5 Head-Turning Examples of SaaS Onboarding That Wowed Their Customers

用户入职看起来似乎很复杂，但这确实是大多数SaaS平台应该提供的一项有意义的服务。毕竟，如果用户永远不会对您的产品感到满意或理解其真正的价值，那么他们不仅会从中继续前进，而且会完全从您的平台中移动。

,而你的用户体验设计simple and intuitive, an onboarding program is always crucial tocustomer success, regardless of how easy it is to use your product.

为什么：

• It shows that you care aboutcustomer satisfactionbecause you're willing to train users and answer questions immediately after purchase.
• 它让用户更加关注和感兴趣的your product which further engages them while minimizing the learning curve.
• It turns prospects into dedicated users that bring more revenue through purchasing upgrades and referrals.

就像用户打入板一样的简单明了，创建一个既令人兴奋又有信息的程序并非易事。许多平台（无论是否没有SaaS）尝试过，并且许多平台都失败了。实际上，SaaS业务的理想流失率是5%只有三分之一的SaaS平台在该基准标准下或低于该平台。

In this post, we'll examine some successful examples of SaaS onboarding sequences that you can use as inspiration for the onboarding program at your business.

SaaS入职示例

1.HubSpot

While HubSpot offers a personalized onboarding sequence for paid users, free users will still receive a welcome email as well as a range of interactive elements that present themselves within the platform.

HubSpot的流程首先通过上面显示的确认电子邮件验证用户的电子邮件地址。用户点击CTA后，HubSpot就会提出问题并收集数据，以帮助用户设置帐户并保持其参与度并有兴趣了解有关该平台的更多信息。

For example, when creating a password, HubSpot provides a checklist that turns green once your password matches the listed requirements. This allows users to go through the setup process faster and move into the product demo with less friction.

设置密码后，然后向用户提供产品的演练。演练解释了如何使用核心工具并指出您可能忽略的方便功能。从头到尾，这种消息传递都是有益的，微拷贝可以彻底解释每个课程，诸如GIF和表情符号之类的元素随附了副本，以创造更愉快的体验。bob全站app

这种类型的应用内入职序列可帮助用户学习如何使用该产品，还可以帮助他们在这样做时完成有意义的工作。您不仅要浏览脚本教程，该教程将在完成后被抛在一边。您正在学习HubSpot如何帮助您实现业务目标和日常工作流程。

2.穆森德

穆森德is a SaaS platform that specializes in email marketing and marketing automation. Being an email company, it's no surprise that it's created an email sequence to engage its new users.

穆森德's onboarding program consists of seven emails with engaging copy, clear CTAs, and a link toMoosend Academy这是一系列旨在展示和解释平台核心功能的视频课程。

从序列的开始开始，Moosend将向其用户提供了他们将收到的电子邮件作为入职过程的一部分，并鼓励他们探索平台以了解其功能的更多信息。以下是用户收到的第一封电子邮件的示例。

At the bottom of each email, there's a link to the platform's知识库as well as the常见问题页面. That way, the platform can answer all types of questions related to email marketing and automation features.

Moosend还使用电子邮件顶部的条形图显示了整个登机过程中用户的进度。这使用户更有动力完成程序，尤其是当他们走向标准末端时。根据一项研究University of Chicago Booth School of Business，用户越接近目标，他们就越努力达到目标。

穆森德's email sequence aims to engage. By asking small questions that users can reply to, and adding interactive elements such as the GIFs below each CTA, Moosend's onboarding emails engage users and motivate them to complete tasks.

3.Sprout Social

Sprout Social是一种社交媒体分析工具，可让您从一个平台管理社交帐户。它还提供了分析帖子和参与率的有价值的工具，因此您可以充分利用内容。

如果您有多种社交媒体帐户，将它们连接起来可能很乏味。幸运的是，Sprout Social的入职服务旨在消除这种感觉，因此您可以在注册后不久就开始发布。

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At first, users are asked to connect their Twitter, then their Facebook, Instagram, or LinkedIn accounts. Following suit, users are asked to describe their experience with social media management and what they hope to achieve by using the platform.

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Lastly, a mini product tour gives users all of the information they need to get started with Sprout and showcases the platform's value before it gathers any data from the user. This is an important step because it highlights Sprout Social's value proposition and gently guides users through the account activation process.

4.Wistia

Wistiais a handy platform that allows marketers to create, manage, and publish videos. Since video marketing is one of the most engaging forms ofcustomer acquisition, a tool like Wistia needs an onboarding sequence that's just as engaging to capture its users' attention.

Starting with asking users to set their primary goal, Wistia provides an onboarding program that helps users see the benefits of its product.

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Once parameters like goals and level of expertise are established, Wistia asks users to take action. They can either upload their own videos or use one of Wistia's ready-made ones. That way, the platform makes sure that an experienced user will remain motivated throughout the onboarding sequence while also educating new customers.

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这个SaaS平台可以指导用户完成视频制作过程 - 不仅是微拷贝和“获得” CTA。取而代之的是，用户需要物理使用该平台并浏览清单，然后才能完成入职计划。

5.Trello

Trello是一种任务管理和内容日历工具，可帮助营销人员和产品开发人员计划和协作。由于其简单性，其用户入职是有效的。用户需要的一切都在他们的眼前 - 或者在Trello的情况下，就在他们的董事会上。

Trello's welcome board is a complete project management and productivity board with a little twist. All the necessary fields are filled. That way, Trello aims to demonstrate its use and value in a way that will satisfy visual learners.

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The "Stuff to try" list looks exactly like a classic Trello list, and each board gives instructions on the steps a user should follow.

When you open a card, Trello cleverly demonstrates what you can add to it and how it can help you organize your work — as depicted in the example below.

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All in all, Trello's onboarding sequence is one that engages users and encourages them to click around and explore. It's a simple, sleek procedure that teaches the basics in an interesting, informative way.

User onboarding is a much-needed process that can make or break customer expectations. Successful onboarding can increaseCustomer Lifetime Value (CLV), improve lead conversion, and establish a positive brand reputation through word-of-mouth feedback and customer referrals.

For more SaaS tips, read how to build aSaaScustomer service team.