Onboarding Best Practice

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This document highlights best practices for onboarding users, emphasizing clarity in language and logical flows to avoid confusion. It suggests avoiding complex login processes, removing unnecessary obstacles such as CAPTCHAs, and providing clear guidance on password requirements. The overall goal is to enhance user experience and reduce failure rates during the onboarding process.

Onboarding
best practices
Twitter: andrewsmyk

Andrew Smyk
program coordinator
ux designer
Twitter: andrewsmyk

user expectations

Don’t expect mastery

microcopy

It begins with Log Ins

Log In vs Login

Not Loggins

Log In vs Registration

Sign In vs Sign Up

Onboarding Best Practice

Onboarding Best Practice

Onboarding Best Practice

Onboarding Best Practice

avoid usernames

email address
phone number

Third Party Login

Logical asks

Avoid surprises

Password hints

Retrieve password

Retrieve over reset

Show password

Warn if Cap Locks

Password variants

Onboarding Best Practice

Your new password must:
Contain letters, digits and special characters.
A plot.
A protagonist with good character development.
A twist and a happy ending.

Remove CAPTCHA

38% fail on first attempt

Failure rate escalation

Onboarding Best Practice

Lost conversions

Progressive
Disclosure

Onboarding Best Practice

Onboarding Best Practice

Onboarding Best Practice

Onboarding Best Practice

Onboarding Best Practice

Don’t rush completion

Onboarding Best Practice

Onboarding Best Practice

Create a flow

Acknowledge the user

Limit confirmations

Avoid last click analytics

Extend to the many

Design with (good) data

Questions?

Thanks!
Twitter: andrewsmyk

Ad

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Onboarding Best Practice

1. Onboarding best practices Twitter: andrewsmyk

2. Andrew Smyk program coordinator ux designer Twitter: andrewsmyk

3. user expectations

4. Don’t expect mastery

6. It begins with Log Ins

7. Log In vs Login

9. Log In vs Registration

10. Sign In vs Sign Up

15. avoid usernames

16. email address phone number

17. Third Party Login

18. Logical asks

19. Avoid surprises

20. Password hints

21. Retrieve password

22. Retrieve over reset

23. Show password

24. Warn if Cap Locks

25. Password variants

27. Your new password must: Contain letters, digits and special characters. A plot. A protagonist with good character development. A twist and a happy ending.

28. Remove CAPTCHA

29. 38% fail on first attempt

30. Failure rate escalation

32. Lost conversions

33. Progressive Disclosure

39. Don’t rush completion

42. Create a flow

43. Acknowledge the user

44. Limit confirmations

45. Avoid last click analytics

46. Extend to the many

47. Design with (good) data

49. Thanks! Twitter: andrewsmyk