Examples

Xero packs their thoughtful “Setup Guide” with everything you need to get started—videos, product tours, checklists, knowledge base articles, and more.

Giving users the power to shape their product experience is an excellent way to boost engagement. Check out how Privy allows new users to choose their own adventure.

Many companies think more is better when it comes to onboarding (Trainual did, too, at one point), but oftentimes, the opposite is true. To improve their onboarding, Trainual moved their video tutorials and other educational resources into discrete hotpots.

What would you do if you had many different kinds of users and wanted to create an onboarding process that catered to each one? PandaDoc answer is to create quick-start templates.

The Pitch team has mastered the art of GIFs to educate and onboard users on key features of their product.

Lucidchart finds the right balance with more hands-on and laid-back onboarding approach with helpful guidance, clear empty states, and templates.

Kate Syuma dives into Miro's onboarding evolution, focusing on experimentation, user feedback, and balancing simplicity while showcasing the product's core value.

An in-depth look at how Thinkific used insights from early successful customers to define their JTBD and streamline their onboarding experience.

Sometimes, driving feature adoption and keeping users informed can be as simple as a click of a button.

When teaching someone something new, the most effective approach isn’t just “show or tell." Freshdesk uses this approach with its learn-by-doing walkthrough.

Crowd Content boosts engagement by letting new users personalize their journey with a choose-your-own-adventure onboarding—turning those first clicks into an impactful experience.

When creating educational resources for your customers, you have to consider your users' different learning styles and preferences. Later Social nails this best practice in their learning portal.