidden because you considered it advanced. This makes me think...

It's useful to cover basics of Education Design/Learning Experience Design - this helps break down challenge of onboarding into specific actionable steps.

Rule of thumb is - you have to identify which specific:

  • Concepts

  • Facts

  • Proccesses

  • Principles/Mental Models

You need your user to know/understand - to fully understand value of your product.

And when u have these, you can then assign specific guides/tasks, build videos/tutorials, to cover each specific gap they might have.

I've got a whole thing about designing onboarding through the lens of education if anyone's interested.

 Oh wow! I’m definitely interested! =)
Please share your experience and resources.

De hecho me esta pasando mucho pero un poco al contrario, hice mi pagina con mucho contenido y ahora me esta costando muchísimo abrirme al publico para darlo a conocer todo. A pesar de que esta no se siente como un laberinto, no se si me logre entender.

 As I understand from the translation, you're talking about your page with a lot of content.

But why do you feel hesitant to share it? Can you please share what you're working on? Super interesting to see!

 Sorry for writing in Spanish; I realize I wasn't clearly understood.

I launched the site yesterday. I feel it has a lot of content, but I struggle to convey that to the audience because marketing isn't really my strong suit—plus, I'm new to all of this. It’s a real challenge for me when it comes to getting the word out about all the site's features.

Unfortunately I can't share the link here yet, but if you search for PresupuestoYa, you'll find it in my profile.

 Ah, I saw your product - really interesting concept!

I think the page isn't overloaded at all, it's actually quite clear.

Wishing you lots of luck! And come, join the we've just started - there’s lots of useful stuff already =)

Hiding advanced stuff until I need it makes sense. Seeing 20 options before I know what I'm doing is just noise.

 So you prefer to keep the interface light and hide all the advanced abilities somewhere in the settings and features? Still, how do you let the user know that something they might need actually exists?

The simple starting task approach makes the most sense to me. once i get one successful result, am usually willing to explore the rest myself.

 So, for example, for a management environment, create a project and one task? Does it fit with what you had in mind? Or maybe some interaction with an existing demo project?

We are planning to use AI onboarding tool that will guide them through as they use the product

 Wow, nice! Is it your own tool, or you integrating an existing one?

 It was launched recently on PH - , it caught my attention and I'd like to try it out

(my previous message mentioning the tool was invisible in this chat, so I had to rewrite it, so it doesn't sound promotional, and it got through)

 Very useful shoutout! I’ve started exploring it. Thanks! =)

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