Onboarding quickly demonstrates the value of a product or service, increasing the likelihood of user success.

It’s more than just a flashy introduction, pointing out features, or even teaching new users how to use a product. It’s about helping users meet their unique goals and creating value. Onboarding guides users towards their ‘Aha! Moments’.

Onboarding should be task-orientated, taking into account both user and business goals. It‘s essential to consider the different groups of people coming to a product: What are they looking for? How can you make them feel welcome and productive?

Think of an onboarding experience as a journey for the user. When defining these experiences, designing a component, or even writing copy, ask yourself: Is it relevant, contextual, dismissible, and digestible?

This framework highlights best practices and shows how best to onboard users. Use the workshop template to define onboarding scenarios and the method-picking tool to help determine the most effective onboarding method.