{"id":9606,"date":"2016-07-07T09:45:32","date_gmt":"2016-07-07T16:45:32","guid":{"rendered":"http:\/\/intercom.com\/blog\/?p=9606"},"modified":"2024-09-24T14:25:43","modified_gmt":"2024-09-24T13:25:43","slug":"designing-onboarding-message-schedule","status":"publish","type":"post","link":"https:\/\/www.intercom.com\/blog\/designing-onboarding-message-schedule\/","title":{"rendered":"5 messages for every onboarding campaign"},"content":{"rendered":"<p class=\"opening_paragraph\">Most of the writing on onboarding focuses exclusively on what\u2019s happening on the interface.<\/p>\n<p>Advice on modals, tooltips, and gestures is easy to come by. What all of it ignores is what\u2019s happening in the 30 days after a customer signs up to your product. Pixel-perfect interactions are useless if customers aren\u2019t getting value from the features they signed up for.<\/p>\n<p>Successful <a href=\"https:\/\/www.intercom.com\/blog\/successful-customer-onboarding-never-stops\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding<\/a> is less about getting users through the first three screens, and more about demonstrating value to customers \u2013 fast. And the single best way to ensure users are getting continuous value is through messaging. It can help you to show customers:<\/p>\n<ol>\n<li>why they\u2019re there,<\/li>\n<li>what they can accomplish,<\/li>\n<li>and what to do next.<\/li>\n<\/ol>\n<p>Messaging can hit all three of these better than any fleeting product tour can.<\/p>\n<p class=\"quote\">The single best way to ensure users are getting continuous value is through messaging<\/p>\n<p>Here\u2019s a series of messages that will guarantee new signups get the most out of your product.<\/p>\n<h2 id=\"1-welcome-message\">1. Welcome message<\/h2>\n<p><img decoding=\"async\" class=\"small\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2016\/07\/Welcome-users-dos-and-donts.png\" alt=\"The do's and don'ts of welcome messages for new users\" \/><\/p>\n<p>Welcome messages are more likely to be opened, clicked on, and responded to than any other message. You\u2019ll never get a second chance at making a first impression so make this message count.<\/p>\n<ul>\n<li><strong>Extend a warm welcome.<\/strong> You wouldn\u2019t greet someone on the street by saying \u2018To whom it may concern.\u2019 Use first name variables and greet customers by their first name.<\/li>\n<li><strong>Introduce yourself.<\/strong> The days of Microsoft\u2019s <a href=\"http:\/\/www.theatlantic.com\/technology\/archive\/2015\/06\/clippy-the-microsoft-office-assistant-is-the-patriarchys-fault\/396653\/\">Clippy<\/a> are thankfully behind us. Nobody likes doing business with an anonymous avatar. Introduce yourself to show new customers there\u2019s a real person behind your product.<\/li>\n<li><strong>Set a nice tone for your product.<\/strong> It\u2019s not just what you say but how you say it. A friendly, conversational tone will directly impact whether your subsequent onboarding messages get read.<\/li>\n<li><strong>Call to action.<\/strong> Think about what you want your customers to actually do when they first start using your product &#8211; that should inform everything else. Then make this goal the single call to action in your email e.g sign up to a webinar, update their profile page, etc.<\/li>\n<\/ul>\n<h2 id=\"2-follow-up-message\">2. Follow-up message<\/h2>\n<p><img decoding=\"async\" class=\"small\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2016\/07\/First-check-in-message.png\" alt=\"The first check in message that you should send to customers\" \/><\/p>\n<p>Ok, so your new users have set up an account, they\u2019ve been warmly welcomed, and you\u2019ve yet to hear anything back. Everything must be rosy, right? Wrong. Don\u2019t confuse causation with correlation. There might be some rare cases where things are going 100% perfectly, but when it comes to new signups, assume nothing.<\/p>\n<p>Simply communicating with your new signups is a great way to tease out questions they might not bother contacting you for, but that are blocking them from getting real value from your product. By proactively starting a dialogue they\u2019re far more likely to say things like \u201cHow can I create a new project\u201d or \u201cHow do I invite a teammate ?\u201d.<\/p>\n<p>A few days after they\u2019ve signed up, <a href=\"https:\/\/www.intercom.com\/blog\/customer-follow-up\/\" target=\"_blank\" rel=\"noopener noreferrer\">send new customers a follow-up message<\/a> to let them know you\u2019re there to help if they need anything.<\/p>\n<h2 id=\"3-activation-message\">3. Activation message<\/h2>\n<p><img decoding=\"async\" class=\"small\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2016\/07\/Activation-message.png\" alt=\"A push notification is more likely to activate new users to take the next step\" \/><\/p>\n<p>Most users who sign up for a product use it just once. This is especially true for products with a free trial. Just because someone has made it through the intro tour doesn\u2019t mean they\u2019ve committed to it. They could have as easily read the <em>TechCrunch<\/em> article your product was mentioned in and be curious to check it out. Again, assume nothing.<\/p>\n<p>The channel here is important. Make this message an email, or a push notification. An in-app message won\u2019t activate new signups if they\u2019re not signing in to begin with.<\/p>\n<ul>\n<li><strong>Sell the value.<\/strong> This is onboarding 101 \u2013 don\u2019t tell people to do something; motivate them to do it. Remind customers of the job your product solves, and how using a particular feature can help them solve it.<\/li>\n<li><strong>Make action easy.<\/strong> Always link directly to the page where they can complete the action. Deeplinks cost nothing, but save unfamiliar signups from searching for features they likely have never heard of.<\/li>\n<li><strong>Use active language.<\/strong> Don\u2019t treat new users as a scorned lover. &#8220;Come back, we miss you&#8221; might get someone to sign back in, but is unlikely to inspire confidence in your product in the long run.<\/li>\n<li><strong>Set expectations.<\/strong> The biggest obstacles in your way are effort and time. If it won\u2019t take long for new users to get up and running, let them know. For example, you could say, \u2018It only takes a minute to create a project.\u2019<\/li>\n<\/ul>\n<h2 id=\"4-education-message\">4. Education message<\/h2>\n<p><img decoding=\"async\" class=\"small\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2016\/07\/Education-message1.png\" alt=\"\" \/><\/p>\n<p>Onboarding isn\u2019t measured in number of tasks completed, it\u2019s measured in how you make people more successful. Just because a new signup has finished the progress bar on the product dashboard doesn\u2019t mean they\u2019re any further in getting the value they signed up for.<\/p>\n<p>Sometime in the first 30 days, you\u2019re going to have to stop telling people to start doing something and start showing them instead.<\/p>\n<p>For example, if your customers have used your project feature for the third time, you could introduce them to your best practices on how to make a project schedule and how to organize their documents and files. The customer\u2019s ultimate goal isn\u2019t to create a project \u2013 it\u2019s to work with a group and keep everyone on the same page. A message like this gets them one step closer to that successful moment.<\/p>\n<p>It almost goes without saying, but make sure to trigger these messages based on behavior. In the case above, you could add a rule to your message such as &#8220;Created project count is 3&#8221;.<\/p>\n<h2 id=\"5-nudge-message\">5. Nudge message<\/h2>\n<div class=\"post_image_wrapper\"><img decoding=\"async\" class=\"small\" src=\"https:\/\/intercom.com\/blog\/wp-content\/uploads\/2016\/07\/Nudge-message1.png\" \/><\/div>\n<p>Whenever new signups aren\u2019t using a feature they could benefit from, onboarding opportunities abound. Look at a new signup&#8217;s onboarding trajectory not as whether they\u2019re fully set up in your product, but whether they\u2019re becoming better at solving the jobs they hired your product for.<\/p>\n<p>Let\u2019s say a new signup has created a project, they\u2019ve created a schedule, and have started to organize their documents. But they haven\u2019t actually shared it with anyone yet.<\/p>\n<p>If your product has features that will really help people, let them know. Introduce this related feature in context (while they\u2019re creating a project) and tell them how to make the most of it.<\/p>\n<h2 id=\"delivering-ongoing-value-to-signups\">Delivering ongoing value to signups<\/h2>\n<p>One of these messages in isolation won\u2019t deliver engaged users overnight. But taken collectively, a series of onboarding messages gives you the best chance of converting new signups on a free trial, or making sure those who are already paying stick around. Done right, it\u2019ll help you keep pace with how new signups are reacting to the first 30 days, and remove any stumbling blocks they encounter along the way.<\/p>\n<p>Sure, creating a series of onboarding messages isn\u2019t as easy as having a one-size-fits-all product tour (though using tools like <a href=\"https:\/\/www.intercom.com\/blog\/smart-campaigns\">Intercom<\/a> to send messages certainly makes it a lot easier). But providing long-term value for you and your users shouldn\u2019t be easy.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Most of the writing on onboarding focuses exclusively on what\u2019s happening on the interface. Advice on modals, tooltips, and gestures is easy to come by. What all of it ignores is what\u2019s happening in the 30&hellip;<\/p>\n","protected":false},"author":175,"featured_media":9610,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"category":[12897],"tags":[214,206,200,231],"coauthors":[408],"class_list":["post-9606","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","tag-communications","tag-customer-onboarding","tag-messaging","tag-value"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>5 onboarding messages to welcome, educate, and more<\/title>\n<meta name=\"description\" content=\"Great onboarding quickly demonstrates the value of your product to users. 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