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Breaks down onboarding patterns by:
- UI Components/Design Patterns;
- Best use cases;
- Pros and Cons; and
- Why we like this pattern.
The fourteen patterns:
1. First Look: A brief introduction to your product that appears right after someone signs up or logs in for the first time.
2. Product Tour: A step-by-step guide pointing out core features of your product.
3. Walkthrough Beacons: Similar to a product tour but it uses small beacons or glowing indicators in the interface.
4. Empty States: What the user sees when they have no content or data in a particular feature.
5. Personalisation: A quick way to gather user preferences or choices so the product experience can adapt to them.
6. Checklists: This is a simple list of tasks for users to complete to get fully set up.
7. Action-Oriented: This pattern prompts folks to do a specific key action instead of just reading about features.
8. Goal-Setting: A pattern where you help users define a goal (like a weekly target) and then track their progress, encouraging them to stick with it.
9. Coach Marks: Small pointers or highlights around different parts of the UI, each offering a short explanation.
10. Demo Content: A sample set of data or project content that people can play with to get a sense of how the interface works, without having to upload or create something from scratch.
11. Simulation: This is an interactive or recorded demonstration that shows the product in action under realistic conditions.
12. Self-segmentation: An approach that asks users to pick the path or user type that best describes them (e.g., “I’m a teacher” vs. “I’m a student”), so the onboarding flow can be tailored.
13. Contextual Tooltips: Pop-up tips that appear exactly when users hover or click on something that might need more explanation.
14. Just-in-time Modals: A modal that appears exactly when it’s relevant — for example, the first time someone tries a feature after an update, or the first time they return and attempt a new action.