用户入职：11种最佳实践和5个软件来简化该过程bob电竞官方下载

“您将永远不会有第二种机会给人留下第一印象。”

This quote from Will Rogers is relevant for most things in life, but it is especially significant when introducing new products to a market — and to customers.

用户入职是任何产品发布的最关键，令人沮丧的元素之一。这是第一印象，需要对未来的采用和增长进行计划和分析。

在本文中，我们将为您介绍一些最佳实践，提示和平台，以包括您的用户入职过程。跳到您首先要知道的主题：

• 什么是用户入职？
• User Onboarding In Practice
• 移动用户入职
• 最佳入职软件bob电竞官方下载
• 用户入职最佳实践

客户成功经理assisting with new product introductions should understand customer onboarding so they help their clients refine their message, find the right target market, and ultimately, gain traction.

为什么用户登机如此重要？

入职是有益的，因为它可以帮助客户比自己更快地掌握您的产品或服务。用户没有尝试自学，而是有一个可以对他们购买的产品进行教育的专家。这增加了customer satisfaction并防止流失，因为客户不会浪费时间试图找出产品。取而代之的是，他们可以专注于使用产品想要实现的目标。

User Onboarding In Practice

A good example of onboarding can be seen with the company,WashCard Systems。含水系统是一个SaaScompany that simplifies car wash payments for businesses. It's an easy-to-use service but still needs to be set up manually. However, since WashCard Systems' target audience is busy business owners, many customers don't have the time for a super involved setup process.

为了解决此问题，washcard系统使用HubSpot工作流程。Whenever a new customer is added to the workflow, a series of actions are initiated to quickly bring them up to speed. This way, customers don't have to put much effort into setup. Instead, they can respond to the company's questions.

含水系统是一个great example of effective user onboarding. Rather than requiring the customer to actively figure things out on their own, WashCard structures its onboarding so that customers can get the information they need exactly when they need it.

User Onboarding is a unique process for every business that uses this strategy. Check out this post for a wide range of用户入职示例。

移动用户入职

对于许多SaaS业务，客户可以选择同时使用其产品的桌面和移动版本。对于这些业务，重要的是要提供其入职过程的响应式版本，以说明其移动用户。

如果您的公司有bob全站appmobile product or app, then you'll need to adopt mobile user onboarding to create anomni-channel experience。While these users may not be the majority of your customer base, their experience should be just as positive as your traditional users.

当涉及到移动入职时，一个清晰的，分步的过程是customer success。使每个步骤简单易于实现，因为这将使用户能够使用户对自己的经验进行参与和满意。如果您的应用程序与桌面版本相称，请务必概述其独特功能，并说明其与原始产品的不同之处。

品牌Slack可以看到移动入门的一个很好的例子。SLACK提供了一个有效的接口，可指导用户完成入职过程的每个步骤。它使用动画和弹出式幻灯片之类的功能来提供及时的提示和建议。您可以在下图中看到其移动入门的示例。

图像源

Below is a quick list of some of the best user onboarding software you can use if your product or service doesn't include it:

1。Userguiding

Price: Starts at $99/month

UserGuiding软件那是一个新员工培训bob电竞官方下载t requires little to no coding to install. Instead, the app runs off a Google Chrome extension that lets you create comprehensive walkthroughs and guides instantly.

为什么我们推荐Userguiding：

推出新产品时，功能采用率很高。我们喜欢Userguiding，因为它使用指导性发现在几分钟之内引导客户完成新功能，而不是让他们自己弄清楚。在TIEM上，这可能导致客户忠诚度的提高并降低流失率。

2。AppCues

价格：起价为$ 159/月

AppCues helps SaaS and tech companies build user onboarding processes, customer satisfaction surveys, and new feature announcements right into the product without needing to know how to code first.

Why we recommend AppCues:

Feedback is an integral part of user onboarding and AppCues makes that easy by integrating NPS & surveys directly into its software. Open-ended questions, multiple-choice options, and Likert scales are all available in the AppCues feedback feature.

3。Intercom

价格：起价为87美元/月

Intercom的平台使用对话客户消息传递通过新产品教程逐步指导新用户。基于对话的平台也支持支持，参与和营销。

为什么我们推荐对讲：

Intercom is a multi-faceted tool that can be used not only for user onboarding, but personalization as well. Features like商业信使和Customer Data Platform可以个性化用户从潜在客户生成到登机到客户成功的每个部分的体验。

4。Lessonly

Price: Starts at $300/month

Lessonly offers powerful, easy-to-use web-based training that allows you to create multiple lessons for particularly complicated product onboarding. This platform also provides badges that keep your customers motivated to get the most of their onboarding.

Why we recommend Lessonly:

课程是用户入职的理想解决方案，因为它结合了音频，网络摄像头和屏幕阴影功能。如果您的用户入职过程包括客户和员工之间的一对一交互，那么这些功能是必备的。

5.昵称

Price: Starts at $99/month

Nickelled通过设置带导游的旅行，工具提示，横幅等来帮助用户导航您bob电竞官方下载的软件。这些功能创建了交互式点击指南，这些指南教会人们如何设置您的软件并熟悉其功能。bob电竞官方下载

为什么我们推荐昵称：

无论您有一个或二十一组的团队，昵称还是大小的企业，仍然是有效的用户入职流程的负担得起的选择。额外的座位没有额外的费用，因此您团队中负责欢迎新客户的任何人都可以访问此平台。

Below are 10 things to consider when setting up your user onboarding plan — keep reading to learn how to set your customers up for success before they even buy your product.

1.绘制用户旅行。

成功入职需要清晰的产品用户图像。在建立入职用户的过程之前，用户角色这反映了他们的需求，目标，动机和会引起他们共鸣的信息。成本是最重要的转换驱动力吗？一些用户需要更多的教育吗？您的用户会成为购买的最终决策者吗？这些见解有助于优先考虑消息并建立最适合客户旅程的用户流。

Each persona will likely need a different path to purchase, so creating multiple landing pages can help capture new traffic and increase conversions by tailoring the product to their specific needs. These pages also offer valuable testing opportunities to determine which onboarding elements are most effective.

2.提供不仅仅是产品之旅。

虽然产品游览是用户入职的有效一部分，但它们也只是在刮擦表面。重要的是要为用户的入职经验添加个性化元素，以便每个新客户在适应您的业务和产品时都会看到并受到重视。

我们提到了上面的几个工具，适用于用户登机工作，因此您不必从头开始。但是要记住的一点是，您的新客户有现有客户甚至潜在客户没有的意图。也就是说：使用刚购买的产品尽快实现目标。

这是产品旅行和用户入职之间的主要区别。将产品游览视为出售产品的机会，而用户入职是一个机会，可以向您的客户展示如何尽快从您的产品中受益。

3。Communicate the value proposition.

客户需要在使用之前了解产品的全部内容，对吗？这意味着他们需要一个令人信服的价值主张：简单明了的描述使产品与众不同。潜在用户不必努力理解产品。在不到五秒钟的时间内，他们应该能够掌握产品的核心优势。梯子是一个职业搜索网站，从事更高的收入工作，就是一个很好的例子：“您的职业是我们的工作。”它非常简单，迅速地表明该公司在客户遇到之前不满意。bob全站appSpotify的“原声带”价值主张同样具有影响力。

Those first five seconds are the product's first and only opportunity to provide users with an“啊！！”片刻,用户理解的成本和效益s of the product and wants to know more. That means you have one or two sentences to communicate the value proposition clearly to potential customers. The value proposition also introduces the tone and personality of the product, like whether it's playful and fun, serious and buttoned-down, or anything in between.

4.减少摩擦。

好的，因此该产品具有简短，风度化，易于理解的价值主张。检查，检查和检查。但是，如果巨大的价值主张得到了不良的注册经验，那么入职可能会停止。用户摩擦几乎是不可避免的，但是良好的设计可以帮助车轮润滑并鼓励成功签约。摩擦是任何变量，网站质量或用户行为趋势，它减慢（或完全停止）公司销售周期的发展。bob全站app用户通常经历摩擦的一些原因包括：

• The landing pages are too long and complicated.
• 存在认知失调，这意味着营销信息和着陆页不一致。
• 该品牌未能向用户传达信任信号

Social login or email signup can seriously reduce the user friction of a signup, but many businesses will still want the data that comes with a full sign-up form. Here, it's important to carefully balance marketing needs with user flow design. Wherever possible, keep it simple.

5.量身定制体验。

一些用户将希望指导能够完成注册过程，而有些用户将希望您摆脱困境。向用户展示清晰的完成途径可以帮助那些想要一些手工握持的人。对于那些想自行弄清楚问题的人来说，最简单的解决方案是让新用户实际上对产品做些事情：编写新帖子，填写简历，甚至推荐其他用户。该产品的成功取决于用户对核心功能建立舒适性，没有什么能让用户信心像给他们的汽车钥匙一样信心。

6. Be a guide.

如果产品很复杂，它可能会有多个功能可以介绍，这通常需要更多涉及的登机过程。用户需要拥有那个黄金时刻，他们意识到自己不想在没有产品的情况下生活，并且导航多个功能或使事情变得复杂可以延迟这一关键的发现时刻。

But, they won't have that golden moment if you can't help them. Steve Jobs learned this very early on at Apple, when he couldn't get other people to understand what a personal computer was or how it worked. That experience imbued Apple with the DNA to make the complex simple — from how the company communicates its products' value propositions to the ease in which users can interface with its products.

考虑使用指导互动，以教育并熟悉产品的核心功能。Facebook和Twitter取得了巨大成功的两家现代公司，它们使用教育障碍来告知用户新功能，政策更改等。这些障碍是大而突出的，因此不能忽略它们。

7.使用电子邮件教育和支持。

The person has to use the product to be a user. A signup that then disappears into the ether is of no value at all. The use of email is still the most effective way to convert a new user into a paying customer. Email is particularly important for SaaS onboarding, both as a means of engagement and new customer referral. Here are a few things to keep in mind when attempting to onboard users via email:

• Email should support a well-defined onboarding process:The welcome or first email should be the first step on the road to conversions. Keep the message clear and eliminate confusion.
• 包括一个清晰的电话：Each email should be focused on getting the user to do one specific thing.
• 提供直接链接：单个CTA应直接带领该人到他在网站或应用程序上需要做的事情。

A robust email plan can extend onboarding education to help users grow from a newbie to a seasoned power user.

Using your personas as a guide, map both registered and non-registered user journeys through the product and identify the major milestones they need to accomplish to take full advantage of the product. Pair these steps with marketing automation workflows and phone call check-ins to ensure emails are delivered precisely when new users need them most.

8.使用应用内进度监控。

If you want to provide users with timely advice, then it helps to know where they are in the customer journey. By monitoring their progress you'll know when to provide resources that are relevant to the user's problems. And, you can also utilize these opportunities to向上销售和交叉销售产品更新或附加组件。

如果您的公司有bob全站appcustomer success team，您可以通过创建与客户旅程保持一致的清单来监视入职。用户完成操作后，代表检查相应的步骤。或者，如果您是SaaS业务，则会触发自动工作流，并每次完成一步时发送通知。这样，代表确切知道客户在入职过程中的位置，并可以提醒他们潜在的障碍。

9.实施游戏化。

Gamification is a process that turns normal activities into games. For example, remember in school when your class would play "Jeopardy" to study for the upcoming exam? You were still preparing for a test, but the study format was fun and enjoyable. That same concept can be applied to your onboarding process.

Your onboarding experience shouldn't be dull. Rather, it should be eventful and excite the customer about using the product. Make the process interactive and reward the user when they complete certain benchmarks. If your onboarding is a fun activity then customers will be more interested in completing it. And, when customers finish onboarding your business increases its客户保留费率。

10.执行用户体验（UX）测试。

一旦创建了入职过程，就必须在揭开它之前对其进行测试。您要确保用户可以轻松完成每个步骤，并与您的客户的需求。The best way to do this is by running user experience (UX) tests and analyzing how customers react to your onboarding process.

One of the most fundamental UX tests you can run is a usability test.可用性测试确定使用产品或服务的容易性。这些测试提供了有用的客户反馈，可识别产品界面中的缺陷或客户的入门体验。

虽然可用性测试是衡量用户体验的有效方法，但还有许多其他类型的用户测试也可以使用。例如，您可以主持焦点小组，以调查参与者对您的产品的感受。或者，您可以运行A/B测试，以分析客户旅程的各个方面。将其中一些方法结合在一起，将为您的团队提供对入职过程的更完整评估。

11.提供自助支持选项。

New customers are bound to have questions about your products. However, unless you provide 24/7 support, there's no way to guarantee that you'll always be there to help them. This is where自助服务支持选项可以扩展团队的带宽，并在不可用时提供解决方案。

一个常见的自助工具是知识基础。知识库是您网站的一部分，可为常见的客户障碍提供答案。它包含用户在遇到问题时可以参考的各种文章和资源。bob体育苹果系统下载安装即使您的支持团队可以提供帮助，许多客户也喜欢使用这些选项作为更快的方法来找到快速答案。

User Onboarding Is Essential to Customer Success

一个有效的过程需要无休止的测试和精炼，但最终，您将拥有了解并真正喜欢使用您的产品的客户。反过来，他们将更忠于您的品牌，并代表您倡导。使用这些技巧，最佳实践和用户入职工具，为新客户创造令人难忘而有效的体验。

Editor's note: This post was originally published in September 2019 and has been updated for comprehensiveness.